New Smartsheet rows
Send each new Smartsheet row into Microsoft Excel so your workbook reflects the latest entries without manual copying.
Smartsheet to Microsoft Excel Automation
Jotform's Smartsheet to Microsoft Excel automation adds new Smartsheet rows to your Excel workbook automatically, keeping your data current. You can keep an existing workbook updated without copying rows by hand.
Smartsheet
New Row
Microsoft Excel
Add Row to Existing Workbook
Benefits
Existing workbook updates
Add the incoming data to an existing Microsoft Excel workbook when your sheet receives a new row.
Field choices
Choose which row details from Smartsheet should appear in your Excel columns so the workbook shows the information you care about.
Ongoing record keeping
Keep a spreadsheet-based record in Excel whenever new information is added in Smartsheet, making it easier to review later.
How to set up Smartsheet to Microsoft Excel Automation workflows?
Create the workflow
Click Create Workflow to add the ready-made Smartsheet to Microsoft Excel workflow to your account.
Connect your accounts
Connect Smartsheet and Microsoft Excel so the workflow can watch for new rows and add them to your workbook.
Customize and activate
Choose what data should carry over, test the workflow, and activate it when the Excel row updates look right.
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Send new Smartsheet rows to Microsoft Excel and keep your workbook updated automatically with a ready-made workflow you can customize, test, and activate.
DiscoverTurn new Smartsheet rows into Jira issues with a ready-made workflow. Add it, connect your accounts, customize the details, test it, and activate it.
DiscoverSmartsheet
New Row
Microsoft Excel
Add Row to Existing Workbook
FAQ
Smartsheet to Microsoft Excel Automation is a ready-made workflow that sends new Smartsheet rows into an existing Microsoft Excel workbook. It helps you keep spreadsheet data aligned across both apps without repeating the same updates by hand.
When a new row appears in Smartsheet, the workflow adds a row to your Microsoft Excel workbook. You get a simple spreadsheet handoff that keeps your Excel data current from the source sheet.
You can use this workflow to keep reporting sheets, trackers, and reference workbooks up to date. It is useful any time you want Smartsheet updates recorded in Microsoft Excel for later review or follow-up.
Yes. The workflow steps are already set up as a ready-made workflow, so you can add it to your account and use it as the starting point for your spreadsheet sync.
Click Create Workflow, connect Smartsheet and Microsoft Excel, choose which row details should carry over, then test and activate the workflow. That lets you tailor the spreadsheet update flow to match your workbook.
Ready to use this automation?
Start with the ready-made workflow, connect your accounts, and customize it for your process.