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.


Teri Ann Oursler, DVM

Best Answer

  • Genevieve P.
    Genevieve P. Employee Admin
    Answer ✓

    Hi @Teri Ann Oursler

    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.