How to Copy CRM Columns in Smartsheet - Keep Data Consistent
Copy your CRM column setup in seconds.
- •Save your CRM column layout as a template and paste it into any sheet to reproduce the same setup instantly.
- •Keep formulas, descriptions, and number and text formatting so your CRM columns work the same every time.
- •Save hours each week on repeat tasks.
I'm going to show you how to create a column template in Smartsheet. First, download SSFeatures. Open your sheet in Grid view. Click the SSFeatures button at the top. Hover over \"Create Columns\". Click \"Create Column Template\". Select the columns that you want to include in this template. Click \"Next\". Name your template. Click \"OK\". You have just created the template. To use this template in another sheet, open the sheet in Grid view. Click the SSFeatures button at the top. Hover over \"Create Columns\". Click \"Paste Column Template\". Click \"Paste\". SSFeatures will paste all of the columns from your template into the sheet. This saves you a lot of time compared to doing this manually from scratch every single time.
Use Cases
Standardized Project Sheets - Create templates for common columns like Status, Assigned To, or Due Date, and apply them across all your project sheets for consistency.
Team-Wide Best Practices - Save custom columns with specific formatting or formulas and share them as templates so your whole team uses the same setup.
Faster New Sheet Setup - When starting a new sheet, paste in your saved templates to instantly build out the structure without manually recreating each column.
Frequently Asked Questions
Click the 'Create Column Template' button, select the columns you want to save, give the template a name, and it will be ready to use in other sheets.
Go to the sheet where you want to add columns, click 'Paste Column Template,' choose your saved template, and the columns will be added instantly.
Column templates save time, reduce setup errors, and keep your sheets consistent. They’re especially helpful if you frequently build sheets with the same structure.
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.
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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
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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.
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Save hours every week in Smartsheet! Try SSFeatures free today!
Hide / Unhide Columns
Unhide specific columns without using 'Unhide All'.
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Keep your rows sorted, without manually clicking the sort buttons everytime.
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See stats about your sheet, so you know how close you are to the sheet limits.
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Export grouped and summarized reports to PDF.
Import Into Existing Sheet
Import Excel or CSV into your sheet—no new sheet required.
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Copy automation workflows between sheets in seconds.
Hear what users say
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Program Manager at Verizon
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Smartsheet Solutions Consultant at Better Work Week
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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.
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Premium Membership
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Saves $24 per year
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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 Column Templates | Create, save, and reuse column templates in Smartsheet for faster project setup. |
| How to Copy Kanban Board Column in Smartsheet - Speed Setup | Learn how to copy Kanban board column in Smartsheet with SSFeatures to reuse status columns, preserve formulas and formatting. Start now. Try it free. |
| How to Reuse KPI Column in Smartsheet - Save Time & Accuracy | Reuse KPI column in Smartsheet with SSFeatures to keep formulas, formats, and descriptions intact. Cut setup time and improve accuracy. Try it free. |
| How to Copy Metrics Column in Smartsheet - Save Time | Save time copying a metrics column in Smartsheet with SSFeatures. Preserve names, formulas and formatting, then paste into any sheet in seconds. Try it now. |
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