Data Shuttle or other solution?

jl.furstenberg

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.

Andrée Starå

Hi @jl.furstenberg

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

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Danielle Wilson

@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.

jl.furstenberg

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!

Andrée Starå

@jl.furstenberg

Excellent!

Happy to help!

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