Importing and Exporting Data

Import time and expense data, import data from FreshBooks or Blinksale, or export time and invoice data from your Harvest account from Account Settings under your Profile Menu.

Importing Time Data

You can import time data from a CSV as long as it is in the correct format. To Import Timesheets as a CSV File, format your timesheet data as a spreadsheet (Excel, Numbers, Google Spreadsheet, etc) with the following 8 columns (in the same order):

• Date (YYYY-MM-DD or M/D/YYYY formats. For example: 2008-08-25 or 8/25/2008)
• Client
• Project
• Task
• Note
• Hours (in decimal form, without any stray characters. For example: 7.5, 3, 9.9)
• First name
• Last name

Note: Fields containing commas or special characters should be enclosed in double-quotes.

You can also download a sample CSV file (right-click link).

To upload time into Harvest:

1. Go to your Profile Menu and click Account Settings.
2. Click Import Data into Harvest.
3. Click Import Timesheets From CSV.
4. Click Upload and select your CSV file.

Harvest will create any client, project, or task automatically if it can not be found in your account, but it will not create new users. You must add users first, and make sure that their names match your CSV exactly.

Importing from FreshBooks

To import invoices, clients, and client contacts from FreshBooks, you need your account URL and your FreshBooks API Token, which you can get by logging into your FreshBooks account and going to My Accounts > Freshbooks API. Once you have that information:

1. Go to your Profile Menu and click Account Settings.
2. Click Import Data into Harvest.
3. Click Import from FreshBooks.
4. Enter your FreshBooks API token and account URL, and click Begin Import.

Importing from Blinksale

To import invoices, clients, and client contacts from Blinksale, you need your Blinksale URL, username, and password. Once you have that information:

1. Go to your Profile Menu and click Account Settings.
2. Click Import Data into Harvest.
3. Click Import from Blinksale.
4. Enter your URL, username, and password, and click Begin Import.

Importing Expense Data

Similar to time data, expense data can be imported via CSV as long as it is in the correct format. Format expense data as a spreadsheet (Excel, Numbers, Google Spreadsheet, etc) with the following 9 columns (must be in the following order):

• Date (YYYY-MM-DD or M/D/YYYY formats. For example: 2008-08-25 or 8/25/2008)
• Amount
• Units (Put in the total costs, or the number of units, such as for mileage.)
• Client
• Project
• Category
• Notes
• First Name (The name must match a user on your account.)
• Last Name

You can also download a sample CSV file (right-click link).

To upload expenses into Harvest:

1. Go to your Profile Menu and click Account Settings.
2. Click Import Data into Harvest.
3. Click Import Expenses From CSV.
4. Click Upload and select your CSV file.

Unlike importing time, Harvest will not create any new client, project, expense category or users from the import. If there isn’t an exact match in your Harvest account, those expenses will not be imported.

Importing Projects, Clients, and People

You can import projects, clients and contacts, and people from their respective tabs under Manage. You can find more information about importing this data on the following pages:

• Managing Projects
• Managing Clients
• Managing People

Exporting Data

You can export all company time data and invoices from the Import/Export Data section of Account Settings.

• If you click Download All Time Data, your company data will be downloaded from Harvest. The download may take some time, so Harvest will email you when the download is complete.
• If you click Download Zip of All Invoices, a zip file of all invoices will be downloaded from Harvest. The download may take some time, so Harvest will email you when the download is complete.

You can also export data as needed via Reports.