1a / Download Exports From Harvest

Export One: Detailed Time Report For The Previous Month

1. Open Harvest

2. Select Reports from the black menu bar

3. Select Detailed time from the grey menu bar

4. In the Timeframe field, and select Last month [month]

5. Select the green Run Detailed Time Report button

6. Select Export & then select Excel from the drop-down options displayed. The exported file will be emailed to you

7. Go to your inbox and locate the export email

8. Open the email and select the green Download button. An excel file will be downloaded to your computer (in your downloads or working files folder)

Export Two: Project List

1. Open Harvest

2. Select Projects from the black menu bar

3. Select Export

4. In the next window select Active, Excel and the green Export Projects button (see pic below). The exported file will be emailed to you

5. Go to your inbox and locate the export email

6. Open the email and select the green Download button. An excel file will be downloaded to your computer (in your downloads or working files folder)

Export Three: Client List

1. Open Harvest

2. Select Manage from the black menu bar

3. Click on Import/Export and select Export Clients to Excel from the drop-down options. The exported file will be emailed to you

4. Go to your inbox and locate the export email

5. Open the email and select the green Download button. An excel file will be downloaded to your computer (in your downloads or working files folder)

Export Four: Task List

1. Open Harvest

2. Select Manage from the black menu bar

3. Select Tasks from the grey menu bar

4. Select Export and select Export to Excel from the drop-down options. An excel file will be downloaded to your computer (in your downloads or working files folder)

Save The Exported Files Into SharePoint

Take the four downloaded exports from above and save them into the appropriate Detailed Timesheets folder.

Eg Finance > SharePoint > Detailed Timesheets > 2021 Detailed Timesheets > 2021-01 January Detailed Timesheets