In summary: You can now import SharePoint into Smartsheet to create a new spreadsheet or bring data to an existing spreadsheet without intermediate downloads.
Smartsheet has expanded its import options with direct support for files stored in Microsoft SharePoint. The new feature reduces steps for organizations that maintain documents and work bases in the Microsoft 365 ecosystem.
What changed
SharePoint import can be used to either create a new spreadsheet or add data to an existing spreadsheet. The option appears at points on the platform where the import flow is available.
How it works in practice
The user selects the source in SharePoint, chooses the authorized file, and follows the Smartsheet import process. The result must be reviewed as in any data migration: headers, column types, dates, contacts and formulas deserve validation before use in production.
Impact for teams
Integration simplifies the passage of information between corporate repositories and the work management environment. This can speed up the creation of controls, reduce intermediate downloads, and facilitate the adoption of Smartsheet in companies that already use SharePoint as a document source.
How to prepare
Confirm permissions in SharePoint, organize the source file, and test the import with a copy. Then, validate structure, number of records and critical fields before connecting automations or reports.
Availability
The functionality was announced for the Pro, Business, Enterprise and Advanced Work Management plans, subject to the permissions of the services involved.
FAQ about importing SharePoint into Smartsheet
Is it possible to import SharePoint files into Smartsheet?
Yes. Smartsheet has added SharePoint as a source in supported import flows.
Does the import create a new worksheet?
She can create a new spreadsheet or add data to an existing spreadsheet, depending on the flow chosen.
What must be validated after importing?
Headers, column types, dates, contacts, formulas and the total number of records.
Keep learning about Smartsheet
- Smartsheet Announces Integration to Sync Workday Data
- Smartsheet Table View gains expanded attachment management
- Smartsheet lets you duplicate columns and properties without copying data
Count on TaskIT
TaskIT supports companies in the implementation, evolution and governance of Smartsheet. Our team can help assess the impact of this update, structure a pilot and adapt processes, automations, reports and training to safely take advantage of the feature.
Talk to TaskIT to plan the next steps in your environment.
Source: Official Smartsheet Release Notes. Features and availability may be changed by the manufacturer.
