How to Import Folders Data from Smartsheet into Excel

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

Learn how to import live Folders data from Smartsheet into Excel using Coefficient for better project organization and tracking.

Smartsheet integration

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Importing Smartsheet Folders data into Excel helps you manage and track your project organization structure. Coefficient connects Smartsheet directly to your spreadsheet.

This guide shows you exactly how to import your Smartsheet Folders data into Excel using Coefficient.

TLDR

  • Step 1:

    Step 1. Install the Coefficient add-in for Excel and connect to your Smartsheet account.

  • Step 2:

    Step 2. Select Import from… and choose the Folders object.

  • Step 3:

    Step 3. Filter data or select fields as needed and import into your Excel sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your folder data automatically updated.

Step-by-step guide

Follow these steps to get your Smartsheet Folders 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.

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

Step 2: Import Folders Data

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

Select Smartsheet as your source. Then, choose “Folders” 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.

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Step 3: Set Up Auto-Refresh (Optional)

Keep your Folders 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 folder 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 Folders from Smartsheet?

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    Connect Smartsheet to Excel with Coefficient to import live Folders data, ensuring your spreadsheet reflects the latest organization.

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

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    Use Coefficient to pull a complete list of Folders from Smartsheet into Excel for easy project organization and tracking.

  • How do I download Folders data from Smartsheet?

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

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

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

  • How do I import Folders 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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