All Gmail/Google users can install our Google Drive Add-ons from the Chrome Web Store. G Suite users can install a separate integration from the G Suite Marketplace that includes additional functionality.
Smartsheet and Google can interact in the following ways:
- Smartsheet for Gmail add-on (available from the Google G Suite Marketplace)
- Single sign-on to Smartsheet using your Google credentials (no installation needed)
- Access Smartsheet from Google's App Launcher (G Suite users only)
- Start a Google Hangout with current collaborators (no installation needed)
- Attach Google Drive files to Smartsheet (no installation needed)
- Smartsheet creation from Google Drive (bundled with the G Suite integration and also available for free in the Chrome Web Store)
- Smartsheet Merge Add-on for Google Docs (install for free from the Chrome Web Store)
- Smartsheet Sync Add-on (install for free from the Chrome Web Store)
- Import/Export to Google Spreadsheet (no installation needed)
- Google Contacts import (no installation needed)
- Google Calendar sync (ability to overlay/publish calendars requires no installation, editing the calendar from Google is only available to G Suite users)
- Gmail Contextual Gadget (G Suite only)
- Google Inbox Integration (no installation needed)
When initially setting up these integrations, you may be asked to grant Smartsheet permission to use your Google credentials. Smartsheet doesn’t receive or store your Google password but it does store an identifier to your Google email address. If you find that your Google email address and Smartsheet email address are out of sync, contact Smartsheet Support, providing your Google email address as well as the email address you see in the bottom left-hand corner when logged into Smartsheet. They can assist you in getting the logins synchronized.
Single Sign-on from Smartsheet
All Google users can click Use my Google Account on the Smartsheet login page to access Smartsheet automatically. This will log you into Smartsheet with the same e-mail address you're using in Google.
NOTE: When logging on via Smartsheet’s website and not using the link to Use my Google Account, you’ll need to use your Smartsheet password, as opposed to your Google password. If you don’t know your Smartsheet password, you can click Reset it on the login page to receive an email with a Smartsheet password reset link.
As a G Suite user, install our integration from the G Suite, to launch Smartsheet from the App Launcher menu in Google .
Check out our Google+ Hangouts in Smartsheet video to see this feature in action.
With Google Hangouts, you can initiate a video chat with other Google users that are working on the same sheet as you, allowing you to communicate with collaborators while managing work together through Smartsheet.
NOTE: Any G Suite users who've installed the Smartsheet integration from the G Suite, as well as users with a gmail.com, googlemail.com, or google.com email address will see the option to Start a Hangout.
If you're a Google user who doesn't see the Start a Hangout button, please contact our Support team.
To start a Hangout:
- Move your cursor over the multi-user icon that appears in the sheet's tab when other people are collaborating on it.
- Click the Start a Hangout button.
A window will appear, prompting you to review the invitation to Hangout. You may be prompted to sign in with your Google account before being able to review the Hangout invitation.
By default, all collaborators currently working in the sheet (up to 14) will be invited but you can manually edit the list of recipients before sending the invitation.
All Google users can attach Google documents from their Google Drive account to their sheets and rows in Smartsheet.
Smartsheet sharing does not override your Google Drive sharing. Only people who are shared the item in Google Drive will be able to open it from the attachment link in Smartsheet.
All Google users can create new sheets from within Google Drive by installing the Smartsheet app from the Chrome Webstore. This functionality is also bundled in the G Suite integration. The sheets you create will reside in Smartsheet but a link will be created in Google Drive allowing you to open the sheet directly from Google. The link created can be copied and moved to other Google Drive folders if needed.
All Google users can install the Smartsheet Merge Add-on from the Chrome Web Store.
Smartsheet Merge enables you to strategically import Smartsheet data into your Google Document. For example, you can use the names in your "Client Name" column in Smartsheet to customize a form letter created in Google Docs for each of your clients. Review more detailed instructions on using this add-on here.
All Google users can install the Smartsheet Sync Add-on from the Chrome Web Store. Smartsheet Sync enables you to send responses from your Google form to a new sheet in Smartsheet. Review more detailed instructions on using this add-on here.
All Google users can import a Google Spreadsheet to create a new sheet in Smartsheet and export sheets in Smartsheet to a Google Drive format.
To import from Drive to Smartsheet:
- Starting from Smartsheet: From the Create New tab, click Import > Import Google Spreadsheet. A window will appear enabling you to select the spreadsheet to import.
- Starting from Google Drive: Right-click on the name of a Google Spreadsheet, Excel, or Project file and select Open with Smartsheet.
Importing a Google Spreadsheet will create a link to the Smartsheet within Google Drive.
Sheets can be exported from Smartsheet into Google Drive by clicking the Sheet Actions icon in the left toolbar then selecting Export > Export to Google Spreadsheet.
NOTE: Importing/Exporting to Google Spreadsheet format doesn't create a sync between the documents in the two programs.
All Google users can import their Gmail Contacts into Smartsheet to easily send and share information with them.
NOTE: The contact import process only imports the name and email address into your Smartsheet Contacts. If you wish to create a sheet containing contact information you can export your Google contact information to a .CSV file and then use the Import functionality.
All Google users can publish up to 600 rows of Smartsheet tasks (per sheet) to your Google Calendar. All Google users can also overlay their Google Calendar events onto a Smartsheet Calendar View allowing visibility into all events from both Smartsheet and Google.
With the G Suite integration installed, you can also edit the Smartsheet rows that you've published to Google Calendar by clicking on the check mark icon. The changes you make will be reflected back in the sheet in Smartsheet.
This gadget enables G Suite users to make changes to rows without leaving Gmail as long as they have the appropriate permission in Smartsheet. Install Smartsheet from the G Suite to make the contextual gadget form available from Reminder, Notification and Send Row emails (only) sent from Smartsheet. When you open one of these types of emails from Smartsheet, you'll see a button at the bottom of the message allowing you to edit the row directly in Gmail.
Google Inbox Integration
Google Inbox now features rich formatting of Smartsheet notifications, consolidating the most important information and enabling users to quickly act on new information.
For an instructional overview on our G Suite integration please review the video below:
If you don't have YouTube access, click here to watch the video.