Smartsheet Copy CRM Columns - Keep CRM Data Consistent
Save and paste your CRM column setup in seconds.
- •Save your CRM columns as a reusable template and paste them into new sheets to stop rebuilding fields by hand.
- •Preserve formulas, column types, descriptions, and number formatting so your CRM stays accurate across sheets.
- •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.
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
Subscribe Now
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 Column Templates | Create, save, and reuse column templates in Smartsheet for faster project setup. |
| Smartsheet Reuse Logistics Tracker | Use SSFeatures' Smartsheet Reuse Logistics Tracker to save logistics column templates and paste them into any sheet—keep formulas and formats intact. Try now. |
| Smartsheet Save Warehouse Template: Reuse & Speed | Save warehouse column layouts with Smartsheet Save Warehouse Template. Paste names, types, formulas, and formats into any sheet to stay consistent. Try now. |
| Smartsheet Paste Inventory Columns: Standardize & Save Time | Smartsheet Paste Inventory Columns saves inventory layouts (names, formulas & formats) as templates to paste into any sheet—standardize and speed setup. Try now |
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