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Importing Smartsheet data directly into OnePager

This article pertains to OnePager Bundle 7.1, which supports direct import of data from Smartsheet.

If you are using an older version of OnePager Express, please read our instructions for importing Smartsheet data through Excel.

  1. If you want to have OnePager filter your Smartsheet project so that only specific tasks appear in your chart, we recommend creating a checkbox field, and checking the box next to any tasks that you want to display in OnePager:

  2. Once you have chosen the tasks that you want to show in OnePager, make sure to save your Smartsheet project before proceeding. If you forget to save in Smartsheet, OnePager may not see the most recently-checked items that you want to import.

  3. Launch OnePager Bundle from your desktop. On the start screen, click New.

  4. On the import wizard, click on Select > BROWSE Smartsheet...

  5. A Smartsheet login window will pop up, prompting you to sign into your account. You can either log in using a username and password, or can use one of the other authentication methods that Smartsheet provides, like Google, Microsoft, or Apple:

  6. Next, Smartsheet will ask you if you want to allow OnePager to access your Smartsheet account:

    Once you authenticate via Smartsheet the first time, you should be able to skip logging in for a while. Periodically, Smartsheet may ask you to re-authenticate.

  7. Once logged in, you will see a list of available Smartsheet projects that you an import into OnePager. You can select one project or several (Ctrl + Left-Click), if you need to want to create a multi-project chart:

  8. With the Smartsheet project(s) ready for import, we just need to decide how to filter tasks that should be included in the chart. If you created a OnePager checkmark field in Smartsheet, that's going to be the best choice:

  9. Click the Next button, and make sure that the Smartsheet fields OnePager is planning to use look good. If you'd like to use a different Smartsheet column instead of OnePager's default selections, change them before moving to the next step:

  10. Finally, click the Create New Chart button, and OnePager will complete the import from Smartsheet:

In this example, OnePager has grouped tasks into swimlanes based on their parent tasks in Smartsheet. This takes place automatically, because for each task that OnePager imports from Smartsheet, it also imports the hierarchy of summary tasks. Swimlanes based on summary tasks work in OnePager without the need to import summary tasks themselves. If you scroll up to the top of this article, you'll see that even though we didn't check the OnePager box next to any summary tasks, OnePager was still able to read the parent-child relationships for the tasks that were imported.

The example chart has also color-coded each activity based on the Assigned To column in Smartsheet. Color assignments are configurable in OnePager using conditional formatting, with almost every Smartsheet column, including custom columns, available for use.

Last Updated: March 18, 2022