Why import Harvest data to Excel
Track and analyze metrics
Use the Harvest to Excel integration to load raw data to spreadsheets, where you can easily calculate metrics, build dashboards or monitors, and otherwise manipulate figures. Set up the automatic data refresh to import data from Harvest on a schedule to keep your data set up to date. Leverage Excel’s spreadsheeting power for your advanced analytics and data manipulation.
Store data outside of Harvest
Make your Harvest data easily accessible for you and your stakeholders by exporting entries to Microsoft Excel. Store your data as a backup copy or as a repository for generating reports. Keep the exported Harvest data up to date with the help of the automatic data refresh. Use the data from your Excel repository as raw data to import to other apps and software.
Keep data from multiple sources in one place
Accumulate data from Harvest in a single Excel workbook together with information exported from other accounts and apps associated with your projects. Consolidate your data from QuickBooks, Xero, or another software with the Harvest data for advanced analytics. Track financial metrics, such as consumer debt and other indicators, by keeping data exported from multiple sources in a single spreadsheet.
What data you can load using the Harvest to Excel integration
Import the information about the tracked hours and expenses, which are line items for future invoices. You will get the records about the billing status, date and time for every status change, notes, as well as associated invoices, clients, projects, users, etc.
Get the summary information about all projects, including the details for the user and task assignments for projects. This data contains records about the status of assignments, hourly rates, budget used, and more.
The Harvest to Excel integration allows you to import a summary of all your clients and their contact information. You’ll learn their status, currency, and date of creation in Harvest. The client contacts will provide addresses, emails, and other valuable contact information.
Load the records associated with invoices and estimates. For both invoices and estimates, you have access to a summary of all entities, a list of item categories, and line items. Use this financial information exported to Excel for reporting and budgeting purposes.
Get miscellaneous data, such as company setting, roles, tasks, and users from your Harvest account to Excel. Use this data to analyze the performance of your activities, as well as other essential metrics. Automate the import of data on a schedule with just a few clicks.
How to connect Harvest to Excel
Step 1. Choose Harvest from the drop-down list of sources5 seconds
Step 2. Connect the Harvest account and select the data entity you want to import30 seconds
Step 3. Choose Excel from the drop-down list of destinations5 seconds
Step 4. Connect your Microsoft account and select a workbook and worksheet2 minutes
Step 5. Enable the automatic data refresh and set up a schedule20 seconds
Step 6. Run the integration to import Harvest data to Excel5 seconds
Set up multiple integrations to count on every day
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