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Does anyone know if there is a way to smart-sync Excel documents into Smartsheet?

 

For example, I have an Excel file that I dump into a Smartsheet schedule each day. But I am running into the tediousness of having to personally sort the file to make sure I am not duplicating information, and then copy-pasting all physically checked info into Smartsheet from Excel.

My "Excel" Report is getting significantly larger now, which means I am spending vasts amounts more time transferring data. I would like to know if there is a function that can dump the Excel file into my Smartsheet, read all info that is already there, translate it, and only add new rows.

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Comments

Hi Julie,

When you import to Smartsheet, you could maybe have a master sheet where you can collect everything and select what you need to add and then copy the rows over to the live sheet.

Another option could be the premium add-on called Data Uploader that probably would make the process much simpler.

Please see the attached link/screenshot for more information.

https://www.smartsheet.com/datauploader

Would any of those options work/help?

Let me know if I can help in any way!

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå that didn't fix my problem, but it gave me an idea on how to move forward.  I will say though, the Data Uploader is a great sounding tool. Good to know how it works for future projects, especially because I know they will be coming up.

 

THANK YOU!