Connect Excel file from OneDrive or Sharepoint to Smartsheet
Hello, I would like to know if there is a way to automatically copy the data from an excel file located at a specific folder in OneDrive or Sharepoint to Smartsheet.
I have tried to use Power Automate and Zapier with no luck. The specific issues I have encountered is that in Power Automate, I can only bring metadata from the Excel files but not the content or data itself within Excel. In Zapier (OneDrive to Smartsheet), something similar happens. All the 'Actions' available in both softwares do not appear to copy this data.
I'm a beginner in these integrations and I would like to execute this query everytime a new file has been created.
Thanks and best regards!
Best Answer
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Hi @lschek1
I hope you're well and safe!
The Premium app, Data Shuttle was made for this.
Is that an option?
I hope that helps!
Be safe and have a fantastic week!
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 @lschek1
I hope you're well and safe!
The Premium app, Data Shuttle was made for this.
Is that an option?
I hope that helps!
Be safe and have a fantastic week!
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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Hi @Andrée Starå , will look into it. Many thanks!
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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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Note, We have found that Data Shuttle Does not work with sharepoints. It will only work in personal onedrives and will not map shared files. In Enterprise accts this is an issue.
" Data Shuttle doesn’t support uploads from shared drives from Google Drive or OneDrive."
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This has been a problem to me. I want to import from a sharepoint folder/teams folder.
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