Microsoft Excel + Harvest

Create rows in Microsoft Excel for new clients in Harvest

Keep your client information organized and up-to-date effortlessly. When you onboard a new client in Harvest, this workflow instantly adds a new row in a designated Microsoft Excel sheet. This seamless integration between Harvest and Microsoft Excel keeps your databases streamlined, ensuring you never miss any crucial client information. This powerful automation is a time-saving solution for efficient client-management.

When this happens...
New Client
Triggers when a new client is added.
TriggerScheduled
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

What does this mean?

Invoice Paid
Triggers when a invoice is fully paid.
Trigger
Scheduled
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New Client
Triggers when a new client is added.
Trigger
Scheduled
Try It
New Expense
Triggers when a new expense is added.
Trigger
Scheduled
Try It
New Project
Triggers when a project is created.
Trigger
Scheduled
Try It
- Exclude entries created as running timers?
Trigger
Scheduled
Try It

New User Assignment
Triggers when a user is assigned to a project.
Trigger
Scheduled
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Scheduled
Try It

- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

Invoice Sent
Triggers when a invoice is sent or marked as sent.
Trigger
Scheduled
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New Contact
Triggers when new contact is added.
Trigger
Scheduled
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New Invoice
Triggers when a invoice is created.
Trigger
Scheduled
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New Task
Triggers when a new task is added.
Trigger
Scheduled
Try It
New User
Triggers when a new User is added.
Trigger
Scheduled
Try It
Timer Started
Triggers when a timer is started.
Trigger
Scheduled
Try It
- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- NameRequired
Action
Search
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

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Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

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Time Tracking Software

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Microsoft Excel + Harvest

Create rows in Microsoft Excel for new clients in Harvest

Invoice Paid

New Client

New Expense

New Project

New Time Entry

Exclude entries created as running timers?

New User Assignment

Timer Stopped

Create Contact

First NameRequired

Last Name

Email

Title

Mobile Phone

Office Phone

Fax

Create Task

Project

NameRequired

Billable By Default

Default Hourly Rate

Is Default

Create Time Entry (Start & End Times)

ProjectRequired

TaskRequired

Started TimeRequired

Ended TimeRequired

Spent DateRequired

Notes

Stop Timer

Find Client

NameRequired

Find Task

NameRequired

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column

Add Row to Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Update Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

RowRequired

Find or Create Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Create Client

NameRequired

Address

Create Project