Import Excel Data automatically

07/27/20
Answered - Pending Review

Hello Experts,

We are currently exporting excel file from SAP to Desktop and the same file is being manually fed in smart sheets to accommodate the existing charts on daily basis to update.

As of I don't find any plugin to correct SuccessFactors directly. Please suggest if there is any option in Smart sheet to automatically import the excel spreadsheet to update

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Tamizamuthan Vedachalam

    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!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    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!

    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.

  • Hello Andre,

    Appreciated your timely effort for responding. Yes, I have a raised a request to Smartsheet team regarding this and need to confirm for approval with my client.

    Have a Nice day!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Tamizamuthan Vedachalam

    You're more than welcome!

    If Data Uploader isn't an option, there might be a workaround.

    I recently developed a client solution where they needed to use an exported excel sheet as a source for each new project plan. Similar to your process, it seems. 

    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!

    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.

  • Hello Andre,

    We have installed Data Loader and connected Google Drive for testing purpose. Do we have option to restrict columns to be updated.

    Example -

    Source sheet is having 16 columns

    Target sheet is having 1 to 16 columns should extract data from source sheet and rest 17 to 20 columns are having formulas.

    I was able to successfully bring data from source to target sheet. But for some reasons, its wiping out formula for 17 to 20 columns.

    CAN WE RESTRICT the smart sheet NOT to touch the 17 to 20 columns. Please assist

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Tamizamuthan Vedachalam

    Apologies for the delayed answer. "vacation"

    I think you've already got this working. Is that correct, or do you still need help?

    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.

  • Hi Andree,


    Yes, Replacing will over write entire row and its a limitation. Alternatively i need to use Merge option in data up loader. But Merge is also having limitations, when I have multiple data with same primary key.

    So, I used REPLACE option to fill the data from external source and written formula in a separate sheet. Unfortunately, I see lot of limitations but I achieved what i required with lot of pain

    Thanks for your response.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Tamizamuthan Vedachalam

    Happy to help!

    Glad you got it working!

    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!

    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.

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