Automated integrations with Employment Hero, Xero, Artisan Plus.

I would like to be able to import data from several different platforms into Smartsheet and have Smartsheet update some data in a 3rd party platform. There's not much data to shift, so I can't afford an expensive solution, but if it's possible to automate that would be great.

Specifically, I want to have our staff and their contact details imported from the HR platform, stock levels imported from a our roasting software, prices updated in Smartsheet to update prices in Xero inventory.

I'm confused about Data Shuttle, Bridge, Zapier and would like to know best practice. I'm on a business account.

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Andrée Starå

Hi @agoodkeensavage

I hope you're well and safe!

Data Shuttle and Bridge are Premium Apps that must be acquired separately*.
Zapier is a 3rd-party integration that has a separate subscription
Another option could be the Smartsheet API

I recommend starting by examining all the applications/services that you want to "sync" and then examining what the different services can do.

There are multiple levels to this.

I usually develop an import solution in Smartsheet, where you can copy/paste or Export an Excel sheet and then import it.
Zapier or similar (depends on the data)
Data Shuttle or similar and manually exporting from your system, and then manually adding it to a directory that Data Shuttle automatically imports
Automatic export to a location and Data Shuttle automatically imports
Smartsheet API or Bridge

*Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the Data Shuttle license and more.

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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