I am looking at ways I can automate export a smartsheet to excel at regular frequencies.
I tried using MS Flow, but the Smartsheet connector doesn't have an option to get to get the content.
You can probably use a third-party solution like Zapier or similar. Zapier has an action that can send a sheet as an Excel attachment.
Would that work?
Have a fantastic weekend!
Workflow Consultant @ Get Done Consulting
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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The question is whether you'd like to just pull data from your sheet to excel on regular basis or create excel export to new file?
If just pull data, then you can do it within excel's power query functionality which is quite easy if you learn how to do it.
If create export to excel file each time, then as Andree said, you have to use some 3rd party solution or some api plugin.
@ Marcin P - Could you explain how to connect power query to Smartsheet? I’ve attempted to do so in the past and was unsuccessful.
Appreciate your input in advance.
I found this Reddit post outlining how to pull smartsheet data into Excel via Power Query. Hopefully that helps!
Thanks for sharing!
Workflow Consultant / CEO @ WORK BOLD
Does anyone know the coding that would be needed to connect to a report rather than a sheet?
Reviving this old thread. There is a premium App - Data shuttle that can automate an import AND EXPORT . You map the columns that you want to export, i.e. pick and choose which get import/exported
You can have the files export - local, GDrive, or OneDrive
I also just got the Smartsheet Live Data Connector working for this very situation. I needed to automatically update a report for pickup by an automated FTP upload process. Works perfectly from a Smartsheet report to an Excel file via an ODBC connection and Excel PowerQuery.
Smartsheet Live Data Connector (smartsheet-platform.github.io)
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