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.
This will launch Google Workspace Marketplace.
Type “Coefficient” in the search bar. Select the first app that appears.
Grant Coefficient access your Google Account by clicking ‘Allow,’ when prompted.
Coefficient will appear in the extension menu of Google Sheets.
Navigate to the app and click ‘Launch.’
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.
Navigate down the menu to find Smartsheet. Click ‘Connect.’
Click ‘Authorize’ to grant Coefficient access to Smartsheet.
Select ‘Allow’ and log in to your Smartsheet account when prompted.
Step 3: Customize Your Import
Select ‘Start from Scratch’ after connecting Coefficient to Smartsheet.
Review the list of available objects you can import into Coefficient in the Preview menu.
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.’
Copy the Sheet ID.
Paste the copied Sheet ID into the required field in Coefficient.
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
Customize your import by toggling fields in the left-hand menu. When finished, click ‘Import’ to fetch the Smartsheet report data into your spreadsheet.
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.
