Replace Excel Step by Step Smartsheet - Transition Guides

Need to get data from Excel or a CSV into your Smartsheet. Normally, you'd have to create a whole new sheet and copy things over manually. Let me show you a better way. First, download SSFeatures from ssfeatures.com. Open your sheet in Grid view. Click SSFeatures. Click \"Import into this Sheet\". Click \"Choose File\", and select the Excel or CSV file that you want to import. Click \"Next\". Choose how you want to import your data. You have three options. Append adds your data as new rows at the bottom. Merge data finds matching rows and updates them with new values. Replace clears your existing data and imports fresh. Click \"Next\". This page lets you add filters so you only import the rows you need. For example, you could filter to only import records from a specific date range or customer. Click \"Next\". Map the columns from your file to the columns in your sheet. SSFeatures automatically matches columns with the same name, so you usually just need to verify everything looks right. Click \"Next\". Click \"Import\" and SSFeatures will import all of your data. No more copying and pasting row by row. No more creating temporary sheets. Just select your file and import directly into your existing sheet. Try SSFeatures free for 30 days at ssfeatures.com.