Apps and Integrations

Apps and Integrations

Access premium apps from the Launcher

When you select an app from the Launcher, it will always open a new browser tab....

Receive alerts and requests in Slack

For example, when a task becomes blocked, channel notifications can keep the entire team informed....

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....

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 insights....

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

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

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)....

Troubleshoot not receiving alerts or requests in Slack

If you receive a message that Slack notifications are disabled, or if you don't have the option to set a Slack notification in the New Rule window, yo...

Use the Brandfolder panel in Smartsheet

To open the Brandfolder panel, on the right feature bar, select Brandfolder. Follow the login prompts. Select your organization....

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 your 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 ...

Resource Management Panel by Smartsheet

About the Resource Management panel

It’s a two-step process to use the panel. First, authorize your account (one time only), then connect a project sheet to Resource Management....

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

Before you connect a project, be sure to authorize your connection. 1. In Smartsheet, create or open a project sheet with dependencies enabled....

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...

Revoke Resource Management authorization

Switch Resource Management accounts at the sheet level If you're using multiple Resource Management accounts in the same organization, you can revoke...

Pivot App

Get started with Smartsheet Pivot App

Introduction to Pivot App add-on

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....

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

To stop receiving alerts and actions messages from Smartsheet in Microsoft Teams, uninstall the Smartsheet bot....

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 that allows channel members to submit work order requests that 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 Hangouts Chat

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

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 number of the ways Smartsheet and various Google products interact, how you can obtain the integrations, and wher

Create New Sheets from Google Drive

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

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 imp...

Smartsheet Sync Add-on for Google Forms

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

Dynamic View

Manage process 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

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

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 System Admin can transfer ownership of a view if the owner is no longer part of your organization....

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 FAQs

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

Dynamic View: Error Icon Appears with Filter Name

In some cases, filters that you create for Dynamic View may appear greyed out and display an error icon....

DataMesh

About DataMesh

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

Transfer a DataMesh configuration

DataMesh Config ownership requirements The new owner must: Be a member of your Smartsheet account with a license and have signed in to the DataMesh...

Run the DataMesh config

After you create a DataMesh config it is ready to run. If you’ve set an Execution Frequency, the DataMesh will run at the next scheduled run time....

Create a new DataMesh Config

This topic covers how to create a new config. When you're done, you can run the DataMesh config....

DataMesh FAQs

Here you will find answers to the questions we get the most about DataMesh.

Data Shuttle

Advance capabilities evaluations

Advance Capabilities Evaluations: Data Shuttle and Dynamic View

DataTable

About 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

There are two ways to connect a sheet to a DataTable: Add & update mode: Pull subsets of the data into a sheet from a DataTable....

Manage existing DataTables

If you're an admin on DataTable, you can share a DataTable with others in your organization, granting either admin or viewer access....

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 category Easily export the calendar for email or print Sync with existing pr...

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: 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...