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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking team expenses is vital. But jumping between Harvest and spreadsheets wastes time and creates data gaps.
What if your expense data flowed directly into Google Sheets? You could build custom reports, spot trends, and share insights instantly.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace
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Step 2:
Connect your Harvest account
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Step 3:
Select Import from Reports and choose Team Expense Report
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Step 4:
Configure any filters and import the data
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Step 5:
Set up auto-refresh to keep your expense data current
Step-by-step guide to importing Harvest Team Expense Report
Step 1: Install Coefficient and connect to Harvest
First, you’ll need to install the Coefficient add-on and connect it to your Harvest account.
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Scroll through the connectors and select “Harvest”
- Log in with your Harvest credentials when prompted
- Authorize Coefficient to access your Harvest data
Step 2: Import the Team Expense Report
Now that you’re connected, let’s import your Team Expense Report data.
- In the Coefficient sidebar, select “Import from Reports”
- Browse or search for “Team Expense Report”
- Configure any filters you need (date range, specific team members, etc.)
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring your expense data into Google Sheets
Your Team Expense Report data will now populate in your Google Sheet. You can format it, create charts, or use formulas to analyze the data further.
Step 3: Set up auto-refresh (optional)
Keep your expense data fresh with automatic updates.
- In the Coefficient sidebar, click on the three dots next to your imported report
- Select “Refresh settings”
- Choose your preferred refresh schedule (hourly, daily, weekly)
- Optionally, set up Slack or email notifications for when data changes
- Click “Save” to activate your auto-refresh schedule
With auto-refresh enabled, your expense data will stay current without manual updates. This ensures your team always has the latest expense information for decision-making.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your expense data
Importing your Harvest Team Expense Report into Google Sheets opens up powerful analysis possibilities. With live data connections, you can track spending trends, identify outliers, and make informed budget decisions.
The days of manual exports and outdated expense data are over. Coefficient bridges the gap between Harvest and Google Sheets, giving you real-time expense visibility.
Finance teams can create custom dashboards. Project managers can monitor budget adherence. Executives can get the big picture view they need.
Best of all, the data stays fresh with automatic updates. No more manual refreshes or wondering if you’re looking at current numbers.
Try Coefficient todayReady to transform how you track and analyze team expenses?and bring your Harvest expense data to life in Google Sheets.
Related Harvest Use Cases
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
How to Import Client Contacts Data from Harvest into Google Sheets
Learn how to seamlessly import Harvest Client Contacts data into Google Sheets using Coefficient for real-time access to your client information.
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
Frequently Asked Questions
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How to generate Team Expense Report in Harvest?
In Harvest, navigate to Reports > Expenses > Team. Select your date range and any filters you need. This gives you a basic view of team expenses. But for deeper analysis, tryCoefficient. It pulls this report directly into Google Sheets where you can create custom calculations and visualizations.
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How to automate importing Harvest Team Expense Report to Google Sheets daily?
Manual imports are time-consuming and prone to errors. Instead:
- Install Coefficient for Google Sheets
- Connect your Harvest account
- Import your Team Expense Report
- Set up daily refresh in the sidebar
Your data will update automatically every day withCoefficient.
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How do I create a Harvest Team Expense Report in Google Sheets?
Creating a Team Expense Report from scratch in Google Sheets requires manual data entry or complex API connections. A simpler approach is usingCoefficient, which creates the report for you by:
- Connecting directly to Harvest
- Importing the exact report you need
- Formatting data automatically
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How to send Harvest Team Expense Report by email automatically?
Manually sending expense reports wastes time and often gets forgotten. Instead:
- Import your Harvest data to Google Sheets with Coefficient
- Set up Coefficient’s email automation
- Choose recipients and schedule (daily, weekly, monthly)
Your team will receive updated reports automatically withCoefficient.
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How to send slack alerts about Team Expense Report data from Harvest?
Keeping teams informed about expense changes is crucial. To set up Slack alerts:
- Import your Harvest expense data using Coefficient
- Configure Coefficient’s Slack integration
- Set conditions for alerts (e.g., expenses over $1000)
Your team gets notified instantly when important changes occur withCoefficient.
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