Copy CSR for Client Onboarding Smartsheet
Client onboarding CSRs.
- •Copy cross-sheet references for client onboarding.
- •Set up new client sheets with CSRs quickly.
- •Work confidently with fewer errors and more control.
Copying cross-sheet references between sheets in Smartsheet is tedious. You have to recreate each reference manually one by one, but there's a faster way. I'm going to show you how to copy and paste all your cross-sheet references at once using SSFeatures. First, download SSFeatures. Open your sheet in Grid View. Right click a cell. Click \"Manage References\". Click \"Copy Cross Sheet References\". Select the references that you want to copy. Click \"OK\". Now open the sheet that you want to paste the references into. Right click a cell. Click \"Manage References\". Click \"Paste Cross Sheet References\". SSFeatures will show you a preview of all of the cross sheet references that it will create. Click \"Paste\". SSFeatures just created all of the cross sheet references. This saves you from manually recreating dozens of references when you're rolling out templates or setting up new sheets. What used to take an hour now takes seconds. Download SSFeatures free at ssfeatures.com.
Use Cases
Rolling Out Templates - When rolling out a template to multiple teams, copy the cross-sheet references from your master template and paste them on each new sheet instead of recreating them by hand.
Department-Specific Sheets - Create department-specific versions of a master sheet with all the same cross-sheet references. Copy once, paste on each department sheet.
Multiple Reports with Same Source - Building multiple reports that pull from the same source data? Copy the references from one report and paste them on the others to ensure consistency.
Frequently Asked Questions
Yes! After you copy references, they stay saved until you copy new ones or close your browser. You can paste them on as many sheets as you need.
SSFeatures checks for this before pasting. It shows you a warning and won't create duplicates. You can choose to skip those references or rename them.
Yes! As long as both accounts have access to the source sheets, the references will work. SSFeatures copies the reference definitions, and Smartsheet handles the permissions.
SSFeatures has a 30-day free trial with full access to all features. No credit card or account required—just download and start using it.
Yes. SSFeatures runs entirely in your browser and never sends your Smartsheet data to any outside server. We're also a Smartsheet Tech Partner. Learn more.
After 30 days, you can subscribe to continue using SSFeatures. We'll notify you before the trial ends. Pricing starts at $10/user/month when billed yearly.
Thousands of Smartsheet users across many industries use SSFeatures every day.
"We wouldn't love Smartsheet nearly as much without SSFeature's PDF Generator!! Our business depends on printed Smartsheet reports. SSFeatures has allowed us to successfully continue scaling on Smartsheets without printing workarounds. Our team members that rely on our reports are way happier ever since we started using the PDF Generator. It's great to see there are 3rd parties willing to fill critical gaps in Smartsheet."
Ari Diamond
President of Railing Excellence
"SSFeatures has been a game-changer for our Smartsheet workflows! It’s super easy to use and adds powerful functionality that makes automation and reporting so much more efficient. The developer is incredibly responsive and provides top-notch customer support, making sure everything runs smoothly. It has saved us a ton of time and eliminated a lot of manual work. If you’re looking to get more out of Smartsheet, I highly recommend giving SSFeatures a try!"
Michelle Choate
Senior Manager of Operations at Impact Housing
"Finally found a solution to handle some of the features I have been waiting on for a long time... So grateful to SSFeatures for the Auto-Sort function that has dramatically improved our experience with DataShuttle > Update Dropdowns feature so they are always alphabetized. Column finding/hiding is awesome! Keep up the great work - saving me hours!!!"
Joe Morrell
Independent Consultant at Morrell Consulting
Available for Chrome, Safari, Edge, and Firefox
What is SSFeatures?
- •SSFeatures is a browser extension that makes Smartsheet way easier to use
- •It adds dozens of time-saving features directly into Smartsheet
- •It will save you hours of work every week
Are you tired of wasting hours in Smartsheet doing the same tedious steps?
SSFeatures makes Smartsheet faster, smarter, and easier to use.
It's a simple browser extension, packed with powerful tools that save you hours every week.
Trusted by thousands of Smartsheet users with hundreds of five star reviews across Chrome, Edge, Safari, and Firefox.
Save hours every week in Smartsheet! Try SSFeatures free today!
Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
Automatically Sort Rows
Keep your rows sorted, without manually clicking the sort buttons everytime.
Sheet Stats
See stats about your sheet, so you know how close you are to the sheet limits.
PDF Exporter
Export grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
Copy and Paste Automation Workflows
Copy automation workflows between sheets in seconds.
Hear what users say
"I love that someone added features that Smartsheet seems to be unable or unwilling to add."
Ryan Ballew
Program Manager at Verizon
"PHENOMINAL app! A no brainer purchase for any Smartsheet super-user. Auto-sorting a sheet, printing or exporting a grouped/summarized report, SEARCHING FOR COLUMNS BY NAME! All in one packaged app that's controlled within Smartsheet. Amazing. Highly, highly, highly recommend."
Kayla Sweeney
Smartsheet Solutions Consultant at Better Work Week
"All the SS Features are great but for us the PDF Generator was a huge game changer, a large percentage of our work depends on printed reports and the support of PDF generation for smartsheet reports while keeping the grouping & summaries was a must have."
Leiby Hershkowitz
CEO of Superb Developers Inc
Pricing
SSFeatures offers a 30-day free trial for all users with no sign-up or credit card required! After the trial, you can continue enjoying all features with our simple subscription plan.
You can manage your licenses and grant access to your company's domain in the SSFeatures dashboard.
How many users?
Premium Membership
$10/Month (USD)
Billed Yearly
Saves $24 per year
17% discount
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Enterprise Membership
Do you need more than 50 licenses for your company?
Please contact us and our sales team will reach out to you for more information.
Security and Privacy
SSFeatures runs entirely in your browser and never sends your Smartsheet data to our servers. We're a Smartsheet Tech Partner. Learn more.
Related Resources
| Smartsheet Copy Paste Cross-Sheet References | Copy cross-sheet references from one sheet and paste them into another to save hours of manual work. |
| Smartsheet Copy CSR for Templates - Roll Out Fast | Smartsheet Copy CSR for Templates makes rollout fast with SSFeatures. Copy references from template, paste on new sheets. Try it now. |
| Smartsheet Cross-Sheet References Template Rollout | Smartsheet Cross-Sheet References Template Rollout is easy with SSFeatures. Copy and paste CSRs for each new sheet. Install now. |
| Smartsheet Copy References to New Sheet - Easy Setup | Smartsheet Copy References to New Sheet easily with SSFeatures. Set up new sheets with existing CSRs in seconds. Try it free. |
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