Connect Smartsheet to Metabase to Make Data-Driven Decisions

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What is Smartsheet?

Smartsheet is a powerful work management and automation platform that helps enterprises streamline their work processes through dynamic and flexible spreadsheets. With its intuitive, user-friendly interface, Smartsheet enables businesses to plan, capture, manage, automate, and report on work at scale. This fosters better collaboration, improved decision-making, and increased productivity for enterprise companies. Smartsheet integrates with other popular tools to provide a seamless experience and centralized data management.

What is Metabase?

Metabase is an open-source business intelligence (BI) and data visualization platform that allows enterprises to explore, visualize, and share data insights across their organization. With its easy-to-use interface and customizable dashboards, Metabase helps companies make data-driven decisions by transforming raw data into actionable insights. It supports a wide range of databases and integrates with other tools to provide a comprehensive data analysis solution for large enterprises. Metabase's advanced features, such as SQL query support and interactive visualizations, make it a powerful tool for data analysis.

Connecting Smartsheet to Metabase

Connecting Smartsheet to Metabase can be achieved through various methods. This process typically involves the following steps:

  • Exporting Smartsheet data: Extract data from Smartsheet by exporting it as a CSV, Excel, or Google Sheets file. This step can be automated using Smartsheet's API or third-party integrations.
  • Preparing the data: Clean and preprocess the exported data to ensure it is compatible with Metabase's requirements. This may involve data transformation, normalization, and aggregation.
  • Importing data into Metabase: Connect Metabase to a compatible database and load the prepared data into it. Metabase supports various database types, including MySQL, PostgreSQL, and SQLite.
  • Setting up data visualizations: Create custom dashboards and visualizations in Metabase using the imported Smartsheet data. This allows users to explore and analyze the data in a user-friendly manner.
  • Alternatively, use Improvado as a one-stop solution for connecting Smartsheet and Metabase. This eliminates the need for manual data extraction, transformation, and loading, saving time and effort.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting Smartsheet to Metabase with Improvado

Improvado is the ideal solution for connecting Smartsheet to Metabase, offering an efficient and scalable approach to handling marketing data. This advanced marketing analytics platform provides a complete end-to-end data pipeline, covering data extraction, transformation, normalization, and visualization. Improvado's data extraction and load capabilities make it easy to import data from Smartsheet to Metabase, while its extensive metrics and dimensions support ensures that all relevant data is automatically extracted and transformed for analysis. This eliminates the need for manual data processing, saving time and reducing the risk of errors.

Improvado's robust platform is designed for large enterprises with substantial data volumes and complex requirements. Its customizable and scalable solution allows businesses to adjust their data pipeline as needed, ensuring that it continues to meet their evolving needs. Furthermore, Improvado's exceptional customer support ensures that users have access to the assistance they need to make the most of their data.

Summary of connection Smartsheet to Metabase

In summary, connecting Smartsheet to Metabase can be a time-consuming and complex process, but Improvado offers a streamlined, efficient solution. Its advanced features, including scalability, customization, high-quality customer support, and the ability to process large volumes of data, make it the ideal choice for large enterprises. By centralizing marketing and sales data, Improvado enables businesses to make data-driven decisions and optimize their operations. To learn more about how Improvado can help you connect Smartsheet to Metabase, book a call with one of their experts today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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