Template Import Data?

03/25/21
Answered - Pending Review

I have a template with only column headings and one column with two conditional formatting rules. However, when I import a spreadsheet into the template it overwrites the template settings. Is it possible to import only data into a Smartsheet template, as in Excel "Get Data/From File/From Workbook"?

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Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Fredrick J

    I hope you're well and safe!

    Not sure I follow.

    Are you importing an Excel spreadsheet?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    I hope that helps!

    Be safe and have a fantastic day!

    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.

  • Basically, is this Excel functionality available in Smartsheet?


  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Fredrick J

    No, not like that.

    What I usually do in my client solutions. I create what I call an Import sheet to connect with the sheet with the data or placeholders I want to replace.

    Would that work/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.

  • I tried importing a .csv file without the column headings, but Smartsheet considered it a separate spreadsheet. Do you have a generic example of an import sheet?

  • Joi OrtonJoi Orton ✭✭✭✭✭

    @Andrée Starå - can you explain in more detail your "import sheet" solution? I have a similar scenario as Fredrick J's. I would like to import only the data from an excel worksheet into a Smartsheet sheet I already have created without having to copy and paste. My already created Smartsheet sheet has additional columns than the Excel worksheet and automation workflows...the reason why I only want the data so I don't have to recreate the additional columns and automation workflows every time I do an import from Excel. Any ideas for a solution would be appreciated!

  • megan.griffithsmegan.griffiths ✭✭✭✭✭

    Hi,

    @Andrée Starå - did you find a solution to the above? I have the same issue where I want to import data only, but every time I try, it overrides the column headers and removes all the additional columns / automation etc?

    Thanks in advance

    Meg

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