Apps and Integrations

Apps and Integrations

Get more functionality by integrating with other apps and platforms.

Access premium apps from the Launcher

Everyone has access to the Launcher. What you can access from the Launcher depends on your plan and permissions level for each app....

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

Use the Launcher option on the left rail to access and log in to Premium Apps. 

Gain valuable insight with the Smartsheet for Tableau integration

Import Smartsheet data into Tableau and combine data from other business-critical systems to help your whole team gain valuable analytics

Connect Smartsheet with Tableau (WDC) and other apps (ODBC)

Integrate Smartsheet with Tableau and other apps.

Work with live Smartsheet data in Salesforce Quip

Put context around your conversations directly into Quip documents with embedded sheets, reports, and dashboards.

Smartsheet for Outlook add-in

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

Smartsheet integration with Zapier

A Zap consists of a Trigger and an Action. Whenever the Trigger happens in one app, Zapier automatically performs the action in the other app....

Where to find information about the Smartsheet API

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

Creating Zaps in Zapier

Zapier is a tool for automating tasks between web applications such as Salesforce, Basecamp, OneNote, Gmail, and, of course, Smartsheet.

Troubleshoot not receiving alerts or requests in Slack

These troubleshooting tips may help if your team isn't receiving Slack alerts or requests as direct messages or in channels.

Use the Brandfolder panel in Smartsheet

You must be a Brandfolder user to attach or upload assets. To open the Brandfolder panel, on the right feature bar, select Brandfolder....

Integrate Smartsheet with Webex by Cisco

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

Generate an API key

Smartsheet now uses 37-character API keys. Your 26-character API keys will still work....

Publish Proof files with the Brandfolder integration

You need a Brandfolder plan to use this integration. Learn more about Brandfolder. Select the Export icon in the top right of the Proof view....

Pivot App

Get started with Smartsheet Pivot App

Introduction to Pivot App add-on

Preview, build, and edit a pivot table

Preview and build the pivot tableIf you want to preview the pivot table and build it immediately: Select the pivot you want to work with under Name....

Troubleshoot Pivot App

This could happen if you have rows with the same values in the column source selected for the Pivot workflow....

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 Smartsheet notifications in Microsoft Teams

Smartsheet for Microsoft Teams is compatible with both the browser and desktop versions of the Microsoft Teams application....

FAQ: Integrate Smartsheet with Microsoft Teams

You must be an Admin on Microsoft Teams to approve the integration. Anyone can install and use the Smartsheet for Teams app....

Search for Smartsheet items from Microsoft Teams

Search for Smartsheet items (sheets, reports, dashboards, and forms) in Microsoft Teams; access Smartsheet items without interrupting you

Microsoft Teams integration: Uninstall the Smartsheet bot

Uninstall the Smartsheet bot to stop receiving alerts and action messages from Smartsheet 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

For example, you can add a form for channel members to submit work order requests, which will populate an IT Request Sheet....

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 Google Chat

For example, you can take action on a Smartsheet approval request while chatting with a colleague in Google Chat about the request—all without leaving...

Smartsheet for Gmail add-on

Once the information is captured in Smartsheet, all Smartsheet collaborators can see and act on the information....

Smartsheet integration with Google

Here, you'll find listed the ways Smartsheet and various Google products interact, how to obtain the integrations, and where to learn mor

Create new sheets from Google Drive

Create new Smartsheet sheets directly from Google Drive. 

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

These are the Smartsheet-Google Drive integration points available for installation from the Chrome Web Store: Smartsheet Merge: Strategically import ...

Smartsheet Sync Add-on for Google Forms

Learn how to synchronize responses from your Google Form to a new sheet in Smartsheet.

Dynamic View

Get started 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: Interact with a view

This article focuses on interacting with a view in the application. For information on creating a view, see Create and edit Dynamic View settings....

Dynamic View: Use filters to show subsets of data

People with Owner or Admin permissions can create, share, and edit filters (they can also edit filters created by others)....

Transfer or receive transfer of a Dynamic View

If a view owner leaves your organization, a System Admin can facilitate transferring ownership of a view to a different user....

Edit a Dynamic View

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

Dynamic View filters FAQs

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

Share your Dynamic View

The sharing tab controls who can see the view. If no one is shared, then only the view owner can see the data and edit information....

Dynamic View System Admin Controls page

Brandfolder Image Select Admin Controls in the left menu to open the System Admin Controls page....

Dynamic View bulk deleting views

To start the Advance Capabilities Evaluation, consider the following: You must be a paid userYour plan must have a named RepresentativeYou must be a S...

DataMesh

DataMesh overview

DataMesh is a premium app that maps your Smartsheet data across multiple sheets and reports, eliminating typos, duplicative data entry, a

Troubleshooting DataMesh

BehaviorCauseResolutionBlank rows are added to my sheet. The rows previously had information in them, but the cell information was deleted....

Transfer a DataMesh configuration

DataMesh Config ownership requirementsThe new owner must: Be a user on your Smartsheet plan and have signed in to the DataMesh application (datamesh.s...

Run the DataMesh config

You need Viewer permissions or higher on any source sheet and Admin permissions or higher on any target sheet to create a DataMesh....

Create a new DataMesh Config

You need Viewer permissions or higher on any source sheet and Admin permissions or higher on any target sheet to create a DataMesh....

DataMesh FAQs

Find answers to the most frequent questions we get about DataMesh.

Data Shuttle

About Data Shuttle

With Smartsheet Data Shuttle, 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 Smartsheet.

Create an offload workflow in Data Shuttle

With Data Shuttle offload workflows, you can easily offload sheets from Smartsheet to other Smartsheet attachments or external storage dr

Manage Data Shuttle workflows

Use Data Shuttle workflows to upload or offload data within Smartsheet or other applications.

Data Shuttle use cases and FAQs

To use Data Shuttle: You must be a user with Owner, Admin, or Editor permissions on the target sheetYou must have Data Shuttle Premium Application per...

Troubleshooting Data Shuttle

Check that the column type is set to Number in the Mapping section of the workflow....

Advance capabilities evaluations

Advance Capabilities Evaluations: Data Shuttle and Dynamic View

Create dynamic drop-downs with Data Shuttle

You can use the offload and upload capabilities of Data Shuttle to create dynamic drop-downs in Smartsheet sheets and forms. 

Data Shuttle Integrations

Data Shuttle Integrations: ServiceNow

To use Data Shuttle, you must have Data Shuttle Premium Application permissions enabled in Admin Center by your Smartsheet System Admin....

Data Shuttle Integrations: Microsoft Dynamics 365

Microsoft Dynamics 365 is a set of enterprise accounting and sales software products.

Data Shuttle Integrations: SAP BusinessObjects Business Intelligence

SAP BusinessObjects Business Intelligence helps you with data reporting, visualization, and sharing across your business....

Data Shuttle Integrations: SAP ERP

SAP ERP is an enterprise resource planning software developed to bring together your accounting, financials, purchasing, inventory, sales

Data Shuttle Integrations: Workday

Workday is an enterprise resource planning (ERP) suite covering accounting, finance, HR, and payroll.

DataTable

Get started with DataTable

DataTable can store millions of rows of data, integrate with external systems using Data Shuttle, and sync subsets of that data into shee

Connect a sheet to a DataTable

Keep your sheets up-to-date with your source of truth using DataTable.

Manage existing DataTables

To use DataTable: You must hold Owner or Admin permissions on any sheets where a DataTable Connection will be builtDataTable must be a premium applica...

DataTable FAQs

To use DataTable: You must have Owner or Admin permissions on any sheets where a DataTable Connection will be built....

Troubleshooting DataTable

This guide helps you if you have issues navigating DataTable. 

Create and populate a DataTable

You can add, edit, or remove fields after you've created the DataTable. DataTable supports text, number, date, and checkbox fields....

Calendar App

Keep your teams organized with the Smartsheet Calendar App

With the Calendar App, you can: Color-code by a primary and secondary categoryEasily export the calendar for email or printSync with existing project ...

Calendar app filters: Frequently Asked Questions

Use a filter, for example, to display tasks due on a specific date that are assigned to you, or tasks with a specific status....

Calendar App FAQs

If Calendar App is part of your plan, you can use it. Anyone shared to the calendar can create and edit their private filters....

Make changes to an existing calendar in your Calendar App

Only a calendar Admin can edit the calendar’s settings....

Calendar App: Interact with a calendar

Navigate, edit tasks, customize views, and work with filters in Calendar App.

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: Smartsheet f...