Access Live Harvest Data in Google Sheets through Connect Spreadsheets
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Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Harvest data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Harvest within Connect Spreadsheets and accessing live Harvest data seamlessly within Google Sheets.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.
Configure Harvest Connectivity for Google Sheets
Connectivity to Harvest from Google Sheets is made possible through Connect Spreadsheets. To work with Harvest data from Google Sheets, we start by creating and configuring a Harvest connection.
- Log into Connect Spreadsheets, click Sources and click Add Connection
- Select "Harvest" from the Add Connection panel
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Enter the necessary authentication properties to connect to Harvest.
Start by setting the Profile connection property to the location of the Harvest Profile on disk (e.g. C:\profiles\Harvest.apip). Next, set the ProfileSettings connection property to the connection string for Harvest (see below).
Harvest API Profile Settings
To authenticate to Harvest, you can use either Token authentication or the OAuth standard. Use Basic authentication to connect to your own data. Use OAuth to allow other users to connect to their data.
Using Token Authentication
To use Token Authentication, set the APIKey to your Harvest Personal Access Token in the ProfileSettings connection property. In addition to APIKey, set your AccountId in ProfileSettings to connect.
Using OAuth Authentication
First, register an OAuth2 application with Harvest. The application can be created from the "Developers" section of Harvest ID.
After setting the following connection properties, you are ready to connect:
- ProfileSettings: Set your AccountId in ProfileSettings.
- AuthScheme: Set this to OAuth.
- OAuthClientId: Set this to the client ID that you specified in your app settings.
- OAuthClientSecret: Set this to the client secret that you specified in your app settings.
- CallbackURL: Set this to the Redirect URI that you specified in your app settings.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to manage how the driver obtains and refreshes the OAuthAccessToken.
- Click Create & Test
With the connection configured, you are ready to connect to Harvest data from Google Sheets.
Access Live Harvest Data from Google Sheets
The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Harvest data.
- Log into Google Sheets, create a new sheet (or open an existing one).
- Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
- Search for Connect Spreadsheets Add-On and install the Add-on.
- Authorize the Add-On.
- Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
- In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Google Sheets, click Import
- Choose a Connection (e.g. API1), Table (e.g. Invoices, and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data and opt to overwrite the existing sheet or create a new one.
Live Access to Harvest Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live Harvest data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.