How to Import Groups Data from Smartsheet into Excel

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

Learn how to import live Groups data from Smartsheet into Excel using Coefficient for managing and tracking user groups.

Smartsheet integration

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Importing Smartsheet Groups data into Excel helps you manage and track your user groups. Coefficient provides a direct connection to your spreadsheet.

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

TLDR

  • Step 1:

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

  • Step 2:

    Step 2. Click Import from… and choose the Groups object.

  • Step 3:

    Step 3. Configure filters or select specific fields and import the data.

  • 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 Groups 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.

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

Step 2: Import Groups Data

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

Select Smartsheet as your source. Then, choose “Groups” 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 Groups 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 group 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 Groups from Smartsheet?

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    Connect Smartsheet to Excel with Coefficient to import live Groups data, ensuring your spreadsheet reflects the latest group information.

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

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    Use Coefficient to pull a complete list of Groups from Smartsheet into Excel for easy group management and tracking.

  • How do I download Groups data from Smartsheet?

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

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

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

  • How do I import Groups 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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