Integration comparison

Once you’re ready to integrate a new workflow into Resource Management, you'll figure out which method is right for your needs.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Multiple solutions exist for integrations. Here's a breakdown of each method's capabilities, implementation challenges, and costs.

Resourcing Administrators can set up integrations with the Resource Management API.

Exports

Use this option when you want to extract data from Resource Management. Export to CSV to pull data into Excel or another spreadsheet program.

Learn how to export data from reports.

Zapier

Zapier offers a subset of the full API through an easy-to-use point-and-click interface. Using Zapier does not require a software engineer to write custom code for your integration, so it can be less expensive and faster to execute than using the API. Zapier doesn't allow the robust integrations possible with our API, but it is great for simple actions between tools, such as creating a project or adding an assignment.

The application you’re trying to integrate with may not be connected to the Zapier platform. Check the Zapier website before committing to this type of integration. Also, depending on your usage, you might need a monthly subscription to the Zapier service.

API

This is the most robust, flexible, and challenging solution to implement. This option provides the most capability for integration but requires web development skills to implement it effectively.

Compare integration methods

This chart gives a brief overview and compares the capabilities of each integration method to the website.

  • Full: All features and functionality available
  • Partial: Offers a subset of full features. See full documentation for details.
  • Read-only: Can only view records

 
Web appAPIZapierExports
Users Full Partial Partial Read-only
Placeholder resources Full Full None Read-only
Projects Full Full Partial Read-only
Leave types Full Full None Read-only
Time entries Full Full Partial Read-only
Assignments Full Full Partial Read-only
Bill rates Full Full None Read-only
Time + expense approvals Full Full None Read-only
Holidays Full Partial None Read-only
Custom fields Full Full None Read-only
Reports Full Full None Read-only