Is there a simple way to automate the "Export to Microsoft Excel" on a schedule?

Charli35

I'd like to download the Excel versions of multiple Smartsheet sheets on a weekly basis to a location on my local machine. Is there a way to do this easily?

jmyzk_cloudsmart_jp

Hi @Charli35

There are three ways I know of. I suggest the easy way 1.😀

Method 1: Schedule backup

You get an email.

https://help.smartsheet.com/articles/2482573-schedule-recurring-weekly-backup

https://techcommunity.microsoft.com/t5/windows-11/how-to-schedule-any-app-windows-11/m-p/2772955

Pro: easy

Con: You have to download and open the zip manually. You have to create a workspace to specify the backup contents.

Method 2: Use the Java backup tool and create an automated task using Task Scheduler (windows case)

https://github.com/smartsheet-platform/backup-java

Pro: Automatic Backup in Excel format

Con: It isn't easy to set up and back up all the sheets in your account

Method 3: Use Smartsheet API

https://smartsheet.redoc.ly/tag/sheets#operation/getSheet

Pro: Automatic Backup in Excel format of specified sheets

Con: Difficult to setup

Andrée Starå

Hi @Charli35

I hope you're well and safe!

To add to Jmyzk's excellent advice/answer.

Another option would be to send it as an attachment on a schedule.

https://help.smartsheet.com/articles/504773-sending-sheets-rows-via-email#toc-send-a-sheet-as-an-attachment

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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