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The Smartsheet integration with Microsoft Teams harnesses the creativity and spontaneity of conversations and pairs them with your work to transform conversations into action. The integration allows you and your team to work easily and effectively across both platforms from wherever you're collaborating. You can use the Microsoft Teams integration by Smartsheet to:
- Send Smartsheet notifications to a Teams Channel
- Receive Smartsheet alerts, reminders and direct messages in Teams
- Add Smartsheet "Tabs" within a Teams Channel so you don't have to switch back and forth between apps
To learn more, check out the information below.
Integrate Smartsheet with Microsoft Teams
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Here's what the integration supports:
- Send notifications from Smartsheet to a public Teams channel or as direct messages.
- Add Smartsheet items as tabs within Teams channels.
- Grant or request permissions when sharing Smartsheet items in Teams.
The integration currently supports public channels for notifications. Private channel support is limited. If your workflow relies on private channels, check the Smartsheet Community for the latest updates on this.
Smartsheet sends information to Teams, not the other way around. Teams messages and activity don't sync back into Smartsheet.
Smartsheet for Teams works in both the browser and desktop versions of Microsoft Teams.
Find out whether this integration is available in Smartsheet Regions.
Before you begin
The Smartsheet for Teams integration requires approval from a Microsoft administrator before anyone in your organization can install it. You only need to do this once. After approval, all users in your organization can install and use the integration on their own.
Required Microsoft Entra ID roles
To approve the integration, you need one of the following roles in Microsoft Entra ID:
- Global Administrator
- Application Administrator
- Cloud Application Administrator
Not a Microsoft Admin? If you don't have one of these roles, share this article with your IT or Microsoft 365 Admin team and ask them to complete the approval steps below.
Step 1: Allow the Smartsheet app in Teams Admin Center
- Go to the Teams Admin Center.
- Navigate to Teams apps > Manage apps.
- Search for Smartsheet.
- If the app shows a status of Blocked, change it to Unblocked.
Step 2: Configure Entra ID consent settings
- Go to the Microsoft Entra ID portal.
- Navigate to Identity > Applications > Enterprise applications > Security > Consent and permissions.
- Under User Consent Settings, set the option to Allow user consent for apps from verified publishers, for selected permissions only.
Why this setting?
This is the safer option. It limits consent to apps from verified publishers and restricts which permissions users can approve. Enabling broad user consent for all apps bypasses your organization's enterprise app approval controls and isn't recommended.
Step 3: Grant Admin consent for Smartsheet
- In the Entra ID portal, navigate to Identity > Applications > Enterprise applications.
- Search for Smartsheet.
- Navigate to Security > Permissions.
- Select Grant admin consent for Smartsheet Inc.
- Sign in with your Microsoft account and accept the requested permissions.
Step 4: Install the integration (end users)
Once an admin completes the steps above, anyone in the organization can install Smartsheet for Teams:
- Open the Microsoft Teams desktop app or go to teams.microsoft.com and sign in.
- In the left navigation panel, select Apps.
- Search for Smartsheet and select it from the results.
- Depending on your organization's setup, select one of the following:
- Open: The integration is already installed. Select Open to land in the Smartsheet bot and connect your account.
- Add: Your administrator has approved the integration, but you haven't installed it yet. Select Add and follow the prompts to connect your account.
- Request approval: Your administrator hasn't approved the integration yet. Select Request approval and wait for admin sign-off before proceeding.
Permissions
The integration requires your Microsoft Teams Admin to grant consent for the following permissions before it's available to your organization.
| Capability | Permission name and type | Reason for requesting this permission |
|---|---|---|
| Receive Smartsheet notifications in Teams channels | offline_access - delegated | Refreshes authentication tokens and maintains login when the token expires. |
| openid - delegated | Allows Smartsheet to sign in to Microsoft on behalf of the user. | |
| profile - delegated | Provides user information needed to send notifications. | |
| Team.ReadBasic.All - delegated | Retrieves Team names. | |
| Channel.ReadBasic.All - delegated | Retrieves channels within a Team using a team ID. | |
| User.Read - delegated | Retrieves information about the user's organization. | |
| TeamsAppInstallation.ReadWriteForTeam - delegated | Checks whether the Teams app is installed; installs it automatically if not. | |
| Add Smartsheet items as tabs and share with channel members | ChannelMember.Read.All - delegated | Retrieves channel members for any channel using group ID and channel ID |
| ChatMember.Read - Delegated | Retrieves members in a private channel. |
How Smartsheet permissions interact with Teams
Smartsheet sharing permissions carry over into Teams. If someone doesn't have access to a sheet in Smartsheet, adding that sheet as a tab in Teams doesn't grant them access; they see a prompt to request access instead. The integration respects whatever sharing permissions are already set on the item in Smartsheet.
Messaging extension
The messaging extension requires no additional setup or permissions. When a user installs Smartsheet for Teams from the Teams app store, the extension is automatically available. Learn how to search Smartsheet items from Microsoft Teams.
Troubleshooting
The app still shows as blocked in Teams Admin Center
If the Smartsheet app is blocked after completing Step 1:
- Go to the Teams Admin Center.
- Navigate to Teams apps > Manage apps.
- Search for Smartsheet.
- Confirm the status shows as Unblocked. If it still shows Blocked, select the app and change the status.
Admin credentials aren't being accepted during consent
If you're a Microsoft Admin and your credentials aren't being accepted when granting consent in the Entra ID portal:
- Confirm you're signed in with the account that holds one of the required Entra ID roles (Global Administrator, Application Administrator, or Cloud Application Administrator).
- Try signing out of all Microsoft sessions in your browser, then sign back in before reattempting the consent flow.
- If the issue persists, contact your Microsoft 365 support team. This is typically an Entra ID tenant configuration issue rather than a Smartsheet-side issue.
The Smartsheet bot isn't responding, or the Allow Access prompt times out
The Allow Access prompt during bot setup has a short timeout window. If it times out before you can respond:
- Open the Smartsheet chat window in Teams.
- Type Hello to reactivate the bot.
- When the Allow Access prompt appears, select it immediately.
- Complete the Smartsheet sign-in and authorization, then select Allow.
Once you see the Success! page, setup is complete, and you start receiving Smartsheet notifications as direct messages.
After granting permissions, I can't select Smartsheet message notifications
If you've granted permissions but can't enable Smartsheet notifications in Teams:
- Try reauthenticating your account using the Smartsheet bot.
- Open the Smartsheet chat window in Teams.
- Type Hello to activate the bot.
- Select Allow Access and complete the sign-in flow.
- Once you see Success!, check whether the notification settings are now available.
If the issue persists, contact Smartsheet Support.
Can I add a Smartsheet item as a tab without Admin permission?
Yes. If your Admin hasn't granted full integration permissions, you can still add Smartsheet items as tabs by publishing them or sharing them directly with channel members. Notifications to channels require the full Admin consent flow to be completed first.
Smartsheet EU for Microsoft Teams: Tabs work, but notifications don't
If you use the Smartsheet EU for Teams integration and tabs work but you're not receiving notifications:
Re-grant Admin consent specifically for the Smartsheet EU app. The tab and notification capabilities use separate permission grants. Completing one doesn't automatically enable the other.