Smartsheet

Smartsheet to Google Sheets: Query from Smartsheet into Google Sheets or Post data from Google Sheets into Smartsheet using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is Smartsheet?

Smartsheet is leading work management platform you need to move from idea to impact - fast. Easy-To-Configure Rules. Automate Work Processes. Products: Automate Work Processes, Deploy With Confidence, Apps And Integrations, Work At Scale With Control Center.

Smartsheet to Google Sheets: Use Case(s)

> Pull all data from Smartsheet and present it into Google Sheets.

> Post data from Google Sheets into Smartsheet.

Smartsheet

Sheet Director

Google Sheets

Demo Video: Integrate Google Sheets and Smartsheet to pull and push data

Setting up Smartsheet in Sheet Director

Choose App and Service:

  • Select Smartsheet from the list of applications.

  • Select service as Query.


Smartsheet Configuration

  • Click on connect to Smartsheet to connect to Smartsheet so that you can pull data.


  • If Trello is connected successfully the following screen appears.

  • Select the required sheet

  • Select the Filters as required.

  • Select the maximum result that is required.


  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

  • Click on Clear Sheet before execution to clear old sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet

  • Click save to save the service

Sample Output

Google Sheet to Smartsheet - Post

Entity

  • Select the entity object that you need to post to

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)

  • Click on intelligent mapping to map the fields automatically.

  • Click on the "+" icon to add new mapping.

Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes

  • Intelligent mapping will map the matching fields automatically

  • You can do manual mapping by selecting Column drop down

  • You can delete the field by click on delete icon on top of each filed map

  • You can't delete mandatory* fields .

  • Click on execute will ask for confirmation.

  • Click save to save the service.

  • It will show number of records ready to post.

  • Click post now to post the records on Smartsheet.

Sample Output

  • It will show the count of number of records posted successfully and failed to post.