How to Import Columns Data from Smartsheet into Excel

using Coefficient excel Add-in (500k+ users)

Learn how to import live Columns data from Smartsheet into Excel using Coefficient for understanding sheet structure and fields.

Smartsheet integration

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Getting your Smartsheet Columns data into Excel helps you understand the structure and available fields within your sheets. Coefficient connects Smartsheet directly to your spreadsheet.

This guide walks you through importing your Smartsheet Columns data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient for Excel and connect your Smartsheet account.

  • Step 2:

    Step 2. Choose Import from… and select the Columns object.

  • Step 3:

    Step 3. Apply any necessary filters and import the data to your sheet.

  • Step 4:

    Step 4. Set up an auto-refresh schedule to keep the data current.

Step-by-step guide

Follow these steps to bring your Smartsheet Columns data into Excel.

Step 1: Install and Connect Coefficient

To start, install the Coefficient add-in in 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.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Columns Data

With Smartsheet connected, click “Import from…” in the Coefficient sidebar.

Select Smartsheet, then choose “Columns” from the list of objects to import.

You can select specific column fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.

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Step 3: Set Up Auto-Refresh (Optional)

Keep your Columns data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.

Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest column information from Smartsheet.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Smartsheet Objects

  • Folders
  • Sheets
  • Reports
  • Templates
  • Dashboards/Sights
  • Users
  • Groups
  • Rows
  • Columns
  • Attachments
  • Discussions

Frequently Asked Questions

  • How to get Columns from Smartsheet?

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    Connect Smartsheet to Excel with Coefficient to import live Columns data, ensuring your spreadsheet reflects the latest sheet structure.

  • How do I get a list of Columns in Smartsheet?

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    Use Coefficient to pull a complete list of Columns from Smartsheet into Excel for easy structure review and understanding.

  • How do I download Columns data from Smartsheet?

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    You can download your Columns data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.

  • How to automate importing Smartsheet Columns to Google Sheets daily?

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    Set up scheduled auto-refresh in Coefficient to automatically update your Columns data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.

  • How do I import Columns from Excel to Smartsheet?

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    Coefficient’s primary function is pulling data *from* sources like Smartsheet *into* spreadsheets. Direct import from Excel *to* Smartsheet might require different tools or methods.

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