Importing Excel Data into a template
I have created a template with all of the appropriate columns, workflows and filters that I need.
I have a 4900 row Excel spreadsheet with my data.
I would like to import the Excel spreadsheet into my template. I can copy and paste, but since the limit is 500 rows at a time, it takes time.
I cannot seem to find a way to import that 4900 rows and tell Smartsheet to put the data in the template I have already created.
Thanks,
Teri Ann Oursler, DVM
Best Answer
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Importing an Excel file will create an entirely new sheet (see: Import Files to Create New Sheets).
This means that you are correct - the way to bring in this data into an already formatted sheet would be to copy/paste in the values to the Smartsheet cells.
An alternative would be to use the premium add-on Data Shuttle, if you have access to it. You could create a workflow based on an attached file, which would match columns from your Excel document to columns in your Smartsheet sheet and sync the data to the correct place.
Cheers,
Genevieve
1
Answers
-
Importing an Excel file will create an entirely new sheet (see: Import Files to Create New Sheets).
This means that you are correct - the way to bring in this data into an already formatted sheet would be to copy/paste in the values to the Smartsheet cells.
An alternative would be to use the premium add-on Data Shuttle, if you have access to it. You could create a workflow based on an attached file, which would match columns from your Excel document to columns in your Smartsheet sheet and sync the data to the correct place.
Cheers,
Genevieve
1 -
Thank you, Genevieve.
I will look at Data Shuttle. I am glad to know I had not missed an obvious way to do this.
Teri
0
