Export sheet URLs to excel

salley280

Hi, I'm trying to export multiple secure sheet links (urls) to excel (or pull them into a report) so I can upload them to a field in Salesforce. 

Is there any easy way to do this? Thanks for your help! 

Mike Wilday

Smartsheet offers a direct connection to Salesforce. That might be a better information process as it would cut out a middleman. Plus you'll get a real-time transfer of data between the two applications.  

https://www.smartsheet.com/salesforce

 

salley280

Thank you. Yes, we actually have a one way smartsheet connector already, but its inbound only. 

So I just need this one time to download to excel and upload to Salesforce. 

Any ideas on how I can get the secure sheet link URLs for multiple sheets exported? 

J. Craig Williams

salley280,

Yes.

If you are a SysAdmin, you can download the Sheet Access Report (Admin | User Management | More Actions)

This will be a csv file. You can import that back to Smarsheet OR open in another spreadsheet app.

The first column is the Key.

You'll want to filter for unique items in the list, as if there are 20 people with permissions on a specific sheet, you will see 20 records. The easiest way is to filter column 7 "Shared To" for "Owner", as each sheet can have only one of those.

Next your want to filter for Type = Sheet (column 4)

Last, you'll want to build your secure link by having a new column that contains this formula (in Excel)

="https://app.smartsheet.com/b/home?lx="& A2

for row 2

If you import back to Smartsheet

="https://app.smartsheet.com/b/home?lx=" + [Key]1

for row 1 (assuming the column headers came in as column names)

I use Excel because it is less steps.

I then copy and paste-value to get rid of the formula.

Note that in the downloaded csv it has object name and Workspace but you could have the same object name throughout your account and certainly throughout a single Workspace, so there may be some reconcile at the end that has to be done by a human.

I hope this helps.

Craig