Can data from my credit card account be automatically uploaded to Smartsheet?

Sara Ross

I reconcile employee credit card statements and track charges through the associated account online. Is there a way for Smartsheet to automatically upload the charges and relevant information from the account as they come through to a designated sheet?

Andrée Starå

Hi @Sara Ross

I hope you're well and safe!

I recently developed something similar for a client where they copied the export from the bank and then pasted it in my import solution, so it populated correctly.

It could also be automated with the Premium App, Data Shuttle.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Sara Ross

Thanks, Andree. I wondered if Data Shuttle might be a solution. How would I go about adding that application?

Andrée Starå

@Sara Ross

Excellent!

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/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!