How to Export Smartsheet to Excel

If you have a lot of data in a Smartsheet file and need to analyze it further or share it with someone who doesn’t have access to Smartsheet, exporting the data to Excel could be the solution you need. Exporting your Smartsheet to Excel is a straightforward process that can be done with a few clicks. In this article, we will guide you through the process of how to export Smartsheet to Excel, step-by-step and with clear instructions to make it easy for you.

Why Export Smartsheet to Excel?

Smartsheet is a great tool for organizing data, but sometimes you may need to analyze it or share it with someone who doesn’t have access to Smartsheet. That’s where exporting to Excel comes in handy. Microsoft Excel is a powerful data analysis tool that most people are familiar with, making it an excellent option for sharing data outside of Smartsheet’s platform.

Step-by-Step Guide to Exporting Smartsheet to Excel

Step 1: Open the Smartsheet File You Want to Export

Log in to Smartsheet and open the file you wish to export. Make sure you have the appropriate permissions to export the data.

Step 2: Navigate to the File Menu

Once you have opened the file, navigate to the “File” menu located in the top-left corner of the Smartsheet window.

Step 3: Choose “Export to Excel”

Within the “File” menu, look for the option labeled “Export to Excel”. Click on this option to start the export process.

Step 4: Select the Export Options

After clicking on “Export to Excel”, a dialog box will appear with several options. Select the sheet(s) you want to export and choose the export format. You can choose to export specific sheets or the entire document. You can also choose between exporting the file as an .XLS or .CSV file.

Step 5: Save the Exported File

Once you have selected your export options, click on the “Export” button and save the newly created Excel file to your desired location. You can now use this Excel file to analyze or share the data, outside of Smartsheet.

The Bottom Line

Exporting your Smartsheet to Excel has never been easier. With just a few clicks, you can have your data organized in a well-recognized data analysis tool like Excel. Follow the step-by-step instructions we have provided to export your Smartsheet file and use the data for analysis or share it with people outside of Smartsheet.

Tips for a Successful Export

To ensure that your Smartsheet exports to Excel successfully, follow these tips:

• Make sure the formatting is consistent across the sheet.
• Remove any merged cells, as they can cause issues during the export process.
• Avoid using special characters or symbols in your sheet names or fields, as they might cause issues during the export process.
• Review the exported data to ensure it matches what you need and make any necessary adjustments.

Excel and Smartsheet Integration

If you frequently need to transfer data between Smartsheet and Excel, there are a few integration options you can consider. One is the Smartsheet Live Data Connector for Microsoft Excel, which automatically updates data between Smartsheet and Excel. Another option is to use Excel’s Smart Connectors, which allow you to integrate with various external data sources, including Smartsheet.

Exporting Smartsheet to Excel is a simple process that provides great flexibility when it comes to analyzing or sharing data outside of the Smartsheet platform. Follow the step-by-step instructions provided in this article to ensure a successful export process. And if you frequently need to move data between Smartsheet and Excel, consider exploring integration options that can streamline the process.

FAQs

Here are some frequently asked questions about exporting Smartsheet to Excel:

Why would I want to export Smartsheet to Excel?

Exporting Smartsheet to Excel makes it easier to analyze and share data outside of the Smartsheet platform, especially if you’re working with a large amount of data or sharing it with someone who doesn’t have access to Smartsheet.

Can I export a Smartsheet file with multiple sheets to Excel?

Yes, you can export a Smartsheet file with multiple sheets to Excel. Make sure to select all the sheets you want to export from the export options dialog box.

Can I export a filtered view of a Smartsheet file to Excel?

Yes, you can export a filtered view of a Smartsheet file to Excel. First, create the filtered view you want to export and then select that view from the export options dialog box.

What if my Smartsheet file has a lot of images or attachments?

When you export a Smartsheet file to Excel, images and attachments won’t be included in the export. If you need to share images or attachments, consider linking to them from within the exported Excel file.

Can I automate the process of exporting Smartsheet to Excel?

Yes, there are integration options available that allow you to automate the process of exporting Smartsheet to Excel. Look into the Smartsheet Live Data Connector for Microsoft Excel or Excel’s Smart Connectors to streamline the process.