Upload a CSV to a DataTable

Applies to

Smartsheet Advance Package (Requires Enterprise Plan)

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

You must be an Admin or Owner of the sheet to use DataTable.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

When you upload data to a DataTable, you must first prepare your data.

The best way to upload data to a DataTable is via Data Shuttle. Learn more here. 

Follow these guidelines: 

  • The first row of data in your CSV is the header.  The names of each column must  match the name of your DataTable field.
  • The upload process ignores any CSV columns that do not match a field name in the DataTable.

Once you have prepared your data according to the guidelines, you can upload it to a DataTable. 

  1. Click Browse (folder icon) button in the Smartsheet navigation menu and then select DataTables.
  2. Click the Upload a CSV file button and select the CSV file you want to upload. 
  3. Select the destination DataTable.
  4. To merge the CSV into the DataTable and update existing records,check Update existing items in the DataTable.
    To match rows between your CSV and DataTable, specify a Unique Identifier Field. A unique identifier is typically an ID field like a record number or employee ID.
  5. Click Submit. It may take up to 5 minutes for your data to be available in your DataTable.