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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.”
Accessing your Smartsheet Discussions data in Excel helps you track and analyze project communications. Coefficient connects Smartsheet directly to your spreadsheet.
This guide shows you how to import your Smartsheet Discussions data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and link your Smartsheet account.
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Step 2:
Step 2. Click Import from… and choose the Discussions object.
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Step 3:
Step 3. Configure filters or select specific fields and import the data.
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Step 4:
Step 4. Enable auto-refresh for automatic data updates on a schedule.
Step-by-step guide
Here is how to get your Smartsheet Discussions data into Excel.
Step 1: Install and Connect Coefficient
First, 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. When asked to connect a data source, select Smartsheet.
Log in to your Smartsheet account and grant Coefficient access to your data.
Step 2: Import Discussions Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Discussions” 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 Discussions 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 discussion information from Smartsheet.
Available Smartsheet Objects
- Folders
- Sheets
- Reports
- Templates
- Dashboards/Sights
- Users
- Groups
- Rows
- Columns
- Attachments
- Discussions
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Frequently Asked Questions
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How to get Discussions from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Discussions data, ensuring your spreadsheet reflects the latest communication details.
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How do I get a list of Discussions in Smartsheet?
Use Coefficient to pull a complete list of Discussions from Smartsheet into Excel for easy tracking of project communications.
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How do I download Discussions data from Smartsheet?
You can download your Discussions data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
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How to automate importing Smartsheet Discussions to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Discussions data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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How do I import Discussions from Excel to Smartsheet?
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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