import and consolidate daily changed excel file with SS sheet
Hi,
currently my team (4 members) uses one excel file to save information about insurance incidents (task tracking with regularly action documentation f.e. what have craftsmen done, has insurance paid a.s.o).
It takes a few month until we all may use SmartSheet. Until that time I would like to daily or weekly import the the excel file into the SmartSheet-sheet.
How is that possible? What could be the best way?
Best Answer
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Hi Jörg,
Have you looked at the Premium Add-On, Data Uploader?
More info: https://www.smartsheet.com/datauploader
Depending on the specifics, I might be able to help as well. I recently built a solution for one of my clients, where they used another solution for structuring their project. The solution I made takes the pasted information from an excel file and links it to a project sheet and can then be rearranged as needed.
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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.
Answers
-
Hi Jörg,
Have you looked at the Premium Add-On, Data Uploader?
More info: https://www.smartsheet.com/datauploader
Depending on the specifics, I might be able to help as well. I recently built a solution for one of my clients, where they used another solution for structuring their project. The solution I made takes the pasted information from an excel file and links it to a project sheet and can then be rearranged as needed.
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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.
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Good morning Andree,
it´s funny. If I follow your proposed link /datauploader and filled out the contact form.
I received a message from sales department that they are not responsible. I should contact support -
I contacted support twice - first they didn´t response, than they asked me to look up Community...Really?
I would like to come back to your offer to help...;-)
What solution could you offer to daily or weekly import excel files and consolidate with a smartsheet sheet.(problem seems not to completely overwrite some data such as chats, emails,??)
greetings Joerg
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Good morning Jörg,
I'd be happy to schedule a call. Please email me, and we'll take it from there.
Email me at andree@workbold.com
Talk soon!
Have a fantastic day!
Best,
Andrée
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.
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Glad we got it working!
Have a fantastic week!
Best,
Andrée
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.
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