Integrating Excel with Smartsheet

PMChristine

I am trying to integrate information from an Smartsheet to an Excel spreadsheet and/or vs. versa.

In the Excel sheet I highlighted the areas I would like link with SS(corresponding SS column)

I know how to set up data shuffle, but I cannot configure the Excel in the way it needs to perform this function.

Both files have “item #” and I thought the information could be pulled from that?...

I did some research and found Smartsheet Live Data Connector and was wondering if this will do what I am looking for…if so I will get our IT dept involved.

Example of the Excel where the data is to be be dropped and/or updated

Example of the SS where the information is initially inputted

Thank you in advance for any tips/tricks/rabbit holes to go down I would greatly appreciate it!

Naeem Ejaz

Live Sync with Excel via Microsoft Power Automate

• Use case: Set up automated workflows between Excel and Smartsheet.
• How to:
  • Use Power Automate (Microsoft Flow) to:
    • Sync new rows from Excel to Smartsheet.
    • Update Smartsheet when data changes in Excel (and vice versa).