)
Written by
“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 Lead Categories data into Excel helps you analyze how leads are categorized. Coefficient connects Smartsheet directly to your spreadsheet seamlessly.
This guide shows you how to import your Smartsheet Lead Categories data into Excel using Coefficient.
TLDR
-
Step 1:
Step 1. Install Coefficient for Excel and connect to your Smartsheet account.
-
Step 2:
Step 2. Select Import from… and choose the Lead Categories object.
-
Step 3:
Step 3. Configure filters or select fields as needed and import into your Excel sheet.
-
Step 4:
Step 4. Set up auto-refresh to keep your category data automatically updated.
Step-by-step guide
Follow these steps to get your Smartsheet Lead Categories 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 Lead Categories Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Lead Categories” 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 Lead Categories 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 category information from Smartsheet.
Available Smartsheet Objects
- Lead Categories
- Campaigns
- Clients
- Vendors
- Domains
- Mailboxes
- Webhooks
Related Smartsheet Use Cases
How to Import Workspaces Data from Smartsheet into Google Sheets
Learn how to easily import live Workspaces data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your project structures.
How to Import Workspaces Data from Smartsheet into Google Sheets
Learn how to easily import live Workspaces data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your project structures.
How to Import Users Data from Smartsheet into Google Sheets
Learn how to easily import live Users data from Smartsheet into Google Sheets using Coefficient for streamlined reporting and analysis of your Smartsheet users.
Frequently Asked Questions
-
How to get Lead Categories from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Lead Categories data, ensuring your spreadsheet reflects the latest categorization.
-
How do I get a list of Lead Categories in Smartsheet?
Use Coefficient to pull a complete list of Lead Categories from Smartsheet into Excel for easy categorization analysis.
-
How do I import Lead Categories from Excel to Smartsheet?
Coefficient supports two-way sync, allowing you to push updates from Excel back to Smartsheet effortlessly.
-
How do I update Lead Categories from Excel to Smartsheet?
Edit your Lead Categories data in Excel and sync changes back to Smartsheet using Coefficient to keep your Smartsheet data up to date.
-
How to automate importing Smartsheet Lead Categories to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Lead Categories data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
Trusted By Over 50,000 Companies
