SharePoint integration overview

Configuring Smartsheet SharePoint integration

Who can use this?

Plans:

  • Bridge by Smartsheet

With the SharePoint integration in Bridge, you can automate actions on Smartsheet based on SharePoint changes, or vice versa, for example:

  • Creating a corresponding list item in SharePoint when a customer adds a row to a sheet
  • Updating a SharePoint list when you delete a row in a sheet, and vice versa

This integration is only compatible with the online version of SharePoint. 

Set up the SharePoint integration

  1. Log in to Bridge. 

    Every Bridge account has a unique login page. If your plan includes Bridge, your System Administrator can find the unique Bridge login URL in their welcome email and must add you to the account following these steps.

  2. Go to the Integrations page.
  3. Find and select SharePoint.
  4. Follow the prompts to connect Bridge with SharePoint.

Refer to the SharePoint module reference for more information on which actions can be automated with this integration.