Export SS report/sheet via .csv?

Loann McGee
Loann McGee ✭✭✭✭✭✭

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 I found this article, but it seems to be out of date as I don't see the csv option (not to mention the location of where to access the export area is wrong) as you'll see in the link below.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


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

  • 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

  • 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

  • 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.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@JimMcG

    I hope you're well and safe!

    Have you explored using the Premium App, Data Shuttle?

    这是一个选项吗?

    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

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:(电子邮件保护)| P: +46 (0) - 72 - 510 99 35

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

  • You can automate data import from CSV to Smartsheet usingSkyvia. It is a no-code data integration platform. It is a freemium product.

  • 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.

This works fine However when one of the Column is a ZERO, I get a #DIVDE BY ZERRO error displayed. To address this error, I used an IFERROR but it's giving me an \"UNPARSEABLE\" error. I want the cell to…","snippet":"I'm calculating a Burn Rate Percentage so it's using a basic calculation FORMULA =[Column4]@row \/ [Column2]@row --> This works fine However when one of the Column is a ZERO, I get…","categoryID":343,"dateInserted":"2023-06-30T16:32:54+00:00","dateUpdated":"2023-06-30T16:35:50+00:00","dateLastComment":"2023-06-30T18:58:03+00:00","insertUserID":161931,"insertUser":{"userID":161931,"name":"Christine Cao","title":"Engagement Manager","url":"https:\/\/community.smartsheet.com\/profile\/Christine%20Cao","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-01T00:40:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":30,"score":null,"hot":3376296057,"url":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107147\/using-iferror-formula-still-getting-unparseable-error","format":"Rich","lastPost":{"discussionID":107147,"commentID":383396,"name":"Re: Using IFERROR Formula - Still getting UNPARSEABLE error","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383396#Comment_383396","dateInserted":"2023-06-30T18:58:03+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-30T20:24:17+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T18:53:59+00:00","dateAnswered":"2023-06-30T18:25:40+00:00","acceptedAnswers":[{"commentID":383387,"body":"

You need to remove the closing parenthesis from before the comma.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107142,"type":"question","name":"Dynamic View not allowing editable field","excerpt":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having this issue? I just built this last week and was working correctly until today.","snippet":"Hi, I have 2 fields in my Dynamic View that are built exactly the same way. One is showing as Read Only and the other Required. They both need to be Required. Anyone else having…","categoryID":343,"dateInserted":"2023-06-30T15:30:52+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T16:08:48+00:00","insertUserID":116932,"insertUser":{"userID":116932,"name":"Darla Brown","title":"Executive Assistant\/Smartsheet Nerd","url":"https:\/\/community.smartsheet.com\/profile\/Darla%20Brown","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!2ijXPwm027Q!unNWp2GmkrQ!CBVsVJExguI","dateLastActive":"2023-06-30T18:53:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-02T14:54:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3376282180,"url":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107142\/dynamic-view-not-allowing-editable-field","format":"Rich","lastPost":{"discussionID":107142,"commentID":383352,"name":"Re: Dynamic View not allowing editable field","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383352#Comment_383352","dateInserted":"2023-06-30T16:08:48+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-02T14:54:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/5JPTRQJ4FVMN\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T16:04:54+00:00","dateAnswered":"2023-06-30T15:49:28+00:00","acceptedAnswers":[{"commentID":383344,"body":"

Hi @Darla Brown<\/a> <\/p>

I hope you're well and safe!<\/p>

Has anything in the sheet changed? Any formulas in the cells? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","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":107125,"type":"question","name":"How to hide certain columns to certain poeple, while unhide to the rest","excerpt":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both groups can edit what they can see in the sheet. Is there a way to acheive that? Thanks!","snippet":"Hi Dear Community I am sharing my sheet to 2 groups of poeple, for group A they can see the entire sheet, but for group B I would like they to see only part of the columns. Both…","categoryID":321,"dateInserted":"2023-06-30T09:24:53+00:00","dateUpdated":null,"dateLastComment":"2023-06-30T12:44:32+00:00","insertUserID":162810,"insertUser":{"userID":162810,"name":"流风回雪","url":"https:\/\/community.smartsheet.com\/profile\/%E6%B5%81%E9%A3%8E%E5%9B%9E%E9%9B%AA","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-30T11:58:57+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":139601,"lastUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-07-03T02:45:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":63,"score":null,"hot":3376248565,"url":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107125\/how-to-hide-certain-columns-to-certain-poeple-while-unhide-to-the-rest","format":"Rich","lastPost":{"discussionID":107125,"commentID":383311,"name":"Re: How to hide certain columns to certain poeple, while unhide to the rest","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383311#Comment_383311","dateInserted":"2023-06-30T12:44:32+00:00","insertUserID":139601,"insertUser":{"userID":139601,"name":"jmyzk_cloudsmart_jp","title":"jmyzk","url":"https:\/\/community.smartsheet.com\/profile\/jmyzk_cloudsmart_jp","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/ZBVD3K8PY0D5\/n7CZ1F4XWEM9Y.JPG","dateLastActive":"2023-07-03T02:45:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-30T11:59:52+00:00","dateAnswered":"2023-06-30T10:33:48+00:00","acceptedAnswers":[{"commentID":383272,"body":"

Hi Dear Andrée Starå<\/strong><\/a><\/p>

Thank you so much for your solution!<\/p>

It can work, but more like a compromise way. Editing on a report is less convenient.<\/p>

It would be better for me to set access right to each column.<\/p>

But that can also work for now, thanks a lot.<\/p>

By the way are you a BOT?<\/p>"},{"commentID":383283,"body":"

@流风回雪<\/a> <\/p>

Excellent!<\/p>

Happy to help!<\/p>

I agree. Great idea! That would be a great addition to Smartsheet features.<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Haha!, No, I'm not a bot! 🤣<\/span><\/p>

Remember! <\/strong>Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up\/Awesome or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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=341&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":5435,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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