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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.”
Importing Smartsheet Templates data into Excel helps you manage and track your template information. Coefficient provides a direct connection to your spreadsheet.
This guide shows you how to import your Smartsheet Templates 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 Templates 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 Templates 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 Templates Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Templates” 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.
