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Accessing your Smartsheet Workspaces data in Excel helps you manage and analyze your project environments. Coefficient makes connecting Smartsheet to your spreadsheet simple and automated.
Learn how to import your Smartsheet Workspaces data into Excel with this guide.
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 Workspaces 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 Workspaces 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 Workspaces Data
With Smartsheet connected, click “Import from…” in the Coefficient sidebar.
Select Smartsheet as your source. Then, choose “Workspaces” 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 Workspaces 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 workspace 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 Workspaces from Smartsheet?
Connect Smartsheet to Excel with Coefficient to import live Workspaces data, ensuring your spreadsheet reflects the latest environment information.
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How do I get a list of Workspaces in Smartsheet?
Use Coefficient to pull a complete list of Workspaces from Smartsheet into Excel for easy environment management and analysis.
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How do I download Workspaces data from Smartsheet?
You can download your Workspaces data by importing it into Excel or Google Sheets using Coefficient and saving the sheet.
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How to automate importing Smartsheet Workspaces to Google Sheets daily?
Set up scheduled auto-refresh in Coefficient to automatically update your Workspaces data daily, keeping your reports current without manual effort. Note: Coefficient works with both Excel and Google Sheets for automation.
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How do I import Workspaces from Excel to Smartsheet?
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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