Easy methods to Routinely Replace Smartsheet from Google Sheets

On this tutorial, we’ll display the right way to routinely add a row to a Smartsheet spreadsheet each time a new row is added to a Google spreadsheet. This may be significantly helpful when it is advisable to share a spreadsheet with a number of customers who’re using totally different providers, similar to Google Sheets and Smartsheet.

The primary goal of this tutorial is to make sure seamless collaboration between customers of various spreadsheet platforms. By routinely updating the Smartsheet spreadsheet every time a brand new row is added to the Google spreadsheet, customers can simply entry and work on the identical knowledge set, no matter their most popular platform. This not solely simplifies the sharing course of but in addition ensures that everybody stays on the identical web page and might collaborate successfully.

How Does This Work?

When new roles of information are added to a Google Sheet:

It is going to routinely be up to date and added to Smartsheet.

This integration permits customers to give attention to maintaining their knowledge up-to-date in Google Sheets, with out having to fret about double knowledge entry in Smartsheet. Because of this, the info in Smartsheet will all the time be present and correct, with none extra effort required from the person.

What You’ll Want:

To start integrating between Google Sheets and Smartsheets, we shall be utilizing Zapier. If you don’t have already got an account with these platforms, you may join (without cost) by clicking the corresponding buttons under.

Get free Smartsheet account. Get free Zapier account.

After getting efficiently signed up or if you have already got an account, log in to your Zapier, Google Sheets, and Smartsheets accounts.

What We’re Going to Do

For this tutorial, we shall be utilizing a Google Sheets spreadsheet that consists of a number of columns: First Identify, Final Identify, Job Title, Age, and Nationality.

The purpose is to make sure that when a brand new row of information is added to this spreadsheet, it should routinely be mirrored in Smartsheet with out the necessity for handbook knowledge entry.

Let’s do it!

1. Create Spreadsheets in Smartsheet and Google Sheets

Begin by creating a brand new sheet in each Google Sheets and Smartsheet. Guarantee they’ve an identical columns, labeled as “First Identify“, “Final Identify“, “Title“, “Age“, and “Nationality“.

Get free Smartsheet account.

Give every spreadsheet a reputation. For instance, identify the Google Sheets spreadsheet “Interviewee Data (GS)” and the Smartsheet spreadsheet “Interviewee Data (SS)“.

Enter an instance row of information in Google Sheets.

2. Create Integrations with Zapier

First, we’ll hyperlink Zapier to Google Sheets.

Linking Zapier with Google Sheets.

1. Log in to your Zapier account.
2. Click on this hyperlink so as to add the “Google Sheets-Smartsheet integration template” to your Zapier.
3. Click on on the primary row of “1. New Spreadsheet Row in Google Sheets” after which click on “Register.“
4. Click on “Proceed.“
5. Now, it is advisable to inform Zapier which spreadsheet to make use of. Click on the dropdown field underneath “Spreadsheet” and choose “Interviewee Data (GS).“
6. Subsequent, inform Zapier which sheet inside “Interviewee Data (GS)” to make use of. Within the dropdown field for “Worksheet,” select “Sheet1” and click on “Proceed.“
7. Click on “Take a look at” after which “Set off take a look at” to verify if the connection between Zapier and the spreadsheet is working.
8. If profitable, you will notice the pattern knowledge you entered earlier. Click on “Proceed“.

Subsequent, we’ll hyperlink Zapier to Smartsheet.

Linking Zapier with Smartsheet.

1. First, click on “Register” underneath “2. Add Row to Sheet in Smartsheet” to attach Zapier to your Smartsheet account. Then click on “Proceed“.
2. Select the “Interviewee Data (SS)” sheet from the “Motion” dropdown menu.
3. Resolve whether or not you need new knowledge to be added to the highest or backside of the row. Choose “To Prime” or “To Backside” from the dropdown menu.
4. Click on “Refresh fields” to match the columns between the 2 spreadsheets. Ensure the data for “First Identify“, “Final Identify“, “Title“, “Age“, and “Nationality” is entered appropriately. Then, click on “Proceed“.
5. Click on “Take a look at motion” to verify if the whole lot is synced correctly. For those who see a “SUCCESS” message, it means the columns are synced appropriately.
6. Lastly, click on “Publish” to complete the method.

3. Testing the Automation

Now that each spreadsheets in Google Sheets and Smartsheets are built-in, you may simply switch and handle your knowledge.

To switch current knowledge out of your Google Sheet to Smartsheet, merely click on on the “Switch current knowledge” button. This can be certain that any knowledge already current in your Google Sheet is copied over to Smartsheet.

Or, you can begin populating or coming into knowledge in Google Sheets….

…and will probably be routinely mirrored in Smartsheet.

Knowledge gained’t present up in Smartsheet immediately

Please word that the knowledge won’t be immediately mirrored on Smartsheet when utilizing Zapier.

Underneath the “Free” and “Starter” plans, the replace time is quarter-hour, which implies that Zapier checks for brand new knowledge and updates your Zap each quarter-hour.

For those who require a quicker replace time, you could need to think about upgrading to the “Skilled” or “Group” plans, the place the replace time is lowered to 2 minutes and 1 minute, respectively. This can assist be certain that your Smartsheet knowledge is up to date extra steadily and precisely.