Import vs Copy and paste
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,
Best Answer
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@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, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
Answers
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@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, join the Smartsheet Guru Elite
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Author of: Smartsheet Architecture Solutions
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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
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@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!
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Excellent!
Happy to help!
✅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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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How would I move the data from the BOAR that I imported into the import sheet?
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