I need to run an external report from our ATS software & merge it to smartsheets with automations

I will be pulling a weekly report from our ATS system to create a "master data sheet" of all of our requisitions. I want to put this into a smartsheet sheet & set up automations from this to allow me to remind our recruiters to complete action items & track the health of the requistions. How can I do this seamlessly & allow for easy maintenance

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Do you have access tot he premium add-on Data Shuttle?

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com

  • We have 2 licenses to that in the company but I do not have one myself. I was hoping to see if anyone had a workaround for this

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Data Shuttle isn't restricted by a number of licenses. Your system admin should be able to grant you the ability to create data shuttle workflows (assuming there are no internal policies or anything else I am unaware of).

    Outside of data shuttle, you are looking at the API, the premium add-on Bridge (more user friendly interface for the API), or some third party app such as Zapier or power automate.

    Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!

    CERTIFIED SMARTSHEET PLATINUM PARTNER

    10xViz.com