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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.”
Getting your Smartsheet Users data into Excel allows you to manage user information and permissions effectively. Coefficient connects Smartsheet directly to your spreadsheet.
This guide walks you through importing your Smartsheet Users data into Excel using Coefficient.
TLDR
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Step 1:
Step 1. Install Coefficient for Excel and connect your Smartsheet account.
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Step 2:
Step 2. Choose Import from… and select the Users object.
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Step 3:
Step 3. Apply any necessary filters and import the data to your sheet.
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Step 4:
Step 4. Set up an auto-refresh schedule to keep the data current.
Step-by-step guide
Follow these steps to bring your Smartsheet Users data into Excel.
Step 1: Install and Connect Coefficient
To start, 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. 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 Users Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet, then choose “Users” from the list of objects to import.
You can select specific user fields or filter the data as needed before clicking “Import” to bring it into your Excel sheet.
Step 3: Set Up Auto-Refresh (Optional)
Keep your Users data in Excel automatically updated by setting up auto-refresh. Find the auto-refresh settings in the Coefficient sidebar after importing.
Schedule refreshes hourly, daily, or weekly. Your Excel sheet will then automatically sync with the latest user information from Smartsheet.
Available Smartsheet Objects
- Folders
- Sheets
- Reports
- Templates
- Dashboards/Sights
- Users
- Groups
- Rows
- Columns
- Attachments
- Discussions
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
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How to get Users from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Users data, ensuring your spreadsheet reflects the latest user information.
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How do I get a list of Users in Smartsheet?
Use Coefficient to pull a complete list of Users from Smartsheet into Excel for easy user management and analysis.
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How do I import Users from Excel to Smartsheet?
Coefficient supports two-way sync, allowing you to push updates from Excel back to Smartsheet effortlessly.
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How do I update Users from Excel to Smartsheet?
Edit your Users data in Excel and sync changes back to Smartsheet using Coefficient to keep your Smartsheet data up to date.
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How to automate importing Smartsheet Users to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Users data daily, keeping your data current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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