Is it possible to Extract Information (Pull) from a Smartsheet to load directory (csv, Excel...)

02/15/21
Answered - Pending Review

We have a process in place where we would like to integrate data collected from a Smartsheet from into another solution to enrich records. Smartsheet would only be part and we are looking for an automate and PULL information from a specific Smartsheet into something that either could be loaded into Excel.


We are trying to avoid having to manually export data into a CSV or similar and manually integrate. Thank You

Sam.

Answers

  • Mark CronkMark Cronk ✭✭✭✭✭

    Hi @Sam Brennan ,

    To automate this I think you'll need to use a 3rd party application like Zapier.

    Mark


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