Linking Smartsheets to Excel

EGBJ

Is there a way to link Smartsheets to Excel. I have a sheet in Smartsheets that I need to populate with the current months actuals each month. The actual data for the month is summarized in the same file each month. Instead of keying in the data each month or trying to copy the data I was hoping that I could establish a link or lookup that would update the information each month. I have the months going across the top the projects down the rows. In a month a project may not have actuals. The data in the future months is forecast data that should be overwritten when the current months actuals are available. Is this possible to import or link the current months acruals into the sheet?

Andrée Starå

Hi @EGBJ

I hope you're well and safe!

Have you explored using the Premium App, Data Shuttle, or maybe the 3rd-party integration, Zapier?

Is that an option?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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EGBJ

Thank you for the suggestions. Where can I find information on Premium App?

Andrée Starå

@EGBJ

Happy to help!

More info: 

https://www.smartsheet.com/marketplace/premium-apps/data-uploader

Feel free to reach out if you need pricing and help to add it to your account.

✅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!

Paul Newcome

It looks like you are trying to update a report? If that is the case, Data Shuttle will not work directly. You would need to set up multiple workflows through Data Shuttle to update each of the individual sheets feeding the report.

EGBJ

Thank you

Paul Newcome

Happy to help. 👍️