Importing Files to Create New Sheets

You can import an existing Excel file, Microsoft Project file, Google Spreadsheet, or Trello board to create a new sheet in Smartsheet.

NOTE: Importing will always create a new sheet. To bring data from other programs into an existing sheet, use copy and paste.

Import Criteria and Limitations

For successful import, files must meet the following criteria:

  • The file cannot exceed 10 MB
  • Up to 5,000 rows, 200 columns, or 200,000 cells can be imported at a time
  • Microsoft Excel files must be in .xls, .xlsx, or .csv format
  • Microsoft Project files must be created in versions 2007, 2010, 2013, or 2016 and must be in .mpp, .mpx, .mspdi, or .xml format

If you’re importing a Trello board, you can import up to 5,000 cards or 50 lists. If your cards include cover images, note that there is a cumulative 10 MB limit for importing these image files.

If the original file uses functionality that is not provided in Smartsheet (such as merged cells, multiple sheets in a workbook, or cell borders), this functionality won't be included in the sheet. You may need to make manual adjustments to the sheet after it's imported to get it to look the way that you want.

If you import an Excel sheet or Google Spreadsheet that uses a formula that isn't supported in Smartsheet, an UNPARSEABLE error will appear in place of the formula. For more information about formulas in Smartsheet, see Using Formulas.

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Import a File

Click the Home tab, click Import, and select the type of file that you want to import.


For more detail about importing, see the specific steps for a Microsoft Excel file, a Project file, a Google spreadsheet, or a Trello board.

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Importing a Microsoft Excel File

  1. Click the Home tab, click Import, and select the type of file that you want to import.
  2. Click Select, select the file that you want to import, click Open, and then click Continue.

    The Import Settings form appears.

    Import Settings

  3. In the Sheet Name box, type a name for the sheet (there's a 50 character maximum).
  4. In the Column Headers section, select which row should serve as your column headers in Smartsheet.
  5. In the Primary Column section, select a column to serve as the Primary Column. This column must be a Text/Number column. (For more information, see Column Types.)

    NOTE: The Primary Column is the only column that allows you to specify hierarchy. For more information, see Hierarchy: Indenting & Outdenting Rows.
     
  6. If your sheet includes formulas, you can specify whether you want those formulas to be included with the imported sheet. If you don't want to import formulas, clear the Include formulas on import check box.
  7. Click Import.

A new sheet is created in Smartsheet with the imported data.

Importing Multiple Sheets from a Microsoft Excel Workbook

Only the first (left-most) worksheet tab of an Excel workbook will be imported. Look at the very bottom of your Excel workbook to see if you have multiple tabs.

Multiple Tabs

If you have multiple tabs you'd like to import to Smartsheet:

  • Import the workbook into Smartsheet once to create a new sheet, as described above.
  • Go back to the Excel file and move a different tab into the left-most position by clicking on it and dragging it to the left.
  • Save the Excel file, and import it to Smartsheet again. This will create a new sheet based on the information in the tab you just moved into the left-most position.
  • Repeat the process until you've created a sheet for each tab in the workbook.
  • In Smartsheet, consider moving all of the sheets into a folder or workspace for organizational purposes.

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Importing a Microsoft Project File

  1. Click the Home tab, click Import, and select the type of file that you want to import.
  2. Click Select, select the file that you want to import, click Open, and then click Continue.

A new sheet is created in Smartsheet with the data from your Microsoft Project file.

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Importing a Google Spreadsheet

  1. Click the Home tab, click Import, and select the type of file that you want to import.
  2. Select the file that you want to import and click Select.

    The Import Settings form appears.

    Import Settings

  3. In the Sheet Name box, type a name for the sheet (there's a 50-character maximum).
  4. In the Column Headers section, select which row should serve as your column headers in Smartsheet.
  5. In the Primary Column section, select a column to serve as the Primary Column. This column must be a Text/Number column. (For more information, see Column Types.)

    NOTE: The Primary Column is the only column that allows you to specify hierarchy. For more information, see Hierarchy: Indenting & Outdenting Rows.
  6. If your sheet includes formulas, you can specify whether you want those formulas to be included with the imported sheet. If you don't want to import formulas, uncheck the Include formulas on import check box.
  7. Click Import.

A new sheet is created in Smartsheet with the imported data.

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Importing a Trello Board

Select the board that you want to import and click OK. A new sheet is created in Smartsheet with the imported data. By default, the sheet will be displayed in Card View.

When you import a Trello board, the following columns will always be created in Smartsheet (you'll see these columns in Grid View): 

  • Task Name Fields in this column will display the names you used for the cards in Trello. It will be formatted as a text/number column.
  • List This column will contain all of the list names from the Trello board. List names will appear as column set names in Smartsheet's Card View.
  • Members This column will include all of the names of Trello board members (the people with whom you shared your Trello board) in a dropdown list.
  • Due Date If you've set a due date for a card, it will appear in the field in the Due Date column. This column will be formatted with a date column format.
  • Description Description text from the Trello board will be included here. This column will be formatted withas a text/number column.

Additional columns and information on the cards will be included depending on what was included in your Trello Board.

NOTE: Archived cards will not be imported from Trello.

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