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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 Vendors data into Excel helps you manage and analyze vendor information. Coefficient provides a direct connection to your spreadsheet.
This guide shows you how to import your Smartsheet Vendors 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 Vendors 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 Vendors 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 Vendors Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Vendors” 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 Vendors 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 vendor information from Smartsheet.
Available Smartsheet Objects
- Lead Categories
- Campaigns
- Clients
- Vendors
- Domains
- Mailboxes
- Webhooks
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Frequently Asked Questions
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How to get Vendors from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Vendors data, ensuring your spreadsheet reflects the latest vendor information.
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How do I get a list of Vendors in Smartsheet?
Use Coefficient to pull a complete list of Vendors from Smartsheet into Excel for easy vendor management and tracking.
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How do I import Vendors 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 Vendors from Excel to Smartsheet?
Edit your Vendors 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 Vendors to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Vendors data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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