How to Connect Smartsheet to Google Sheets

Last Modified: May 15, 2024 - 4 min read

Julian Alvarado

Smartsheet is a versatile tool for creating workflows, automations, and spreadsheets. By connecting Smartsheet to Google Sheets using Coefficient, you can easily import your Smartsheet data for further analysis and reporting.

In this tutorial, we’ll guide you through the process of setting up the integration and fetching your Smartsheet data into Google Sheets.

Prefer video? Watch the tutorial below!

Advantages of Using Google Sheets to Analyze Smartsheet Data

  • Derive Actionable Insights: Combine your Smartsheet data with information from other sources in Google Sheets to gain a comprehensive understanding of your projects, workflows, and team performance.
  • Automate Data Processes: Coefficient streamlines the process of importing and updating your Smartsheet data in Google Sheets, eliminating manual effort and ensuring your analyses are based on the most recent data.
  • Enable Team Collaboration: Share your Smartsheet data with team members in Google Sheets and collaborate on project analysis, empowering your team to identify and address issues proactively.

Tutorial: Connecting Smartsheet to Google Sheets Using Coefficient

Before we get started, you’ll need to install Coefficient in Google Sheets. Don’t worry, it’s a fast and straightforward process that you only need to do once. Follow these simple steps to get started:

Step 1: Install Coefficient in Google Sheets

Navigate to the top menu and click ‘Extensions’ > Add-ons > Get add-ons.

The Google Sheets menu with Extensions > Add-ons > Get add-ons highlighted.

This will launch Google Workspace Marketplace.

Type “Coefficient” in the search bar. Select the first app that appears.

The Google Workspace Marketplace with Coefficient searched and the app highlighted.

Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.

The Coefficient authorization prompt with the Allow button highlighted.

Coefficient will appear in the extension menu of Google Sheets.  

Navigate to the app and click ‘Launch.’

The Google Sheets menu with Coefficient listed under Extensions and the Launch option highlighted.

Step 2: Connect Smartsheet as a Data Source in Coefficient

With Coefficient installed, you’re now ready to import your Smartsheet data into Google Sheets. Let’s walk through the process step by step:

Click ‘Import from…’ from the Coefficient menu.

Accessing the 'Import from...' option in the Coefficient menu in Google Sheets for Smartsheet.

Navigate down the menu to find Smartsheet. Click ‘Connect.’

Locating and connecting to Smartsheet in the Coefficient dropdown menu in Google Sheets.

Click ‘Authorize’ to grant Coefficient access to Smartsheet.

Authorizing Coefficient to access Smartsheet data in Google Sheets.

Select ‘Allow’ and log in to your Smartsheet account when prompted.

Logging into the Smartsheet account to allow Coefficient access in Google Sheets.

Step 3: Customize Your Import

Select ‘Start from Scratch’ after connecting Coefficient to Smartsheet.

Choosing to start from scratch after connecting to Smartsheet in Google Sheets via Coefficient.

Review the list of available objects you can import into Coefficient in the Preview menu.

Reviewing available Smartsheet objects for import in Coefficient preview menu in Google Sheets.

To Import Data from a Sheet:

Select ‘Import a Sheet.’

Note: You’ll need the Sheet ID of the sheet you wish to import to continue.

Navigate to the desired sheet in Smartsheet. Go to ‘File’ > ‘Properties.’ 

Process of importing a Smartsheet by copying and pasting the Sheet ID into Coefficient in Google Sheets.

Copy the Sheet ID.

The Report ID field populated in the Coefficient sidebar for importing a Smartsheet report in Google Sheets

Paste the copied Sheet ID into the required field in Coefficient.

The Import button in the Coefficient sidebar for a Smartsheet report in Google Sheets

Click ‘Import’ to fetch the Smartsheet data into your Google Sheets  workbook.

To Import Data from a Report:

Select the ‘Import a Report’ endpoint from Coefficient’s Import Preview Menu.

Note: You’ll need the Report ID of the report you wish to import to continue.

Access it by navigating to the desired report in Smartsheet. Then, click ‘File’ > ‘Properties’ and copy the “Report ID.”

Paste the copied Report ID into the required field in Coefficient

Paste the copied Report ID into the required field in Coefficient

Customize your import by toggling fields in the left-hand menu

Customize your import by toggling fields in the left-hand menu. When finished, click ‘Import’ to fetch the Smartsheet report data into your spreadsheet.

clicking import in the coefficient import preivew menu

Review the imported report data in your Google Sheets spreadsheet.

Tips and Tricks: Analyzing Smartsheet Data in Google Sheets

  • Create Visual Dashboards: Use Google Sheets’ built-in charts and formatting options or Coefficient’s pre-built templates to build interactive dashboards that provide a clear, visual representation of your Smartsheet data.
  • Ensure Data Freshness: Set up automatic data refreshes with Coefficient to keep your Smartsheet data in Google Sheets always up-to-date, providing a reliable basis for your analyses and reports.
  • Receive Timely Notifications: Configure Coefficient to send alert notifications to Slack or email when specific conditions are met, helping you stay informed about critical issues without constantly checking your sheets.

Connect Smartsheet to Google Sheets in Seconds with Coefficient

Connecting Smartsheet to Google Sheets using Coefficient simplifies the process of importing and analyzing your Smartsheet data.

By following this step-by-step tutorial, you can easily fetch your Smartsheet sheets and reports into a Google Sheets spreadsheet and leverage the powerful analysis and collaboration features of Google Sheets.

Get started with Coefficient today to streamline your Smartsheet data analysis workflow.

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.