At Smarter Business Processes we understand that there are some features that Microsoft Excel can perform really well that maybe Smartsheet is not as powerful at; we know that sometimes it is necessary to leave data in Excel to provide access to those features, but then there is the need for Smartsheet to connect to the data as well, to perform the functions that it can do so well.

So, what do you do?  How can you have data in both places?

By using our Smarter Excel Integration feature which is part of our Smarter Apps Platform, we can provide you with a “Send to Smartsheet” button that exceeds the functionality of the “Import from Excel” feature already in Smartsheet.

What are the limitations in the Excel integration already in Smartsheet?

1. The Import from Excel feature needs data values to import (if a cell contains a reference to a value it doesn’t import successfully)
2. The Import from Excel feature is limited to 50 columns at a time
3. All imported data is deposited in a NEW SHEET EVERYTIME
4. Each time we import the data we need to spend time either moving the data into linked sheets or refreshing all cell linking which points to the imported data – which opens us up to user error and time wasting

How does Smarter Excel Integration help?

1. The Send to Smartsheet feature will push data values OR cell references to values!
2. The only limitations on the integration is the sheet size limits in Smartsheet – you can “send” 200 columns or 5000 rows (or 200,000 cells) if you have enough data
3. You can specify the destination and the newly pushed data will replace the current data in the sheet
4. This replacement of data means that all the cell linking can stay in situ and users are no longer required to move data between sheets thus saving time and removing the user error risk

Example

From the screen shots below you can see a Main Data Table in Excel (Dark Green screen) and the same table of data being pushed to Smartsheet (Light Green screen).  If any data value changes in the Excel sheet, you simply press the  Send to Smartsheet button and the data in Smartsheet is automagically updated!

Smarter Excel Integration – Seamless, effortless and extremely efficient

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Work Smarter – more efficiently – with one of our ‘Off the shelf’ App Solutions.

We have designed a suite of Standard Apps and Solutions that cover common business requirements and which are unrivalled in ease of use, flexibility and price.

Take a look for yourself:

• SmarterControls4sheets
• Smarter Dropdown List Manager
• Smarter Formula Loader
• Smarter Workflow Manager
• Smarter Data Manager
• Smarter Column Naming
• Smarter Backups
• Smarter Permission Explorer
• Smarter Project Initialiser
• Smarter Cell-Level Timestamp Manager
• Smarter Excel Integration
• Smarter Accounting

Review our range of Smarter Apps or let us help you implement Smartsheet’s own Add-ons and Accelerators

Turn your spreadsheets (Excel, Google Sheets, Smartsheets)  into a relational database using mobile apps

Mobile Apps are more important than ever for businesses striving to engage with their consumers, employees, operations and suppliers using virtually any device. 

Using your existing sheets, workflow and logic, we can help you build a mobile app that combines data between your sheets at a fraction of the cost of traditional mobile app development.  

Arrange your Free Initial Consultation to review your Team App requirements OR if you have ideas to develop a more bespoke Mobile App solution, please complete our detailed needs appraisal – We’re here to help

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The Challenge

Existing workflows were such that certain information originated and was maintained in Excel.  However there was a need to have this same information available in Smartsheet for roll-up purposes.  The challenge:  How to make certain that the information was synchronized between the two systems

The Solution

Smarter Excel Integration solution

The Benefits

This feature allows the individuals working strictly within Excel to “Send to Smartsheet” via the Add in, ON DEMAND.  When this is triggered a mirror image of the sheet is updated within Smartsheet (in the same destination worksheet, preserving the original worksheet ID) and thus preserving all reference formulas, links to reports and dashboards so that statistics get updated seamlessly

Testimonial

Smarter Business Processes provided us with an excellent solution to a difficult problem.  They did it on schedule and provided a great product.  I’m very happy with their work, their team and their product.  Jim Beckham, VP Engineering – Red Dot Building Systems

The post Excel to Smartsheet solution improves efficiencies for Construction Company appeared first on SmarterBusinessProcesses.