Datashuttle: source not found when updated

Alexandra P
Alexandra P ✭✭✭
edited 02/17/25 in Add Ons and Integrations

I have a situation where a SharePoint folder is updated every week by uploading a file with the same name and columns each time. I have set up a Data Shuttle to upload this data to a datatable, but it doesn't work because the file is deleted and replaced. What other solutions do you suggest?

Best Answer

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    Answer ✓

    Hello @Alexandra P ,

    Below is a regular option that I use which is the shortest Architecture for me and quickest access to review audit trail. Just know that Smartsheet still has room to expand on the data volume consumption limitations.

    Minimum Architecture (Minimum Audit Trail Friction)
    1) SP XLSX template file
    1a) Python script overwrites daily record results; does not delete file
    1b) SP XLSX maintains record change history
    2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
    3) Connect to Smartsheet

    Medium Architecture (Medium Audit Trail Friction)

    1)SP XLSX template file
    1a) Python script overwrites daily record results; does not delete file
    1b) SP XLSX maintains record change history
    2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
    3) Connect to Smartsheet
    4) Automation Move Rows to another Smartsheet acting as an Archive backup

    I can be reached at erin.horiuchi@syneoshealth.com if you want to meet and discuss further.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

Answers

  • Michelle Choate 2
    Michelle Choate 2 Community Champion
    edited 02/15/25

    @Alexandra P

    You can have that new file attached to a form every week and moved into the sheet with Data Shuttle instead. I have this setup myself for several updates.

    Michelle Choate

    michelle.choate@outlook.com

    Always happy to walk through any project you need help with! Book time with me here: https://calendly.com/michelle-choate

  • Hi Michelle, thank you for the idea, but I am aiming to automate the procedure instead of using a form or attaching a file to a sheet.

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭

    Hello @Alexandra P ,

    There is more than 1 way to approach this.

    Can you please confirm that you have a singular file on SP that is being overwritten every iteration?

    This will help me to better provide a recommendation.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀

  • Erin Horiuchi Green
    Erin Horiuchi Green ✭✭✭✭✭✭
    Answer ✓

    Hello @Alexandra P ,

    Below is a regular option that I use which is the shortest Architecture for me and quickest access to review audit trail. Just know that Smartsheet still has room to expand on the data volume consumption limitations.

    Minimum Architecture (Minimum Audit Trail Friction)
    1) SP XLSX template file
    1a) Python script overwrites daily record results; does not delete file
    1b) SP XLSX maintains record change history
    2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
    3) Connect to Smartsheet

    Medium Architecture (Medium Audit Trail Friction)

    1)SP XLSX template file
    1a) Python script overwrites daily record results; does not delete file
    1b) SP XLSX maintains record change history
    2) Create a DataTable (via Data Shuttle requires an index column with unique reference id)
    3) Connect to Smartsheet
    4) Automation Move Rows to another Smartsheet acting as an Archive backup

    I can be reached at erin.horiuchi@syneoshealth.com if you want to meet and discuss further.

    Erin Horiuchi Green, MBA, LSSYB, PSMI
    Process Manager
    Syneos Health

    Please kindly like ❤️, upvote ⬆️ and/or mark ✅ any of my contributions that have provided value.

    Core App and Project Managment Certified 🚀