Automate Export to Excel

Sudeep

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.

Any ideas?

Andrée Starå

Hi Sudeep,

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!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Marcin P

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.

JDupes

@ 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. 

 

Justin 

ErikG

@jdupes

I found this Reddit post outlining how to pull smartsheet data into Excel via Power Query.  Hopefully that helps!

https://www.reddit.com/r/excel/comments/97tsbs/how_to_connecting_excel_power_query_to/

Andrée Starå

Hi Erik,

Excellent resource!

Thanks for sharing!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

Kelley Dean

Does anyone know the coding that would be needed to connect to a report rather than a sheet?

Casey Lisak

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

https://www.smartsheet.com/marketplace/premium-apps/data-shuttle

C. Peter Datz

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)

Texmati

It took a good bit of head banging, but I figured out how to get report data into Excel via power query by setting up the source like this:

= Web.Contents("https://api.smartsheet.com/2.0/reports/YOUR_REPORT_ID?level=3&include=objectValue", [Headers=[Authorization="Bearer YOUR_API_TOKEN", Accept="application/vnd.ms-excel"]])

Just sub your Report ID and your API Token in the script above. The query brought in two tables for me, one for the report data and another for the comments, I just picked the one I wanted and went on from there.