Data Shuttle allows users to create Upload Workflows to bring data from CSV, XLSX files, or Google Sheets into Smartsheet and Offload Workflows to send data from Smartsheet sheets to CSV or XLSX files.
Data Shuttle use cases
Prerequisites
To use Data Shuttle:
- You must be a user with Editor, Admin, or Owner permissions on the target sheet.
- You must have Data Shuttle Premium Application permissions enabled in User Management by your System Admin.
To check your access level, sign in at datashuttle.smartsheet.com.
Data Shuttle for uploads
Data Shuttle requires data downloaded in CSV, XLSX, or Google Sheet format for uploads. You can create an upload workflow in Data Shuttle to do the following:
- Import actual hours worked from an external time-tracking tool.
- Import actual expenses from an external accounting system.
- Update delivery sales pipeline from a non-SFDC (Salesforce) CRM tool.
- Merge data from an external system into an intake sheet to drive Control Center provisioning.
- Import data into Smartsheet from custom form-building tools.
Data Shuttle for offloads
You can use Data Shuttle to offload data as an attachment to a Smartsheet sheet or an external cloud source, such as OneDrive/SharePoint, Google Drive, or Box.
Create an offload workflow in Data Shuttle to do the following:
- Display key Smartsheet information to users who don't use Smartsheet.
- Export complex data in a simple structure for database ingests.
- Make sheets available weekly in a cloud storage system to be sent as an email attachment.
- Send modified, filtered sheet data as an attachment to another sheet for complex solution building.
- Export, archive, and audit data by keeping exported versions as backups.