Microsoft Outlook

Easily add email messages and their attachments to Smartsheet rows or discussions, making them visible and actionable for all collaborators.

The Smartsheet for Outlook add-in works with Outlook when used with a supported Microsoft account.

Supported versions of Outlook include: 

• Outlook 2016/2019 (until October 2025)
• Outlook 2021 (until October 2026)
• One Outlook and Outlook for Windows. 

Supported account types include:

• Outlook.com accounts
• All Office 365 commercial subscriptions

The add-in does not support Microsoft Exchange on-premises (locally hosted) systems.

Depending on your organization’s Microsoft Entra ID rules, IT administrators might need to allow users who want to install the add-on. 

Set up Smartsheet for Outlook

You need a Microsoft account to install the Smartsheet for Outlook Integration. An Entra ID Admin must approve the integration. Once done, anyone can install it. Consult with your IT if you have access issues.

Try the following if the installation link isn't working:

• As an Entra Administrator, navigate to the Entra Admin Center > Entra ID > Enterprise applications > Security > Consent and permissions to Allow user consent for apps.

Install the add-in

Install the add-in from the Microsoft Office Store and connect it to your Smartsheet account. Once you install the add-in, connect your Outlook account with your Smartsheet account.

You need only install the add-in on one device. Once you do, it's available on any other device with access.

Install the add-in on a computer

1. In the Office Store, navigate to the Smartsheet for Outlook add-in and select Add.
2. When prompted, sign in with your supported Microsoft account.

Install from iOS or Android

1. In the Outlook for iOS or Outlook for Android app, select Settings > Add-ins.
2. Tap the plus icon for Smartsheet.

For instructions on installing add-ins, see Outlook for Mobile devices.

Connect your Outlook and Smartsheet accounts

1. Navigate to Outlook on the Web and open an email message sent to your supported Microsoft email address.

2. Select the Smartsheet logo in the upper-right corner of the email message to open the Smartsheet add-in panel.
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   If you don’t see the Smartsheet logo in the upper-right corner of the email, open the email sent to your supported Microsoft email address.

   The add-in panel appears on the right of the Outlook window, requesting permission to install Smartsheet for Outlook.

3. In the add-in panel, select Install to provide permission to connect to your Smartsheet account.
4. In the add-in panel on the right of the Outlook window, select Connect to Smartsheet.
5. In the window that appears, log in to your Smartsheet account and select Allow.

After you’ve installed and connected it, the Smartsheet for Outlook add-in will display the Home directory from your Smartsheet account. The add-in is immediately available for you on any other compatible version of Outlook that you have access to with your supported Microsoft account.