Smartsheet to Word Document

E_Pieper

One of the ways, we utilize Smartsheet it is track the publications that come out of research. A few times a year, we are required to report on all publications and they need to be formatted in a specific way. Is there an option to transform a row into a Word friendly version v. the information being in row format. Currently, we use an End Note database for formatting. 

Below is an example of how we need them formatted:

S. Eveland, S. Thiminaiah, M. G. Marshall and G. Miller "Γ-brasses in the Mn-Zn system: An experimental and computational study" Journal of Solid State Chemistry, 2019, 269, 297.  DOI 10.1016/j.jssc.2018.09.045

 

Thanks. 

Beth

Andrée Starå

Hi Beth,

There are a few different ways to do this.

You could use the integration to Google Docs, Docusign or similar.

Would that work?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

Hi Beth,

How did it go? Did you manage to get something set up?

Happy Holidays & Happy New Year!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

ThomasH

If you didn't want to go the smartsheet integration route you could do something a bit more involved via the api token, you could use a scripting language of choice to gather the info relevant info from smartsheets and place on page. For instance using python, you would gather the data from smartsheets via the API, use the pandas package to organize the data and then print that organized data onto page via the docx package

Bernardo Ticom

Hey ThomasH,

I really need something like that. I need to print some documents for each project I have, and each project is a row in smartsheet. I would like to find a way to fill my template already created with some specific columns from smartsheet and print some different files from my pc so for each project I'll have a workpack with all the files I need with the correct info. At the moment I have to print everything manually.

Andrée Starå

Hi @Bernardo Ticom

Have you looked at the integration with Google Docs? You could use that to create the documents you need at once and convert them to Word.

There is an add-on, Smartsheet Merge that can create Google Doc documents and PDF's. Is that an option?

More info: 

Smartsheet Merge Add-on for Google Docs | Smartsheet Learning Center

https://help.smartsheet.com/articles/1850128-smartsheet-merge-add-on-for-google-docs#merge

There are a few Smartsheet-Google Drive integration points available to install from the Chrome Web Store:

Would that work?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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