Data Shuttle issue I am trying to make simple updates in my source file

messierr

Data Shuttle issue
I am trying to make simple updates in my source file “Address.xlsx” to feed my Smartsheet named “Address”. No matter how I setup the workflow in Data Shuttle, it does not make the changes to the Target sheet after the initial run.

Data Shuttle issue.pdf

Paul Newcome

I am guessing you have mapped the Data Shuttle so that the name is the unique identifier. If you change the name, it will no longer match what is in Smartsheet, so Data Shuttle is treating it as a new record to add.

messierr

So what's the way around that? not naming a unique identifier?

_many thanks

Paul Newcome

You would need a unique identifier to make updates to existing rows. If you can create a numbered column then you can use that.

But to me it almost sounds as if you could get away with setting up the Data Shuttle to just replace all rows every time it runs. That doesn't require a unique identifier.

messierr

but it would wipe out other input from other sources.. Any way around that?

Paul Newcome

Possibly. How exactly are you using this list once it is created?

messierr

Basically pulling data from 3 different source reports (.xlsx) and using shuttle to map named fields to make one sheet . Then set a weekly import schedule to pull the reports and update SSheet. Using it mostly for dashboard exec metrics.

Paul Newcome

Ok. So 3 different excel files are being used to create one "master" Smartsheet. Understood. But what exactly are you doing with this master sheet? You say mostly for dashboard metrics. Depending on the metrics and how they are displayed, you could get away with using a report which means you can import the data into three separate Smartsheets, but I can't say for sure unless you are able to outline all of the different ways it is being used.

messierr

3 different excel files are being used to create one "master" Smartsheet which will be edited using various reports from that sheet and populating a main dashboard with general metrics.

If i grasp what you are suggesting, i would have 3 "separate" sheets setup with their own data shuttle workflow. Make a Move or copy row from each sheet to the main sheet which would have extra fields added. But i'm afraid when i run the following weeks reports to the main three sheets they will not update properly and would be seen as a change and add the row to the main sheet when all i wanted to do was update it?