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0Export to Google Sheet Bot

Export to Smartsheet Bot

Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Automatically transfer data to Smartsheet columns with the Export to Smartsheet Bot.
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What the Bot does
The Bot transfers data to the Smartsheet fields you indicate based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically export form responses, sales data, or employee information to the Smartsheet fields of your choice.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 53 Templates
  • Used in 30 Workspaces
  • Installed 348 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Export to Smartsheet Bot. No coding required.

Map fields in a document with data in a Smartsheet
Configure Bot settings
First, connect to your Smartsheet account. Once connected, pick a file for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant columns in the Smartsheet.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.
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View the Bots log or use tags to check if the Bot ran successfully
Get your data exported in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data will be transferred to the selected Smartsheet fields
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Install the Export to Smartsheet Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Export from Smartsheet and configure integrations with ease

Historically, business automation required a sizable investment in servers and teams of coders to build and maintain it. This put automation out of reach for smaller companies. Today however, automation is an affordable solution for any business looking to enhance its efficiency.

At present, companies can employ several automation solutions, each with a different focus: flow management, team collaboration, progress tracking, and more. Not every web solution features all-in-one solutions, and that’s where integration becomes necessary. An example of this would be exporting data from Smartsheet to airSlate.

Let’s imagine that your company is using Smartsheet and wants to implement airSlate automation. There is no need to import all data to airSlate as it's fully compatible with other platforms. Simply bind the data you need to import and enable airSlate’s seamless data transfers from one source to another. For example, let's say you need to make a mass customer email delivery. You can create a message in airSlate and configure a Bot to fill the form from Smartsheet. In doing so, both systems are easily utilized with Bot automation.

This type of automation is ideal for internal workflow tasks and a variety of business use cases. It is especially efficient when collaborating with partners and vendors on a common project.

Let’s consider the benefits of automation:

  • Zero cost of labor
  • Increased productivity
  • Improved efficiency and profitability
  • No human-errors
  • Allows you to focus on decision-making and higher priority tasks

As more companies transition to an automated workflow, the advantages of integrating with external systems begin to multiply. By simply configuring a Bot to export from Smartsheet, the initial costs associated with automation software are offset by the significant savings automation delivers within the first couple months.