Reasons to Integrate Harvest with Google Sheets

• Integrating Harvest with Google Sheets allows for advanced analytics, enabling deeper insights into time tracking and project management.
• Data consolidation is simplified, as information from Harvest can be brought together into Google Sheets for a comprehensive view.
• There is the capacity for historical data analysis, which can help in understanding trends and making informed decisions.
• Data security and compliance are enhanced due to Google Sheets' robust data security features.
• Scalability is facilitated, allowing the integration to support growing data needs without performance degradation.
• Integration supports data science and machine learning initiatives by providing a rich dataset in Google Sheets.
• Reporting and visualization are improved, with the ability to use Google Sheets' data in tools like Tableau, PowerBI, and Looker.
• Long-term data retention is possible in Google Sheets, ensuring historical data is preserved for future reference.
• Syncing of multiple data sources is achievable, which can streamline processes and reduce errors.
• Syncing of data from Harvest's time tracking, invoicing, and project management categories is enabled, providing a holistic view of business operations.

Setting Up Integration Between Harvest and Google Sheets

To streamline your workflow and enhance productivity, integrating Harvest with Google Sheets via Zapier is a powerful solution. This integration enables you to connect two robust applications, automating various tasks such as lead management, invoicing, expense tracking, and timekeeping. Here's what you need to set up the integration:

1. Create an account or log in to Zapier to start the process.
2. Ensure you have Google Sheets and Harvest accounts ready to connect.
3. Begin by constructing a Zap, which acts as the bridge for integration.
4. Select the appropriate trigger from Google Sheets that initiates the automation.
5. Choose the corresponding action in Harvest that you want to automate.
6. For a secure connection to the Harvest API, add an OAuth token. Alternatively, use a personal access token for a free connection option.
7. Utilize the API Connector add-on for an easier and more efficient connection to the Harvest API.
8. Opt for the API Connector's built-in integration and pagination handling to manage data effectively.

Integrating Harvest with Google Sheets

Harvest and Google Sheets can be integrated in a multitude of ways to streamline workflows and enhance productivity. Zapier acts as the bridge between these two applications, offering a range of automation capabilities without the need for coding. From basic data entry to comprehensive end-to-end processes, the integration possibilities are vast, accommodating a variety of business needs.

Using Zapier Templates

Zapier provides templates to quickly establish connections between Google Sheets and Harvest. These templates allow for the automation of workflows such as data entry, lead capture, outreach, and reporting, simplifying the process of setting up integrations.

Automating Workflows without Coding

With Zapier, you can create integrations that trigger automated workflows between Harvest and Google Sheets. This allows for the creation of new rows in Google Sheets for activities such as new time entries, projects, and invoices in Harvest, as well as the addition of tasks in Harvest for new rows in Google Sheets, all without writing a single line of code.

Creating Custom Integrations

An integration starts with a trigger in one app, which then leads to an action in another. For example, you can set up a Zap that triggers the creation of a new Google Sheets row for every new document added to a collection in Firebase. Another popular integration is collecting Webflow form responses directly into a Google Sheet.

Alternative: Using Sourcetable

As an alternative to using a direct integration, Sourcetable offers a solution to sync live data from almost any app or database, including Harvest and Google Sheets. This can be especially useful for those looking for a centralized platform to manage their data across multiple applications.

Common Use Cases

• 

  
  Automating lead management by adding new contacts to harvest from a google sheets spreadsheet
• 

  
  Streamlining project management by creating new projects in harvest from google sheets entries
• 

  
  Enhancing time tracking by adding new time entries to harvest based on google sheets data
• 

  
  Starting timers in harvest for specific dates sourced from a google sheets calendar
• 

  
  Utilizing custom ai-generated actions in harvest based on triggers set up in google sheets (beta)

Frequently Asked Questions

How can I integrate Harvest with Google Sheets?

You can integrate Harvest with Google Sheets using the API Connector add-on. This can be done by using the Preset 'Connect' button or using a personal access token.

Who is able to enable the Harvest and Google Sheets integration?

Only an Administrator in Harvest, who is also a Google Workspace Super Admin, can enable this integration.

Can I automate workflows between Harvest and Google Sheets?

Yes, using Zapier, you can automate workflows between Harvest and Google Sheets, including anything from basic data entry to end-to-end processes.

How do I export Time Reports from Harvest to Google Sheets?

When viewing the report in Harvest, click the Export dropdown at the top right and select Google Drive. The report will be exported as a new spreadsheet in the My Drive section of your Google Drive.

Is there a limit to the number of records I can pull from Harvest into Google Sheets?

Yes, Harvest limits the number of records returned in a request to 2000 by default. However, with pagination handling, which is a paid feature of the API Connector add-on, you can loop through records automatically.