Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
- Editor
- Admin
- Owner
Data Shuttle Integrations: SAP ERP
SAP ERP is an enterprise resource planning software developed to bring together your accounting, financials, purchasing, inventory, sales, and customer relationships data for reporting and analytics.
Who can use this?
Plans:
- Business
- Enterprise
- Smartsheet Advance Package
Permissions:
- Editor
- Admin
- Owner
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
To use Data Shuttle, you must have Data Shuttle Premium Application permissions enabled in Admin Center by your Smartsheet System Admin.
Use cases
| Use case | Details |
|---|---|
| Time tracking and resource planning | Bring employee data into Smartsheet and use Resource Management to assign projects, balance workloads, and build strong teams based on expertise. |
| Inventory management | Bring your part information into Smartsheet and drive reminders, reports, and dashboards with Smartsheet automation to ensure the flexibility and visibility you need. Leverage DataTable to track millions of parts in Smartsheet. |
| Budget tracking | Track your project budgets and actuals by integrating Smartsheet project plans with financial data from SAP ERP. |
Export your data from SAP ERP
To export table data as a CSV or XLSX
- Select the More Actions icon before selecting Export.
- In the dialog, provide a name for your file and select the file type you prefer. You can also decide on the scope and format of your data.
- Select OK to initiate the download.
Import your data into Smartsheet
Once you've got your report, save it in your Google Drive (shared or personal), OneDrive, SharePoint, or Box (shared or individual). Then, head to DataShuttle and begin building your upload workflow.
Select your preferred storage drive in the Source Location dropdown. You'll need to authenticate to the system the first time you ask Data Shuttle to connect. Use the filters and mapping steps to select the exact data you want to upload, and schedule your workflow to run as often as you need your data to be updated.