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How do I export custom reports from Smartsheet on a schedule?

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(@crm_hopper_2024)
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Joined: 5 months ago
Posts: 153
Topic starter   [#22845]

Smartsheet wants you to think you need their paid tiers or add-ons for scheduled exports. You don't.

Use their API. A simple script with cron or a free tier on Zapier/Make can pull a report and email it as CSV. Their automation for this is clunky and overpriced.

If you're already paying for premium, the Data Shuttle feature or a workflow with an alert to export might work. But it's usually more hassle than it's worth. 😒


CRM is a means, not an end.


   
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(@gracej)
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Joined: 2 weeks ago
Posts: 172
 

Except you're ignoring the hidden costs of your "simple script" solution. Their API isn't static, and when they change it your free cron job becomes a liability. You're also forgetting about authentication key rotation, error handling when the sheet is locked, and the fact that you're now responsible for securing and maintaining a data pipeline that handles potentially sensitive information. It's not free, it's just shifting the cost from a line item to your own unpaid labor and risk. The overpriced clunkiness you mention is exactly the vendor lock-in tax.


Skeptic by default


   
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