DataShuttle import if source sheet changes, but name remains the same

I've just started working with DataShuttle to automate a few of our reports.

We pull these reports weekly from SAP as an excel file, what we want to do is replace the file each week with the new file. These always download from SAP with the same name (EXPORT.XLSX), and I was wondering if this will effect the upload, or if we would need to copy the data from the new report into the source file each week in order for the upload into Smartsheet to work correctly?

Changing the file out in our tests didn't seem to effect the shuttle itself (The file name doesn't grey out), but I did notice that the data in one of the columns didn't appear to update until I went in and re-selected the source file.

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tcleaning

Screen Shot 2021-10-21 at 2.17.56 PM.png

@Galadriel975 Data shuttle looks at the underlying Excel file ID number, so you want to "update the version" of the file on Onedrive- but it has to remain that same file in the same location. SO you would choose "replace" and it will create a new version like this below.
Doing this will preserve the original file identifier and the workflow in Shuttle won’t need to be altered

Screen Shot 2021-10-21 at 2.18.36 PM.png

All comments

tcleaning

@Galadriel975 question to make sure I give you the right answer- are you manually attaching the file to the Smartsheet or is it living on Onedrive Google Drive or Box?

Galadriel975

@tcleaning It's living in a Onedrive folder.

tcleaning

Maria Franklin

Hi!

I’m Maria from the Product team at Smartsheet. I’m looking to speak to some early users of Data Shuttle and came across this post. Would you be willing to meet with me, to talk through how you're getting on onboarding to Data Shuttle? We are always working to improve your experience, and your input would be valuable.

My email is maria.franklin@smartsheet.com if you’d like to get in touch to schedule some time.

Best regards,
Maria

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