How to set up Data Shuttle offload to create a new file (with date for example) each time it runs?


I'd like to offload a Smarsheet to a Sharepoint location as an excel file, but would like it to be done monthly and to generate a new excel file (not update an existing one) each time this happens with the name of the file containing the date for example. Is this possible? Can this functionality be built in somehow?


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Jangir

    You can create a Data Shuttle workflow to offload information once a month to a CSV or Excel file stored in a onedrive/sharepoint location, however this offload would happen in the same file (new version) and it would retain the same file name each time.

    Please submit your feature request to the Product team by creating an Idea Post in the Smartsheet Product Feedback and Ideas topic here in the Community. This will allow other users to vote on your enhancement idea!

    An alternative would be to schedule sending yourself the sheet as an email attachment once a month, then upload this to Sharepoint manually when it's received (see: Send a sheet as an email attachment).

    You may also be able to use the Smartsheet API to export data, or Bridge by Smartsheet (if your plan has access to it).