Importing from Excel - Can't save
HI,
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 Smartsheet 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.
Any ideas why I can't save the imported Excel data?
Answers
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If you are in a current blank sheet and you click "Import", it creates a new sheet. When the popup box comes up, it asks you to enter a sheet name which then saves it as a new sheet and is probably in your Sheets section. If you tried it a couple of times, you might have a few sheets with your attempts under "Sheets".
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Thanks for the response.
The only way I was able to save the imported sheet was to "save a copy" and rename before I closed it.
Weird....
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