Update sheet through upload

Ramesh Babu

Hi

I'm new to Smartsheet.

I understood, we can create form and when form submitted, that information will added to sheet.

But, is there a way the form will have multiple rows (instead of one form entry submission) and user should be able to either key-in in that rows or copy paste from an excel and finally when submitted, all those rows added to sheet.

Below is what I'm trying to achieve:

1. Created a sheet as admin and created form for that sheet
2. Other 3 users, will collect information offline (user excel) . Every month there'll be around 500 rows.
3. At the end of month, the need to submit their offline information which should be added to the sheet
4. The submission can be: either by entering in the form (which may be difficult as there will be many rows) or copy pasting all the 500 rows from excel to the form or good option is upload their excel file and after upload , uploaded rows should added to the sheet.

Is this possible with Smartsheet

Andrée Starå

Hi Ramesh,

I’d recommend either to import the Excel and then copy/move the rows to the main sheet. Another option could be having a sheet prepared where they paste the information and either copy/move the rows manually or set up a workflow to do it automatically.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Ramesh Babu

Hi Andrée Starå,

Thank you for the reply.

Option 1:  import the Excel and then copy/move the rows to the main sheet: This will not help, as this a recurring activity. Every month once or twice around 8 people need to upload their offline file, which should append to main sheet.

Option 2: Another option could be having a sheet prepared where they paste the information and either copy/move: Again same as above

Ideally, needs a web based form - either they should be able to able to copy & paste their offline file rows to that form or an option, using which they should be able upload their excel file and those rows should be added to main sheet. Just trying to explore, if this type of functionality available with Smartsheet.

Andrée Starå

Happy to help!

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

More info: 

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

Ramesh Babu

Hi Andrée Starå,

Thanks again for very quick replies. I'll explore that option.

Regards,

Ramesh

Andrée Starå

@Ramesh Babu

You're more than welcome!

Let me know how it goes!

✅Remember! Did my post(s) help or 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!

Ramesh Babu

Hi

As I'm exploring trail version, I'm not able to test the Data Uploader. But, I'm able to achieve the requirements with other options. Thank you for the sharing & support.👍️

Andrée Starå

@Ramesh Babu

Excellent!

I'm always happy to help!