Planview to Smartsheet Data Integration

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Jokid006
Jokid006
edited 06/14/22 in Add Ons and Integrations

Hello,


I have a Planview data that I will be needing to directly and automatically populate in Smartsheets grid.

Is there a way to connect these data apart from the option of having to export excel from Planview then import excel to Smartsheet?


Thank you for helping!

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Jokid006

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • Using a 3rd party service like Zapier or similar.
    • Using the premium app, Data Shuttle to import/update from an Excel or similar automatically.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓
    Options

    Hi @Jokid006

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • Using a 3rd party service like Zapier or similar.
    • Using the premium app, Data Shuttle to import/update from an Excel or similar automatically.

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.