Overwriting Sheet data without Data Mesh or Data Shuttle

ljpettr1

We have a system generated back order report that our planning specialist needs to run and distribute to 22 separate dealers twice a month. We do not yet have Data Mesh or Data Shuttle so she is still pulling the report manually from SAP into Excel. She then splits the data into 22 separate Excel files to email to each dealer.

I have set up reports in Smartsheet that automatically split the data and deliver it to the dealers from the uploaded SAP report. However, when I try to import data over the existing sheet, it just creates a new sheet which requires me to relink all the reports.

Is there a way to force the import to overwrite the existing data without the use of Data Shuttle?

Lucas Rayala

@ljpettr1 before getting too technical, you CAN simply copy and paste 500 lines at a time from excel to Smartsheet. That’s sometimes the easiest option. If you have programmers to help, but you can also use the API and I’ve got code on GITHUB that i can direct you to if that’s helpful. Otherwise, a quick way to transfer large amounts from an imported excel sheet is to set up a move row automation and just transfer everything to a primary sheet. Do any of these suggestions help? You can’t overwrite data without the API or a premium app such as datamesh however.

Lucas Rayala

@ljpettr1 before getting too technical, you CAN simply copy and paste 500 lines at a time from excel to Smartsheet. That’s sometimes the easiest option. If you have programmers to help, but you can also use the API and I’ve got code on GITHUB that i can direct you to if that’s helpful. Otherwise, a quick way to transfer large amounts from an imported excel sheet is to set up a move row automation and just transfer everything to a primary sheet. Do any of these suggestions help? You can’t overwrite data without the API or a premium app such as datamesh however.

ljpettr1

@Lucas Rayala thank you! I will try the automation route. I do not want to go the copy-paste route. Hopefully our company gets us data mesh and Data shuttle soon.