Data Shuttle or other solution?
Hello,
I am trying to figure out the best solution to a project. Basically, we have a system outside of Smartsheet that will not connect to Smartsheet (old system) and we do not want to pay to integrate them.
I want to manually upload exports from the legacy system (.CSV files) into a preformatted Smartsheet sheet on a weekly (or monthly basis), so that my preformatted Smartsheet sheets, reports, and dashboards will update with each new data upload.
We have access to Data Shuttle, but I am curious to know the best way solution for this project.
Any and all help is greatly appreciated.
Answers
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I hope you're well and safe!
If you have access to Data Shuttle, that is the best solution.
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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@jl.furstenberg I agree with @Andrée Starå, Data Shuttle would definitely be the best way to accomplish this! I'd recommend reading through some of the Data Shuttle basics first (https://help.smartsheet.com/articles/2482376-create-data-shuttle-upload-workflow) and if you have Pro Support on your account, you can book a help session with Pro Desk to get help setting up your first workflow & talk through the process.
Danielle W.
Product Marketing
Smartsheet
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Hello,
Thank you both for responding - I appreciate it! I have taken the Smartsheet University courses on Data Shuttle and have tested it. I just wanted to confirm that it would be the best option.
Thanks again!
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Excellent!
Happy to help!
✅Remember! 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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