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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Importing Smartsheet Clients data into Excel helps you manage and analyze client information. Coefficient connects Smartsheet directly to your spreadsheet seamlessly.
This guide shows you how to import your Smartsheet Clients data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect to your Smartsheet account.
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Step 2:
Step 2. Select Import from… and choose the Clients object.
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Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
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Step 4:
Step 4. Set up auto-refresh to keep your client data automatically updated.
Step-by-step guide
Follow these steps to get your Smartsheet Clients data into Excel.
Step 1: Install and Connect Coefficient
First, install Coefficient for Excel. Go to the Insert tab, click “Get Add-ins,” search for Coefficient, and install it from the store.
Open the Coefficient add-in from the Home tab. Select Smartsheet when prompted to connect a data source.
Log in to your Smartsheet account and authorize Coefficient to access your data.
Step 2: Import Clients Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Clients” from the list of available objects to import.
You can refine the data by selecting specific fields or applying filters before clicking “Import” to add it to your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Clients data in Excel automatically updated. After importing, find the auto-refresh options in the Coefficient sidebar.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then sync automatically with the latest client information from Smartsheet.
Available Smartsheet Objects
- Lead Categories
- Campaigns
- Clients
- Vendors
- Domains
- Mailboxes
- Webhooks
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Frequently Asked Questions
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How to get Clients from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Clients data, ensuring your spreadsheet reflects the latest client information.
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How do I get a list of Clients in Smartsheet?
Use Coefficient to pull a complete list of Clients from Smartsheet into Excel for easy client management and analysis.
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How do I import Clients from Excel to Smartsheet?
Coefficient supports two-way sync, allowing you to push updates from Excel back to Smartsheet effortlessly.
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How do I update Clients from Excel to Smartsheet?
Edit your Clients data in Excel and sync changes back to Smartsheet using Coefficient to keep your Smartsheet data up to date.
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How to automate importing Smartsheet Clients to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Clients data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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