Can I save over my existing sheet with an imported excel file?

Can I import an excel file and save over in order to capture updates without manually into the smartsheet?

We distributing the exported excel version of our sheet to a customer who does not use smartsheet. They return an updated excel file, and we would like to then import their updated excel version to smartsheet and save over / replace the previous version rather than manually adding all changes.

Thanks in advacne for anyone's help!

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Comments

Tim Meeks

Meagan,

Not that I am aware of unless you do via APIs. I've not tried that way before.

Importing an excel file creates a NEW sheet. So your existing data and formatting will disappear.

I'm having to do this on some existing excel sheets, so I am copying and pasting the data in as we have already created a template with conditionally formatting we want to retain.

You could have the vendor submit the data into the sheet vai a webform and then move their data around as needed.

Hope that helps.

Tim

See the links below.

http://help.smartsheet.com/customer/en/portal/articles/504553-importing-files-to-create-new-sheets

http://help.smartsheet.com/customer/en/portal/articles/522221-using-web-forms

John Hammond

You could also use update requests or publish the sheet to get updates from the vendor. They wont need a Smartsheet account to make changes directly to your sheet with these methods.

http://help.smartsheet.com/customer/en/portal/articles/504779-using-update-requests

http://help.smartsheet.com/customer/en/portal/articles/522078-publishing-sheets-reports

J. Craig Williams

Meagan,

What I did in the past was import the Excel sheet and then copy / paste the data into the Smartsheet sheet as Tim did.

I have played with the API and was able to update a sheet based on a csv exported from another system. This has to be customized, I think, because of sheet names, but is certainly do-able.

For me it made sense because that other system was not going away.

If this is a one-time task (and you are moving the system to Smartsheet as Tim and John suggest) then it likely isn't worth it.

If this is ongoing, then you should consider automation.

Contact me with questions.

jcwill23@gmail.com

Craig

greg.schaeffer63086

Has a request been submitted to the SS Lab for this Excel Add functionality?

Greg

Andrée Starå

Hi,

Smartsheet just released a new add-on called Data Uploader that could be an option.

Please see the attached link/screenshot for more information.

https://www.smartsheet.com/datauploader

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting