Data Shuttle best practices

Introduction

Data Shuttle allows you to upload or offload your data between Smartsheet and your ERPs, CRMs, and databases.

This learning track covers advanced Data Shuttle concepts and assumes an existing level of familiarity with Data Shuttle. For an introduction, refer to the Data Shuttle learning track.

This learning track includes best practices for:

  • Setting up upload and offload workflows
  • Updating upload and offload workflows
  • Transferring ownership
  • Archiving and deleting workflows