Importing output from excel to populate smartsheets
Good afternoon all....I have built a pretty involved excel spreadsheet that was originally to be used as a quick price quote tool for a print shop. Input is required for Material, size and quantity which will generate a price for a single and/or double side print. We currently manually enter each of our workorders into smartsheets for tracking purposes, so I was wondering if I tailored the quote tool so you could submit an order from the same online form, if the output data can auto populate into smartsheets to create a new job
Comments
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Hello,
You might consider using a Smartsheet form with your sheet. More information on this is available in the help center: https://help.smartsheet.com/articles/522221-collect-information-form
Smartsheet forms will populate data in the form of a new row at the top or bottom of the sheet when someone makes a submission.
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Hi,
Depending on your Quote solution you could probably automate it with the help of a service like Zapier.
Would that work for you?
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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