Uploading Templates
Is the below scenario possible in Smartsheet:
An Excel template is created that multiple users fill in on a weekly basis. From there, all completed Excel templates would then be uploaded into Smartsheet where the data would be combined for review.
Best Answer
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Excellent!
Happy to help!
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Answers
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Hi @TessaDAAFS
I hope you're well and safe!
This is a perfect use case for the Premium App, Data Shuttle.
Is that an option?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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How complex is the Excel template? Is it possible to convert it into a Smartsheet form or just have them fill it out in Smartsheet to begin with?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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@Paul Newcome - I am currently using a form, however, it is becoming too complex.
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Would it be possible for the users to use Smartsheet Sheets instead of Excel spreadsheets? If they are already used to filling in spreadsheets, it may not be too much hassle to just change the location of the spreadsheet they are filling out.
You could create a template spreadsheet in Smartsheet and have them each download as needed. From there you can use a report to collate the data from each.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Another option if Data Shuttle or converting the sheets over to Smartsheet isn't an option, you could have an Import structure instead, where you could copy and paste the range from the Excel sheet(s), and then it would populate where you need it to.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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That may work! Thank you!
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Excellent!
Happy to help!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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