Connect Microsoft Excel and Smartsheet to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Excel to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Excel with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Microsoft Excel and Smartsheet, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- TitleRequired
- Column Headers
- Zap_step_id
ActionWrite
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Practical ways you can use Microsoft Excel and Smartsheet
Transfer row updates from Smartsheet to Excel
When a row is updated in Smartsheet, Zapier automatically updates the corresponding row in an Excel worksheet. This ensures that your spreadsheets stay aligned without manual data entry, allowing for accurate reporting and reduced human error.
Business Owner
Sync new rows in Excel to Smartsheet
When a new row is added to Excel, Zapier creates a matching row in Smartsheet. This automation promotes data consistency across applications, reducing the need for IT to handle redundant data syncing tasks manually.
ITTrack project updates in Excel from Smartsheet changes
When a row is updated in Smartsheet, Zapier logs the updates in an Excel spreadsheet. This makes it easier for project managers to review changes and progress, ensuring alignment with project goals while maintaining an accessible audit trail.
Project ManagementLearn how to automate Microsoft Excel on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Microsoft Excel + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Smartsheet
How can I automatically update Excel when changes occur in Smartsheet?
You can set up triggers in our platform to watch for changes in Smartsheet. Once a change is detected, an action will automatically update the corresponding data in your Excel file.
Is it possible to add a new row to Smartsheet when an Excel spreadsheet is updated?
Yes, you can configure a trigger to monitor updates in your Excel spreadsheet. When changes are detected, our tools will add a new row to your Smartsheet with the updated data.
Can I pull data from Smartsheet into Excel automatically?
Indeed, you can create an automated workflow that triggers at predefined intervals or events to extract data from Smartsheet and import it directly into Excel.
What if I want only specific rows from Smartsheet to be transferred to Excel?
You can set conditions within the trigger setup so that only rows meeting certain criteria are pulled from Smartsheet and sent to Excel. This allows for refined control over the data transfer process.
How do I handle duplicate entries when syncing data between Excel and Smartsheet?
Our system allows you to define rules for handling duplicates during synchronization. You can choose options such as overwriting existing entries or skipping duplicate records.
Can I automate sending updates from multiple Excel sheets into one Smartsheet?
Yes, it's possible by defining multiple triggers for each Excel sheet. These triggers can be set up to converge into one collective action, updating the single target Smartsheet as desired.
What security measures are in place for data transferred between Microsoft Excel and Smartsheet?
We employ robust encryption protocols and secure API connections to ensure that your data is safe during transfers between Microsoft Excel and Smartsheet.
