Apps and Integrations

Apps and Integrations

Generate an API key

The Smartsheet API enables licensed Smartsheet users to programmatically 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 ...

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—you'll find the Launcher in the upper-right corner of the Smartsheet wind...

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

Gain valuable insight with the Smartsheet for Tableau integration....

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, Gmail - and of course, Smartsheet)....

Smartsheet Labs

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

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....

Use the Resource Management panel to assign people to tasks

To create a new assignment from Smartsheet in the Resource Management panel, open the panel and ensure the following information is present in each ro...

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...

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

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....

Overview: Integrate Smartsheet with Microsoft Teams

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

Publish Smartsheet Items to Microsoft Teams

Interact with Smartsheet forms, sheets, reports, and dashboards without having to leave 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...

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

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....

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 App: Create and Administrate Views

Boost collaboration with the granular sheet sharing capabilities of the Dynamic View premium app....

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....

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 automatically import data from enterprise software systems like CRM, ERP, databases etc...

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

Create an offload workflow to pull sheet data from Smartsheet, turn it into an Excel or CSV file, and push it either as an attachment to a Smartsheet ...

Edit, Manually Run, or Delete Workflows in Data Shuttle

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

DataTable

Create a DataTable

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

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....

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 Extension for Adobe Creative Cloud

The Smartsheet extension for Adobe Creative Cloud is an installed integration that allows you to find assignments and manage proofs directly from your...