Is there a way to upload my rater to Smartsheet?

Bigbigrick

I have my rater in excel, the concept is client can choose the option they need, and the rating factors will pop up automatically, but we don't want to share our formula or how we come out the premium to our client.

My question how is the data shuffle can help us realize the function on smartsheet.

Andrée Starå

Hi @Bigbigrick

I hope you're well and safe!

• Have you explored moving the process over to Smartsheet?
• Suppose it's not an option. What I sometimes do in my client solutions is add an Import solution (you'd paste the Excel data, and then it would populate as you need it to)
• We could probably structure a solution with Data Shuttle or a 3rd-party option.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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