Smart Sheet Sync / Docs / Workflow Guides

Import & Sync Data (1 Source to 1 Destination)

The Import / Sync Data workflow connects one source sheet, Excel workbook, or CSV directly to a target tab in your current spreadsheet.

When to Use This Workflow

  • Replacing unreliable =IMPORTRANGE() formulas that frequently time out or show #REF! errors.
  • Pulling live data from an external partner workbook into your internal dashboard without exposing your destination tab.
  • Ingesting automated reports exported into Google Drive as .xlsx or .csv.

Step-by-Step Configuration

  1. Select Import / Sync in Step 1 of the Sync Wizard.
  2. Choose your source file via Google Picker and pick the source tab name.
  3. Configure column filtering if you only need a subset of columns or rows meeting specific conditions (e.g., Status Equals ACTIVE).
  4. Set the destination tab name in your spreadsheet.
  5. Select your write mode:
    • Smart Upsert (By ID): Keeps adjacent notes aligned when source rows update.
    • Replace (Overwrite): Replaces the data range completely on every sync.
    • Append (Log): Adds newly detected rows to the bottom of the table.

Ready to try this in your sheet?

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