Can we copy data automatically based on some condition from a sheet to excel in sharepoint

Ravi Sagar

Can we copy data automatically based on some condition from a sheet to excel in sharepoint ?

Kelly Moore

Hey @Ravi Sagar

If you have access to the premier app DataShuttle, you may be able to use offload data from smartsheet to sharepoint excel. DataShuttle will run on a schedule (not a trigger). The data exported can be filtered to meet conditions. If this option is available to you, it will be very straight forward to set up and the community is available to answer any questions. If available, try this first.

A different approach is to use power automate. This will be through your Microsoft Office account. https://powerautomate.microsoft.com/en-us/templates/details/70e1ab21ef954033ada4704d38fec6e6/copy-data-from-smartsheet-to-excel-online-business-spreadsheet/

Will either of these work for you?

Kelly

Minoguejj

I recently did this. I have an excel sheet that automatically connects and pull data from a smartsheet. If this is what you need message me.

JLavender

Minoguejj,

Please explain how you were able to set up the automation to pull data from a smartsheet to excel.

Thanks!

Julie