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Frequently Asked Questions about Google Sheets + Harvest integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Google Sheets and Harvest
How do I set up an integration between Google Sheets and Harvest?
To set up an integration between Google Sheets and Harvest, you can use automation platforms such as ours. You will need to create a 'Zap' that connects the two applications. Typically, you will start by selecting Harvest as your trigger app, choosing a trigger such as 'New Timesheet Entry,' then selecting Google Sheets as your action app where you might want to 'Create or Update Spreadsheet Row.' This setup allows for dynamic data transfer based on pre-defined actions.
What triggers are available for Harvest when integrating with Google Sheets?
When integrating Harvest with Google Sheets, triggers in Harvest can include actions such as 'New Project,' 'New Client,' or 'New Timesheet Entry.' Each of these triggers allows you to automate different processes, like adding new project details into a designated spreadsheet when a project is created in Harvest.
Can I update existing records in Google Sheets with data from Harvest?
Yes, our system supports updating existing records in Google Sheets with data pulled from Harvest. By setting an appropriate action like 'Update Spreadsheet Row' in conjunction with a trigger such as 'Updated Timesheet Entry,' you can ensure that any changes in Harvest automatically reflect in your spreadsheet.
Is it possible to pull specific timesheet data from Harvest into a Google Sheet?
Absolutely. You can customize the filters within our integration tool to pull specific timesheet data from Harvest into your Google Sheet. By using triggers like 'New or Updated Timesheet Entry,' data relevant only to your criteria will populate the spreadsheet, maintaining focus and organization.
Are there any pre-built templates for integrating these two tools?
Yes, we offer several pre-built templates designed for common use cases of connecting Google Sheets and Harvest. These templates simplify the integration process by providing predefined workflows—for instance, when you want to track new entries from your timesheets into a spreadsheet without starting from scratch.
How do error notifications work within this integration?
In our system, error notifications help you maintain efficient operations by alerting you if something goes wrong during the automation process. For example, if there's an issue transferring data from Harvest to Google Sheets—be it connectivity issues or incorrect formatting—you'll receive immediate alerts so corrections can be made swiftly.
Can I limit the type of data transferred from Harvest to my spreadsheet?
Yes, through our platform's integration settings, you have control over what type of information is transferred. You can set filters on triggers such as ‘New Invoice’ or ‘Updated Project’ so that only specific data entries are populated into your spreadsheet according to your predefined rules.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.