Creating separate sheet for a vendor to feed into my report.
I have a single sheet that holds all of my Data for numerous reports tailored for whoever is working in it.
I have a vendor that works on our projects but has some other independent projects and he doesn't want to have to have two different "trackers". Currently they use Excel of course.
Can I take their excel spreadsheet and dump into Smartsheet and then just pull from their sheet for updates to mine as long as the Primary Column and other column names are the same?
Answers
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Do you have access to Data Shuttle?
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Not that I know of. I asked and no one seems to think so
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Hi,
I hope you're well and safe!
Yes, you could use:- Premium App, Data Shuttle
- I sometimes develop a specific import process in my client solutions
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Without Data Shuttle, you will need to manually copy/paste.
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