Import vs Copy and paste

Alex Carter

Hello,

I currently have a report that gets generated outside of smartsheets, we call this the BOAR report. I previously was copy/pasting the BOAR into a smartsheets grid but sometimes the BOAR is very large and cannot be copied.

The reason I was not importing the BOAR is because I have multiple ss reports that are generated based off of the BOAR that wouldn't have a link established if I was to import.

Is there any way to import the BOAR without losing the connections to the smartsheets report? I have over a dozen sheets like this and manually establishing the links would take a lot of time for how often we update the report.

Thanks,

Darren Mullen

@Alex Carter If you have access to Data Shuttle that is one option. Otherwise, reports can be pointed to a folder and when a new sheet is imported into that folder it would get added to the report automatically. Maybe that can help?

Darren Mullen

@Alex Carter If you have access to Data Shuttle that is one option. Otherwise, reports can be pointed to a folder and when a new sheet is imported into that folder it would get added to the report automatically. Maybe that can help?

Andrée Starå

Hi @Alex Carter

I hope you're well and safe!

To add to Darren's excellent advice/answer.

Another option could be to add a so-called Import Sheet that would be connected and structured to work with the BOAR. You'd import the BOAR to a new Smartsheet Sheet and then move the rows to the Import sheet.

Would that work/help?

I hope that helps!

Have a fantastic week & Happy Holidays!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Alex Carter

@Andrea Mayer @Darren Mullen - I ended up connecting the report to a folder as I believe this would be the easiest method for my team to also use. Thanks for the help!

Andrée Starå

@Alex Carter

Excellent!

Happy to help!

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Alex Carter

@Andrée Starå ,

How would I move the data from the BOAR that I imported into the import sheet?