How Do I Put Smartsheet Excel Template Into Smartsheet?

This article explains how to transfer information from Excel to Smartsheet using the Excel Add-In for Smartsheet.

The CData Excel Add together-In for Smartsheet enables y'all to edit and save Smartsheet data directly from Excel. This article explains how to transfer data from Excel to Smartsheet. This technique is useful if you lot want to work on Smartsheet information in Excel and update changes, or if you lot have a whole spreadsheet y'all desire to import into Smartsheet. In this example, you volition use the Sheet_Event_Plan_Budget table; even so, the same procedure will work for whatever table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Smartsheet connection by clicking From Smartsheet on the ribbon.

Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, y'all will need to register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connectedness properties.

However, for testing purposes yous can instead use the Personal Access Token you become when yous create an application; set this to the OAuthAccessToken connection holding.

Retrieve Data from Smartsheet

To insert data into Smartsheet, you lot will outset need to call back data from the Smartsheet table you desire to add together to. This links the Excel spreadsheet to the Smartsheet table selected: Later on y'all retrieve information, any changes you make to the data are highlighted in scarlet.

Click the From Smartsheet push on the CData ribbon. The Data Pick wizard is displayed.
In the Table or View carte du jour, select the Sheet_Event_Plan_Budget table.
In the Maximum Rows menu, select the number of rows you want to call back. If you want to insert rows, y'all need to think simply one row. The Query box will then brandish the SQL query that corresponds to your request.
In the Canvas Proper noun box, enter the proper name for the sheet that will be populated. By default the add-in will create a new sail with the proper noun of the table.

Insert Rows to Smartsheet

After retrieving data, you tin can add together data from an existing spreadsheet in Excel.

In a jail cell afterwards the final row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySheet_Event_Plan_BudgetSheetInExcel!A1.
Afterward using a formula to reference the cells you want to add to Smartsheet, select the cells that you are inserting data into and drag the formula downwards as far equally needed. The referenced values you want to add will be displayed on the Sheet_Event_Plan_Budget sheet.
Highlight the rows you desire to insert and click the Insert Rows button.

As each row is inserted, the Id value volition appear in the Id column and the row's text will change to blackness, indicating that the record has been inserted.