Data Shuttle

APPLIES TO

  • Smartsheet Advance Package
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

To use Data Shuttle, you must:

  • Have Owner, Admin, or Editor permissions on the target sheet.
  • Have Data Shuttle Premium Application permissions enabled in User Management by your Smartsheet System Admin.

To contact your sales representative and learn more, visit the Data Shuttle Marketplace.

About Data Shuttle

APPLIES TO

  • Smartsheet Advance Package
  • Business
  • Enterprise

RELATED CAPABILITIES

Who can use this capability?

To use Data Shuttle, you must:

  • Have Owner, Admin, or Editor permissions on the target sheet.
  • Have Data Shuttle Premium Application permissions enabled in User Management by your Smartsheet System Admin.

To contact your sales representative and learn more, visit the Data Shuttle Marketplace.

Data Shuttle by Smartsheet allows you to upload or offload your data between Smartsheet and your ERPs, CRMs, and databases. Data Shuttle allows you to centralize your data into one source of truth — giving you the ability to make confident decisions.

Access Data Shuttle 

You can access Data Shuttle via the Connections menu on the top navigation bar of Smartsheet or by selecting the log in to Data Shuttle button below.

Log in to Data Shuttle

Data Shuttle workflows

Data Shuttle consists of workflows. The two types of workflows are upload data and offload data. Upload data allows you to set up a workflow that automatically brings spreadsheet files into your Smartsheet that you can filter and transform. Offload data sets up a workflow that automatically saves a copy of a sheet that another application can import in your process. 

Workflows help you do the following:

  • Define where the data comes from and where it goes 
  • Apply filters to that data 
  • Map the data at its destination 
  • Create an optional schedule for the workflow to run automatically 

 

As you build your workflows, make sure you have a clear endpoint. Avoid circular workflows, which will run in an infinite loop and cause problems with your data.

Basic workflow steps

  1. Confirm your data compatibility and permissions. 
  2. Sign in to Data Shuttle at datashuttle.smartsheet.com.
  3. On the left navigation bar, select + to create a new workflow. 
  4. Select the type of workflow that you want to create, upload, or offload.
  5. Follow the instructions on the workflow screens to do the following:
    • Identify your source 
    • Set a target
    • Apply filters 
    • Map any columns 
  6. Optional: Set a schedule for your workflow to run automatically.
  7. Publish your workflow to save it. Return to your dashboard to review, edit, or archive the workflow.

Data compatibility

If you have a Smartsheet commercial account, all your drives are on by default. 

 

If you have a Smartsheet Gov account, they’re off. In Smartsheet Gov accounts, you can select the drives you want to permit Data Shuttle to access, but you must contact support to request this capability.

Data Shuttle insights

SysAdmin can navigate to Admin Center then to Plan Insights to see Data Shuttle insights. The insights data includes the total number of workflows created, rows updated, executions, active users, errors, archived assets, and more. Learn more about plan insights.

Follow these instructions to edit, run, or delete a workflow in Data Shuttle.