The regular way to export a Clients/Projects/Tasks/Team report from Harvest is the following:
- Select the report you need
- Click on the Export button
- Pick either Excel or CSV in the dropdown menu
The report will be downloaded to your PC or laptop in the chosen format. You’ll have to go through this flow every time you need to update your data. But in this blog post, you’ll learn how to automate export reports from Harvest and pull them right to Google Sheets. Is this what you’ve been looking for? Here we go then!
Integrate Harvest with Google Sheets
The Harvest to Google Sheets integration we offer doesn’t require any Google Sheets app script – it will exist on the clickable integration supported by Coupler.io. It is a solution for exporting data from different data sources to Google Sheets, Excel or BigQUery. Coupler.io supports multiple sources including QuickBooks, Xero, Clockify, and many more. Harvest is also on this list, so, let’s import records from it to Google Sheets.
Sign up to Coupler.io with your Google account, click Add new importer and name it as you want. Then, complete the three steps.
Note: You can also use the Coupler.io add-on for Google Sheets. For this, you’ll need to install it from the Google Workspace Marketplace.
Set up source
- Select Harvest as a source application. Click Continue.
- Connect to your Harvest account. Click Continue.
- Select your Harvest account, if you have several ones, and a data entity. You can export four types of reports, as well as different data entities, such as Clients, Invoices, Projects, etc. Click Continue.
- If you selected a report as a data entity, you’ll need to configure the from and to dates, and the report type if available.
For other data entities, you’ll need to specify the last modified date after which you want to export data from Harvest.
Set up destination
- Choose Google Sheets as the destination app.
- Connect your Google account.
- Pick a Google Sheets file on your Google Drive and select a sheet which will be receiving the data exported from Harvest. You can create a new sheet by entering a new name.
Check out the Coupler.io help center to learn more about the optional parameters, cell address, import mode, and last updated column.
If you click Save and Run, this will trigger the export right away. However, if you want to automate your Harvest data exports on a schedule, complete the next step.
Set up schedule
Enable the Automatic data refresh and configure the frequence for data refresh:
- Days of the week
- Time of the update
- Time zone
How do Harvest records look in Google Sheets?
After you click Save and Run, Coupler.io will pull records from Harvest to your spreadsheet. Unless you use the add-on, you can click View Results to go to the spreadsheet and check out the data.
Here is what a Harvest time report looks like in Google Sheets: