Importing from Excel to Show Changes from Prior Import

02/18/20
Answered - Pending Review

I have an Excel spreadsheet that I need to import into Smartsheet. The Excel sheet is generated every couple weeks, which means some of the data may change from version to version. Once I create the initial Smartsheet sheet, is there a way to only re-import the data that's changed, or do I need to create a new Smartsheet sheet every time I have an updated Excel report?

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Bobbi,

    A solution that would be perfect for this use-case is the premium add-on, Data Uploader. Is that an option?

    More info: 

    Would that work?

    I hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    ✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Is Data Uploader the same thing as Data Shuttle? Is there a way to import an excel file to update an existing Smartsheet without using Data Uploader or Data Shuttle? Thanks! Susan

  • Hi @SHOOD

    Yes, Data Shuttle is the updated version of Data Uploader; this is a slightly older post so there have been changes to this app. Data Shuttle can now automatically Upload and Offload data, which is why the name changed.

    In regards to importing Excel files, the core Smartsheet application will import an Excel file as a new Smartsheet Sheet (see: Import Files to Create New Sheets). Otherwise you can copy/paste information from one file to the other (see: Tips for Using Copy and Paste).

    Cheers,

    Genevieve

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