How to Import Harvest Time Entries Data into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import Harvest time entries data into Excel using Coefficient. Get real-time access to your time tracking data for better project management and reporting.

Harvest integration

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Time tracking data is gold. But getting Harvest time entries into Excel can be a pain.

Manual exports become outdated fast. Copy-pasting wastes hours. And building custom API connections requires coding skills most of us don’t have.

Let’s fix that. This guide shows you how to pull live Harvest time entries directly into Excel.

TLDR

  • Step 1:

    Install Coefficient from the Office Add-ins store

  • Step 2:

    Connect your Harvest account

  • Step 3:

    Select Import from Objects and choose All Time Entries

  • Step 4:

    Configure any filters you need

  • Step 5:

    Set up auto-refresh to keep your data updated

Step-by-step guide to importing Harvest time entries

Step 1: Install Coefficient and connect to Harvest

First, you’ll need to install the Coefficient add-in and connect it to your Harvest account:

  1. Open Excel
  2. Go to the Insert tab
  3. Click Get Add-ins
  4. Search for “Coefficient” and install it
  5. Once installed, click the Coefficient icon in your Excel ribbon
  6. In the sidebar that appears, click “Import”
Coefficient sidebar menu with import, export, automations, and AI
  Sheet Assistant options.
  1. Select “Harvest” from the list of available connectors
  2. Log in with your Harvest credentials when prompted
  3. Authorize Coefficient to access your Harvest data
Finance and accounting connectors including
  QuickBooks, Xero, NetSuite, and Stripe.

Step 2: Import time entries data

Now that you’re connected, let’s import your time entries:

  1. In the Coefficient sidebar, select “Import from Objects”
  2. Choose “All Time Entries” from the list of available objects
    • Date range (e.g., last 30 days, current month)
    • Project filters
    • User filters
    Configure any filters you want to apply:
  3. Select the columns you want to import (e.g., date, hours, notes, project, client)
  4. Click “Import” to bring the data into your Excel spreadsheet

Your Harvest time entries will now appear in your Excel worksheet, ready for analysis and reporting.

Step 3: Set up auto-refresh (optional)

Keep your time entry data fresh with automatic updates:

  1. In the Coefficient sidebar, click on the imported data
  2. Select “Schedule Refresh”
    • Hourly
    • Daily
    • Weekly
    • Monthly
    Choose your preferred refresh frequency:
  3. Set the specific time and days for the refresh
  4. Click “Save” to activate the auto-refresh schedule
Auto-refresh options for imported data with daily, hourly,
  and weekly scheduling.

Now your Harvest time data will update automatically according to your schedule, ensuring you always have the latest information for reporting and analysis.

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 time tracking data

Time tracking data is only valuable when it’s accessible. With Coefficient, you’ve now got a direct pipeline from Harvest to Excel.

No more manual exports. No more outdated reports. Just live data that updates automatically.

This connection opens up powerful possibilities. Build custom dashboards that show utilization rates. Create reports that highlight project profitability. Analyze time allocation across teams and clients.

And the best part? Everything stays fresh with scheduled refreshes. Your reports will always reflect the latest time entries from your team.

Try Coefficient todayReady to transform how you work with Harvest time data?and see the difference live data makes.

Frequently Asked Questions

  • How to get time entries from Harvest?

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    You can get time entries from Harvest in several ways:

    • Manually export CSV files from the Harvest dashboard
    • Use the Harvest API if you have development resources
    • Use Coefficient to import time entries directly into Excel with just a few clicks and no coding required

    Coefficient is the fastest method and keeps your data automatically updated.

  • How do I get a list of time entries in Harvest?

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    To get a list of time entries in Harvest:

    1. Log into your Harvest account
    2. Navigate to the Time section
    3. Apply filters for date range, projects, or team members

    For easier analysis, use Coefficient to import this data directly into Excel where you can sort, filter, and create pivot tables.

  • How do I download time entries data from Harvest?

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    To download time entries from Harvest:

    1. Go to Reports > Time > Export
    2. Select your date range and filters
    3. Choose CSV or Excel format
    4. Wait for the download to complete

    For a more efficient approach, Coefficient can pull this data directly into Excel and keep it updated automatically.

  • How to automate importing Harvest time entries to Excel daily?

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    To automate daily imports of Harvest time entries to Excel:

    1. Install Coefficient in Excel
    2. Connect to your Harvest account
    3. Import your time entries data
    4. Click on the imported data and select “Schedule Refresh”
    5. Choose “Daily” and set your preferred time

    This ensures you always have fresh time tracking data without manual work.

  • How to send email alerts about time entries data from Harvest?

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    To set up email alerts for Harvest time entries:

    1. Import your time entries into Excel using Coefficient
    2. Click “Automations” in the Coefficient sidebar
    3. Select “Email Report”
    4. Configure your trigger conditions (e.g., missing time entries, overtime)
    5. Set recipients and schedule

    This keeps your team informed about important time tracking metrics automatically.

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