Applies to
Capabilities
Who can use this capability
- Editor
- Admin
- Owner
Data Shuttle use cases
Data Shuttle by Smartsheet allows you to make confident decisions, centralize your data across platforms, automate routine business processes, and operate efficiently. In this article, you'll find a few use cases or examples of how you can use Data Shuttle uploads and offloads.
Who can use this?
Plans:
- Smartsheet Advance Package
Permissions:
- Editor
- Admin
- Owner
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Prerequisites
To use Data Shuttle:
- You must be a user with Owner, Admin, or Editor permissions on the target sheet.
- You must have Data Shuttle Premium Application permissions enabled in User Management by your System Admin.
To check your access level, log in at datashuttle.smartsheet.com.
Data Shuttle for uploads
Data Shuttle requires data downloaded in CSV, XLSX, or Google Sheet format for uploads. You can create an upload workflow in Data Shuttle to do the following:
- Import actual hours worked from an external time-tracking tool.
- Import actual expenses from an external accounting system.
- Update delivery sales pipeline from a non-SFDC (Salesforce) CRM tool.
- Merge data from an external system into an intake sheet to drive Control Center provisioning.
- Import data into Smartsheet from custom form-building tools.
Data Shuttle for offloads
You can use Data Shuttle to offload data as an attachment to a Smartsheet sheet or an external cloud source, such as OneDrive/SharePoint, Google Drive, or Box.
Create an offload workflow in Data Shuttle to do the following:
- Display key Smartsheet information to users who don't use Smartsheet.
- Export complex data in a simple structure for database ingests.
- Make sheets available weekly in a cloud storage system to be sent as an email attachment.
- Send modified, filtered sheet data as an attachment to another sheet for complex solution building.
- Export, archive, and audit data by keeping exported versions as backups.