Microsoft Excel and Harvest Integration

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Automatically update Microsoft Excel with tracked time from Harvest. Latenode's visual editor and JavaScript nodes simplify custom reporting, while pay-by-execution pricing makes scaling these financial workflows affordable.

Swap Apps

Microsoft Excel

Harvest

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Microsoft Excel and Harvest

Create a New Scenario to Connect Microsoft Excel and Harvest

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft Excel, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft Excel or Harvest will be your first step. To do this, click "Choose an app," find Microsoft Excel or Harvest, and select the appropriate trigger to start the scenario.

Add the Microsoft Excel Node

Select the Microsoft Excel node from the app selection panel on the right.

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Microsoft Excel

Configure the Microsoft Excel

Click on the Microsoft Excel node to configure it. You can modify the Microsoft Excel URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect Microsoft Excel

Sign In

Run node once

Add the Harvest Node

Next, click the plus (+) icon on the Microsoft Excel node, select Harvest from the list of available apps, and choose the action you need from the list of nodes within Harvest.

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Authenticate Harvest

Now, click the Harvest node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Harvest settings. Authentication allows you to use Harvest through Latenode.

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Connect Harvest

Sign In

Run node once

Configure the Microsoft Excel and Harvest Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Harvest Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Microsoft Excel and Harvest Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Microsoft Excel, Harvest, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft Excel and Harvest integration works as expected. Depending on your setup, data should flow between Microsoft Excel and Harvest (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Microsoft Excel and Harvest

Harvest + Microsoft Excel + Slack: Summarize weekly time entries from Harvest into an Excel spreadsheet. Once updated, a report is sent to project managers in Slack.

Harvest + Microsoft Excel + QuickBooks: Tracked time entries from Harvest are exported to an Excel spreadsheet. The data in the spreadsheet is then used to automatically create invoices in QuickBooks.

Microsoft Excel and Harvest integration alternatives

About Microsoft Excel

Automate Excel tasks within Latenode workflows. Read, update, or create spreadsheets directly. Use Excel data to trigger actions in other apps, generate reports, or update databases. No manual data entry; improve accuracy and save time by connecting Excel to other systems via Latenode's visual interface.

About Harvest

Automate time tracking with Harvest in Latenode. Sync time entries to accounting, payroll, or project management. Create flows that auto-generate invoices or trigger alerts for budget overruns. Latenode provides the flexibility to connect Harvest data to other apps and add custom logic, avoiding manual updates and delays.

See how Latenode works

FAQ Microsoft Excel and Harvest

How can I connect my Microsoft Excel account to Harvest using Latenode?

To connect your Microsoft Excel account to Harvest on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Microsoft Excel and click on "Connect".
  • Authenticate your Microsoft Excel and Harvest accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate time tracking data entry into Excel?

Yes, you can! Latenode enables automated workflows to seamlessly transfer Harvest time entries into Microsoft Excel for reporting and analysis, saving you valuable time through automation.

What types of tasks can I perform by integrating Microsoft Excel with Harvest?

Integrating Microsoft Excel with Harvest allows you to perform various tasks, including:

  • Automatically exporting Harvest timesheet data into Microsoft Excel spreadsheets.
  • Calculating project costs in Microsoft Excel using data from Harvest.
  • Generating custom reports by combining Harvest data with Microsoft Excel formulas.
  • Tracking employee time against budgeted hours using data from both apps.
  • Creating invoices in Microsoft Excel using tracked time from Harvest.

Can I use JavaScript with the Microsoft Excel integration?

Yes! Latenode lets you add custom JavaScript code to transform data between Microsoft Excel and Harvest for advanced automation.

Are there any limitations to the Microsoft Excel and Harvest integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Large Microsoft Excel files may take longer to process.
  • Real-time data synchronization depends on the workflow schedule.
  • Complex data transformations may require custom JavaScript coding.

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