Export SS report/sheet via .csv?

Loann McGee
Loann McGee ✭✭✭✭✭✭
inSmartsheet Basics

Good morning,

I'm trying to find out how to export directly from Smartsheet to a .csv format. I found this article, but it seems to be out of date as I don't see the csv option (not to mention the location of where to access the export area is wrong) as you'll see in the link below.

This is a vital scenario needed for our metadata purposes.

Blessings,

Loann

https://help.smartsheet.com/articles/2481246-export-data-from-reports


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Answers

  • Genevieve P.
    Genevieve P. Employee Admin
    edited 07/29/20

    Hi Loann,

    The article linked in your post is in reference to10,000ft, the Resource Management platform.

    Please see this Smartsheet-specific article on Exporting a sheet, here:https://help.smartsheet.com/articles/770623-exporting-sheets-reports-from-smartsheet

    Sheets cannot currently be exported directly into a CSV type of file, as the Comments/Conversations are saved in a second tab in an Excel document which is not supported in CSV. You will want to first export to an Excel document, then from there you can re-save the file as a CSV file, selecting only the first tab (which will contain grid content, without any comments).

    The Help Article I have listed above has more details on exporting and the different file types supported.

    Cheers!

    Genevieve

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  • Loann McGee
    Loann McGee ✭✭✭✭✭✭

    Thank you, Genevieve...sure wish there was an option to not include the comments so .csv could be a viable option. This is so important for our metadata that needs input into a different program....just hoping to reduce the steps needed to get to a .csv.

    I truly appreciate the input.

    Blessings,

    Loann

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi Loann,

    Thanks for the additional information! It's good to know how you're using Smartsheet and what you require... if you have a moment, pleasefill out our Enhancement Request formto provide your feedback to our Product team directly about this.

    Thanks,

    Genevieve

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  • JimMcG
    JimMcG ✭
    edited 05/11/22

    was able to do this in the past using a 3rd party developed smarsheets-CLI that allowed us to export as CSV in order to synch data between smartsheets and our data warehouse. Now that this functionality is gone our use case for smartsheets is also gone.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@JimMcG

    I hope you're well and safe!

    Have you explored using the Premium App, Data Shuttle?

    Is that an option?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer．It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • MichaelTomar
    MichaelTomar ✭

    You can automate data import from CSV to Smartsheet usingSkyvia．这是一个没有代码数据集成平台。它是a freemium product.

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  • Loann McGee
    Loann McGee ✭✭✭✭✭✭

    @MichaelTomar

    Thank you for that input, but the issue is being able to automatically export from Smartsheet in .csv format for metadata purposes.

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Categories

@Jillian M<\/a> an IF statement will do what you need.<\/p>

=if([Column Name]@row=\"Value\",1,0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107883,"type":"question","name":"Moving closed \"tickets\" to a second sheet","excerpt":"I have a sheet where we log our support as it comes in. I have a \"completed\" check box to check once it is finished. It also has a date created field. I setup a second copy of the sheet. On the first sheet I added automation to move any row that is \"completed\" and over 3 days old to the second sheet. This works well.…","snippet":"I have a sheet where we log our support as it comes in. I have a \"completed\" check box to check once it is finished. It also has a date created field. I setup a second copy of the…","categoryID":321,"dateInserted":"2023-07-20T20:03:02+00:00","dateUpdated":null,"dateLastComment":"2023-07-20T20:49:17+00:00","insertUserID":163730,"insertUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163730,"lastUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":44,"score":null,"hot":3379770739,"url":"https:\/\/community.smartsheet.com\/discussion\/107883\/moving-closed-tickets-to-a-second-sheet","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107883\/moving-closed-tickets-to-a-second-sheet","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":107883,"commentID":386291,"name":"Re: Moving closed \"tickets\" to a second sheet","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386291#Comment_386291","dateInserted":"2023-07-20T20:49:17+00:00","insertUserID":163730,"insertUser":{"userID":163730,"name":"TheoR74","title":"Manager","url":"https:\/\/community.smartsheet.com\/profile\/TheoR74","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-21T18:44:41+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-20T20:50:00+00:00","dateAnswered":"2023-07-20T20:14:12+00:00","acceptedAnswers":[{"commentID":386274,"body":"

@TheoR74<\/a>,<\/p>

As long as your destination sheet doesn't have the numbering column setup as an Auto Number, you should be fine. In your destination sheet, keep the numbering column as a \"Text\/Number\" column instead.<\/p>

BRgds,<\/p>

-Ray<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":107872,"type":"question","name":"Using Sum function on 2 referring pages","excerpt":"I am trying to sum to different cells on 2 different Smart Sheets and I I keep on getting a #UNPARSEABLE error. It works fine when it references only 1 sheet but I need to sum probably about 20+ sheets when I am done. Just testing with 2 right now. Any help is appreciated =SUM({AAA Pet Services - Sign Ups Range 1}{AAA Pet…","snippet":"I am trying to sum to different cells on 2 different Smart Sheets and I I keep on getting a #UNPARSEABLE error. It works fine when it references only 1 sheet but I need to sum…","categoryID":321,"dateInserted":"2023-07-20T17:37:32+00:00","dateUpdated":null,"dateLastComment":"2023-07-20T18:10:31+00:00","insertUserID":163722,"insertUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163722,"lastUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":38,"score":null,"hot":3379752483,"url":"https:\/\/community.smartsheet.com\/discussion\/107872\/using-sum-function-on-2-referring-pages","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107872\/using-sum-function-on-2-referring-pages","format":"Rich","lastPost":{"discussionID":107872,"commentID":386231,"name":"Re: Using Sum function on 2 referring pages","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386231#Comment_386231","dateInserted":"2023-07-20T18:10:31+00:00","insertUserID":163722,"insertUser":{"userID":163722,"name":"John C0","url":"https:\/\/community.smartsheet.com\/profile\/John%20C0","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-20T18:10:00+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-20T18:10:07+00:00","dateAnswered":"2023-07-20T17:56:18+00:00","acceptedAnswers":[{"commentID":386226,"body":"

=SUM({AAA Pet Services - Sign Ups Range 1}, {AAA Pet Services - Sign Ups Option 2 Range 1})<\/p>

A comma is needed between each range to sum.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4868,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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