Excel Converstion to Smartsheets
Does anyone know if there is a way to smart-sync Excel documents into Smartsheet?
For example, I have an Excel file that I dump into a Smartsheet schedule each day. But I am running into the tediousness of having to personally sort the file to make sure I am not duplicating information, and then copy-pasting all physically checked info into Smartsheet from Excel.
My "Excel" Report is getting significantly larger now, which means I am spending vasts amounts more time transferring data. I would like to know if there is a function that can dump the Excel file into my Smartsheet, read all info that is already there, translate it, and only add new rows.
Comments
-
Hi Julie,
When you import to Smartsheet, you could maybe have a master sheet where you can collect everything and select what you need to add and then copy the rows over to the live sheet.
Another option could be the premium add-on called Data Uploader that probably would make the process much simpler.
Please see the attached link/screenshot for more information.
https://www.smartsheet.com/datauploader
Would any of those options work/help?
Let me know if I can help in any way!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
-
Andrée Starå that didn't fix my problem, but it gave me an idea on how to move forward. I will say though, the Data Uploader is a great sounding tool. Good to know how it works for future projects, especially because I know they will be coming up.
THANK YOU!
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 219 Industry Talk
- 457 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives