Importing Excel data

I'm able to "import" an Excel tasklist into a blank sheet, however I'm unable to save and reopen it.

If I cut/paste the data into the sheet, it saves just fine.

Is this a bug or am I using the "import" function improperly?


Thanks

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @JWood

    I hope you're well and safe!

    What happens? Can you elaborate?

    Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • JWood
    JWood ✭✭

    HI,

    I don't really have anything I can screenshot so I'll be a bit more descriptive.

    I first created a sheet in Smartsheet called "Distributions". The purpose of this sheet is to list out the tasks needed to complete a quarterly distribution of various funds and taxes.

    After opening the blank sheet, I attempted to import a separate Excel spreadsheet that already had the tasks listed & formatted.

    Once the information from the spreadsheet was imported, everything looked great in the Smarsheet sheet.

    However the "save" button was greyed out on the tool bar and in the "File" dropdown list.

    Thinking it was already saved, I closed the Smartsheet sheet. When I went to open the Distribution sheet again, all the information was gone and the sheet was again blank. I tried to reimport several times to no avail.

    On a whim, I opened the spreadsheet, highlighted all the fields of concern, right clicked "copy", and was able to paste into the Smarthseet sheet by using ctr=v.

    The sheet was able to be saved and all information was retained except for color formatting etc.