Planview to Smartsheet Data Integration
![Jokid006](https://us.v-cdn.net/6031209/uploads/defaultavatar/nWRMFRX6I99I6.jpg)
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
-
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
-
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.
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