07-09-21: Welcome new data sources: Excel and Harvest!

Welcome to a new edition of the Release Notes! 

What’s new

1. Import data from Excel
2. Fetch information from Harvest
3. Filter and order the columns to pull from HubSpot

1. Import data from Excel

One can use the Excel data source to pull a specific data range or the full contents of an Excel sheet.

• To set up an Excel data source, please follow this guide.

2. Fetch information from Harvest

The Harvest data source allows fetching Clients, Client contacts, Company, Estimates, Expenses, Invoices, Projects, Roles, Tasks, Time entries, Users, and other data entities to build a Resource Utilization and other reports.

• To set up a Harvest data source, please follow this guide.

3. Filter and order the columns to pull from HubSpot

From now on, Coupler.io users can leverage a new Fields field to specify which columns and in what order to fetch from HubSpot.

• Check out this guide to learn how the new HubSpot field works.

It is the first data source to support a basic data filtering functionality that we expect to implement as part of other integrations.