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

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Andrée Starå

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!

wiredup

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

Andrée Starå

@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!

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