Updating Smartsheet from external sources

22Wordsmith

I have a task list (for want of a better term) that was made in SharePoint and shared with many users. They make updates. I then export to Excel, import to Smartsheet and do what I need to to make an informative report.

I can't remove the SharePoint element from this process.

I need a way to update some of my information (2 or 3 columns) from the external source without having to rebuild the whole Smartsheet again. It looks like this will be a regular activity.

Suggestions would be greatly appreciated.

Genevieve P.

Hi @22Wordsmith

Importing an Excel file into Smartsheet will create an entirely new sheet, as you've found.

If your plan has access to it, the premium application Data Shuttle can help you sync an external file with a current sheet, importing new information into current columns. Here's more information on Data Shuttle.

As an alternative, you could upload the new sheet into the same workspace every time and use a Report looking at the Workspace as the source to automatically bring in new rows to the same Report. Here's information on selecting a Workspace as a source for a Row Report.

Otherwise, I would suggest copy/pasting the new content in from the Excel file instead of importing it as a new file.

Cheers,

Genevieve

22Wordsmith

Many thanks, Genevieve.

22Wordsmith

Thanks Genevieve. I've discovered that the same three rows keep being omitted when I import so a copy and paste might have to be the answer.