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Harvest Tableau

Connect Harvest to Tableau

Send Harvest invoices, tasks, companies and 19 more data types to Tableau on a schedule. Filter by date and narrow it down by project status. Refresh as often as every 15 minutes.

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Harvest report Data source: Harvest
Build Tableau reports on Harvest data that Coupler.io keeps up to date.
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How to connect Harvest and Tableau

6 steps. You can preview the Harvest data in Coupler.io before anything reaches Tableau.

Step 1 of 6

Connect Harvest

Sign in to Harvest and authorize Coupler.io. There's no API key to copy.

Sign in with Harvest

Step 2 of 6

Choose what to export

Pick the Harvest data you want in Tableau.

Show 14 more data types Show fewer data types
Harvest accountNot set

Step 3 of 6

Fine-tune the export

Optional settings for this Harvest export.

Show 14 more data types Show fewer data types
Changed afterAny dateSpecify the data entity’s last modified date after which you want to export data from Harvest (e.g. after 2020-01-01 09:00). It is expected that the specified date and time match your browser’s time zone.
FromNot set
ToNot set
Project statusNot setSpecify the status of projects you want to include to your report.
Show 1 more field Show fewer fields
Project IDNot setGo to the Harvest app and open the project. Copy the ID from the address URL — a number that goes after a slash “/”, and paste it here.

Step 4 of 6

Narrow it down

Filter Harvest records before they reach Tableau.

Advanced filtersNot set

Step 5 of 6

Connect Tableau

Coupler.io generates an integration URL for the Harvest data that you connect in Tableau.

Integration URLhttps://app.coupler.io/export/w/123456?access_token=••••••••Visible only to the data flow's creator

Step 6 of 6

Set a schedule

Tableau sees the data as of the last run. Run it as often as every 15 minutes.

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Get the most of Harvest to Tableau integration

Gather data icon

Gather data

Export data from numerous apps and sources into a single destination. Blend data from different apps to get a single source of truth.
Understand data icon

Understand data

Preview, transform, sort, and filter data for better clarity in just a few clicks in the Coupler.io interface. Take your data analytics to the next level.
Automate data icon

Automate data

Access data that is always up to date by enabling the automatic data refresh on a schedule as often as every 15 minutes and using triggered automation.
Act on data icon

Act on data

Visualize your data by quickly connecting to data visualization and BI tools. Build insightful dashboards in a breeze and make better decisions.
Harvest to Tableau questions

22 data types, including Invoices, Tasks, Company, Projects and Users.

You sign in to Harvest and authorize Coupler.io. There's no API key to copy.

Yes. Filter by changed date to load the period you need.

Yes. Available filters include project status. You can also add your own filter conditions.

Through the Coupler.io Web Data Connector. In Tableau Desktop, go to More, then Web Data Connector, and enter https://app.coupler.io/tools/tableau.

On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.

Yes. Add more sources to the same data flow, for example Clockify or Jira, and join or append them before the data reaches Tableau.

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