Smartsheet Replace Excel Step by Step - Quick Migration Tips
Easily transition from Excel to Smartsheet with our step-by-step guide.
- •Effortlessly import your Excel data into Smartsheet with just a few clicks.
- •Choose to append, replace, or merge your data for a customized import experience.
- •Fix common Smartsheet pain points in one place.
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.
Use Cases
Appending New Data - When you receive updated spreadsheets from teammates or clients, import them directly into your existing Smartsheet sheet without creating duplicates.
Replacing Old Data - Quickly replace outdated sheet data with the latest version from Excel, CSV, or other file formats while keeping the same sheet structure intact.
Merging with Primary Keys - Update existing rows based on a unique column (like ID or Email) to merge new data seamlessly with your current sheet, avoiding duplicates.
Frequently Asked Questions
You can import Excel, OpenDocument, CSV, and TXT files directly into your existing sheet.
SSFeatures lets you map columns from your source file to the corresponding columns in Smartsheet. This ensures the data is placed in the right columns even if the names don’t match exactly.
Yes. SSFeatures operates entirely within your browser and directly interacts with Smartsheet. None of your data is sent to external servers, ensuring complete privacy and security.
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 Sheet Import Tool | Import data into Smartsheet from other sheets or external sources in just a few steps. |
| Smartsheet Update Excel Quickly - Automate & Sync | SSFeatures helps Smartsheet Update Excel Quickly: import, sync, or replace data in your sheet to avoid manual copying, ensure accuracy and save time. Try now. |
| Update Excel Smartsheet Easily - No Manual Copy | SSFeatures helps you Update Excel Smartsheet Easily: import or merge files into existing sheets, preserve column types and eliminate manual copy/paste. Try now. |
| Smartsheet Update Excel Easily - One-Click Import | SSFeatures makes Smartsheet Update Excel Easily with one click import, append, replace or merge options to avoid manual work and keep data consistent. Start now |
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