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....

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. 

Work with live Smartsheet data in Salesforce Quip

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

Smartsheet Integrations for Brandfolder

Use the Brandfolder panel in Smartsheet

You must be a Brandfolder user to attach or upload assets....

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  N...

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 Smartsheet 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 lear

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 for Google Docs

These are the Smartsheet-Google Drive integration points available for installation from the Chrome Web Store: Smartsheet for Google Docs: Strategical...

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

Dynamic View presents the information you need to do your work.

Dynamic View: Use filters to show subsets of data

Dynamic View allows you to save time by creating views that contain large data sets and shared filters rather than having to create multi

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.  Transfer the view ...

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.  Manage viewsHere y...

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 (data...

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 with Data Shuttle to import information from a CSV or XLSX file into a Smartsheet sheet.

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.

Troubleshooting Data Shuttle

BehaviorResolutionI'm unable to sign into Data ShuttleSign in and out: Sign out of all instances of Smartsheet and use an incognito window to sign in ...

Data Shuttle use cases

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

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 FAQs

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

Edit tasks, customize views, embed or download calendars, and work with filters in Calendar App.