Data transformation during Excel Import
Dear SS community,
I'm exploring the use of Smartsheet for payroll whereby I import 3-4 different and formatted Excel files to SS.
The challenge: the excel files are formatted (think merged columns, etc) and aren't easily convertible to a .csv.
Currently, I have multiple excel macros that strip formatting and walk row-by-row data to accumulate totals and drop them into a separate sheet.
Any reco's for the best approach..? Is it even possible?
Thanks, Jason
Answers
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Hi @wiredup
I hope you're well and safe!
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
- Have you explored using the Premium App, Data Shuttle to automate it?
- I recently developed an Import sheet solution for a client that could be an option.
Would any of those options work/help?
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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Andree,
Thank you for your response.. yes, I have looked at Data Shuttle - waiting to get access. I have to wait for sales to get back to me?
Attached is a screenshot... so, i have to "draw out" certain fields: employee name, address, login ID, code, number, etc...
Then, I drop them into rows in another worksheet to for the basis of payroll.
Imagine pulling another sheet that has data in a structured format.. there are no natural columns or headers.
Best, Jason
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@wiredup Jason,
Happy to help!
Feel free to reach out at andree@workbold.com, and I'd be happy to help you with the Data Shuttle license and more.
✅Remember! 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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