Apps and Integrations

Apps and Integrations

Access Premium Apps and Templates With the Launcher

The Launcher in Smartsheet gives you easy access to premium apps and other resources such as the Smartsheet Solution Center, right from a menu in Smar...

Act on Alerts and Requests in Workplace Chat

Send notifications and requests from Smartsheet and respond in real-time from Workplace Chat by Facebook....

Receive Alerts and Requests in Slack

With Smartsheet and Slack integration, you can set an automated workflow to notify a Slack channel when there are changes in Smartsheet....

Review, manage, and log in to apps and integrations manually

The easiest way to access and log in to premium apps is through the Launcher....

Connect Smartsheet with Tableau (WDC) and Other Apps (ODBC)

Integrate Smartsheet with Tableau and other apps....

Work with Live Smartsheet Data in Salesforce Quip

The Smartsheet Live App for Quip allows you to put context around your conversations directly into Quip documents with embedded sheets, reports, and d...

Smartsheet for Outlook Add-in

The Smartsheet for Outlook add-in (formerly called the Smartsheet App for Outlook) allows you to create and edit Smartsheet tasks and collaborate on t...

Smartsheet Integration with Zapier

Zapier is a tool that helps automate tasks between web applications (like Salesforce, Basecamp, Gmail - and of course, Smartsheet)....

Where to Find Information About the Smartsheet API

The Smartsheet API enables licensed Smartsheet users to programmatically access and manage their organization's Smartsheet account and data....

Creating Zaps in Zapier

Zapier is a tool that helps automate tasks between web applications (like Salesforce, Basecamp, OneNote, Gmail - and of course, Smartsheet)....

Smartsheet Labs

IMPORTANT: Smartsheet Labs is an unsupported testing ground for developers to curate and release new ideas....

Use the Brandfolder panel in Smartsheet

With the Brandfolder integration in Smartsheet, you can attach assets from Brandfolder to sheets or rows without leaving Smartsheet....

Integrate Smartsheet with Webex by Cisco

Integrate your working environment and your conversation environment with Smartsheet for Webex....

Generate an API key

If you’re a licensed user, you can use the Smartsheet API to access and manage their organization's Smartsheet account and data....

Publish Proof files with the Brandfolder Integration

With the Brandfolder integration, you can publish Proof files to specific Brandfolder collections, and include relevant metadata from the Proof's row ...

Calendar App: Interact with a Calendar

Use the Calendar App to display your Smartsheet data in customized calendar formats....

Resource Management Panel by Smartsheet

About the Resource Management panel

Connecting a project sheet to Resource Management gives you an easy way to see how resource changes affect your entire plan....

Authorize Smartsheet and Resource Management accounts

To use the Smartsheet panel for Resource Management, you must first authorize the connection between Smartsheet and Resource Management....

Connect a project sheet to a Resource Management Project

To manage your resources via the Smartsheet panel for Resource Management, you must connect your project sheet to your Resource Management project pla...

Update task assignments in the Resource Management panel

You can add or update task assignments using the Resource Management panel in Smartsheet....

Disconnect a sheet from a Resource Management project

If you need to disconnect your sheet from a project or want to use the same sheet to connect to a different Resource Management project, use these ste...

Sync Resource Management assignments with Smartsheet

The Resource Management Panel provides a powerful connection to your staffing plans — directly from Smartsheet — to align strategic resource managemen...

Troubleshooting Resource Managment panel sync errors

If there are issues in syncing assignments, the panel will show one of the following error messages: To fix this error, review the list of unsuppo...

Troubleshoot Resource Management panel connection

Incorrect account authorization and permissions can cause panel connection errors....

Revoke Resource Management authorization

If you need to change which Resource Management account you're using with the Resource Management panel, you can revoke your current account....

Pivot App

Get started with Smartsheet Pivot App

The Smartsheet Pivot App is a premium add-on that helps you summarize and dynamically refresh data that you’ve stored in a sheet....

Microsoft Teams

Overview: Integrate Smartsheet with Microsoft Teams

Integrate your working environment and your conversation environment with Smartsheet for Microsoft Teams....

Share or publish Smartsheet items to Microsoft Teams

Interact with Smartsheet forms, sheets, reports, and dashboards without leaving Microsoft Teams....

Receive Alerts and Requests in Microsoft Teams

Receive Smartsheet alerts (alerts, @mentions, update requests, approval requests and reminders) in Microsoft Teams direct messages by connecting Smart...

Search for Smartsheet items from Microsoft Teams

You can search for Smartsheet items (sheets, reports, dashboards, and forms) in Microsoft Teams....

Use alerts and requests in Microsoft Teams

Microsoft Teams alerts you when you receive requests or there are changes to items you’re working with....

Add a Smartsheet form to your Microsoft Teams channel

Include a Smartsheet form in a Teams channel to allow people to submit information right from the channel....

Rename, modify settings, or remove items published in Microsoft Teams

After you publish a Smartsheet item as a tab in teams, you can modify the settings, and rename or remove the tab....

Google Integrations

Take Action on Alerts and Requests in Hangouts Chat

Send notifications and requests from Smartsheet and act on them from Google Hangouts Chat....

Smartsheet for Gmail Add-on

With the Smartsheet for Gmail add-on, you can quickly copy what’s in an email message—any text and attachments—and add that information to rows in you...

Smartsheet Integration With Google

Here you'll find listed number of the ways Smartsheet and various Google products interact, how you can obtain the integrations, and where you can go ...

Create New Sheets from Google Drive

There are a few Smartsheet-Google Drive integration points available to install from the Chrome Web Store: Smartsheet Merge: Strategically import ...

Use a Smartsheet Calendar with Google Calendar

The Smartsheet app allows you to integrate a Smartsheet calendar with a Google calendar....

Smartsheet Merge Add-on for Google Docs

There are a few Smartsheet-Google Drive integration points available to install from the Chrome Web Store: Smartsheet Merge: Strategically impor...

Smartsheet Sync Add-on for Google Forms

There are a few Smartsheet-Google Drive integration points available to install from the Chrome Web Store: Smartsheet Merge: Strategically impor...

Dynamic View

Manage Processes at Scale with Dynamic View

Boost collaboration even when you cannot share the underlying sheets or reports with the Dynamic View premium app....

Dynamic View: Create and manage views of your data

Dynamic View allows you to share sections of your sheet or report without sharing the underlying source sheet....

Dynamic View App: Interact with a View

The Dynamic View app works in conjunction with the Smartsheet application to present streamlined information to you when you need it and without clutt...

Dynamic View: Use Filters to Show Subsets of Data

Use filters in Dynamic View to find data that matches your specified criteria and quickly sort the results the way you want....

Transfer or receive transfer of a Dynamic View

A view owner can transfer ownership to any licensed user who’s an Admin on the source sheet of the view....

Edit a Dynamic View

You can make changes exactly as if you're creating a new Dynamic View. Sign in to Dynamic View with your Smartsheet credentials....

Dynamic View Filters: Frequently Asked Questions

Filters in Dynamic View can help you limit the displayed information so you can find exactly what you need....

DataMesh

Smartsheet DataMesh: Eliminate typos, avoid duplicative data entry, and more

Smartsheet DataMesh provides lookup functionality between sheets and facilitates data consistency....

Data Shuttle

About Data Shuttle

With Smartsheet Data Shuttle (formerly Data Uploader), you can import data from enterprise software systems into Smartsheet....

Create an Upload Workflow in Data Shuttle

Create an upload workflow to connect an external data source and upload, edit, and write it to to Smartsheet....

Create an offload workflow in Data Shuttle

Offload workflows help you pull data from your Smartsheet files and transfer the extracted data to a Smartsheet sheet or another cloud storage....

Edit, manually run, or delete workflows in Data Shuttle

You can run a workflow at any time. You can also edit or delete the workflow if you’re not using it anymore....

DataTable

About DataTable

DataTable is a new type of object that can store millions of rows of data, integrate with external systems using Data Shuttle, and sync subsets of tha...

Connect a sheet to a DataTable

When you connect a sheet to a DataTable, the data is automatically synced from the DataTable into the sheet....

Use Data Shuttle to upload data to a DataTable

Data Shuttle is the best way to upload data to your new DataTable....

Manage an existing DataTable

You can manage all your DataTables and make changes as needed....

Upload a CSV to a DataTable

When you upload data to a DataTable, you must first prepare your data. The best way to upload data to a DataTable is via Data Shuttle....

Create a DataTable

DataTable is a way Smartsheet can store millions of rows of data and sync subsets of that data into sheets....

Calendar App

Keep your teams organized with the Smartsheet Calendar App

The Smartsheet Calendar App is a premium add-on that helps you build flexible, customizable, and shareable calendars using your Smartsheet data....

Calendar App Filters: Frequently Asked Questions

Use filters in the Calendar App to limit the displayed information so that you and others can see specific activities....

Adobe Creative Cloud Extension

Smartsheet integrations for Adobe Creative Cloud

When you use the following integrations, you can find assignments and manage proofs directly from your Adobe Creative Cloud applications: Smartshe...