Thanks for your question! With Smartsheet Data Shuttle, you can automatically import data from enterprise software systems like CRM, ERP, and databases, directly into Smartsheet. Any system that can download to a CSV, Excel, or Google sheet can be uploaded into Smartsheet. You can also use Data Shuttle to offload data as an attachment to a Smartsheet sheet or to an external cloud source. (currently, OneDrive and Google Drive). More information on setting up a workflow in Data Shuttle can be found here: https://help.smartsheet.com/learning-track/integrations-and-add-ons/data-shuttle
Marcia Rose
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Hi Marcia,
Thanks for your question! With Smartsheet Data Shuttle, you can automatically import data from enterprise software systems like CRM, ERP, and databases, directly into Smartsheet. Any system that can download to a CSV, Excel, or Google sheet can be uploaded into Smartsheet. You can also use Data Shuttle to offload data as an attachment to a Smartsheet sheet or to an external cloud source. (currently, OneDrive and Google Drive). More information on setting up a workflow in Data Shuttle can be found here: https://help.smartsheet.com/learning-track/integrations-and-add-ons/data-shuttle
Unfortunately, we can't upload or offload to PDF format at this point, but we will pass this feedback along to our product team. You can do the same via the form on this page: https://help.smartsheet.com/articles/2476161-understanding-product-updates-making-enhancement-requests
Please let us know if you have any other questions.