Export Opportunities

I would like to export a current list of opportunities to SmartSheet (excel on Steroids) so I can view and plan opportunities along with my project list on calendar view.

Any help or suggestions?

1 Comment

Hi, John,

All exports in you Connect system go to a .csv file that you can then save as an .xls or other file. At this time, they cannot be exported directly to SmartSheet. I'm actually not familiar with SmartSheet, but would it be possible to save a file into SmartSheet the way you could otherwise save as an .xls file? If so, you can go to Volunteerism > Opportunities to export the opportunity list.

Thanks for reaching out!


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