Connectors

Connectors

Connect Smartsheet to your other systems.

Connector user types

If your organization has purchased the Smartsheet Jira Connector or Smartsheet Salesforce Connector, any System A

Smartsheet Jira Connector

Create workflows with the Smartsheet Jira Connector

Introduction to Smartsheet for Jira: Creating and editing synchronization workflows

Best practices and troubleshooting the Smartsheet Jira Connector

See Create workflows with the Smartsheet Jira Connector to learn about the permissions required to create or edit a workflow....

Smartsheet Jira connector firewall settings (self-hosted server)

This article provides server and firewall requirements for a self-hosted server on the Smartsheet for Jira connector. 

Smartsheet Jira Connector overview and FAQs

You must be a user on a Smartsheet plan. This includes having Editor permissions or higher on any sheet mapped within the workflow....

Administration and setup of the Smartsheet Jira Connector

The Smartsheet Jira Connector syncs information between Smartsheet and one or more Jira instances.

JIRA status definitions

This article outlines the various JIRA status definitions

Smartsheet Salesforce Connector

Smartsheet Salesforce Connector overview and FAQs

Getting to know the Smartsheet Salesforce Connector: Overview and common questions.

Administration and setup of the Smartsheet Salesforce Connector

The Smartsheet Salesforce Connector is available as a premium offering. For information about pricing, contact our sales team....

Create workflows with the Smartsheet Salesforce Connector

To create or edit a workflow using the Smartsheet Salesforce Connector: You must have Editor permissions or higher on any mapped sheet....

Best practices and troubleshooting the Smartsheet Salesforce Connector

To create or edit a workflow using the Smartsheet Salesforce Connector: You must have Editor permissions or higher on any mapped sheetYou must be able...

Smartsheet for Microsoft Dynamics 365 Connector

Smartsheet for Microsoft Dynamics 365 Connector

Once you've purchased Smartsheet for Dynamics 365, you can use this URL to log in and configure the Connector: For information on browser compatibilit...

Sync Smartsheet with Microsoft Dynamics 365

Once the Smartsheet for Dynamics 365 Connector has been purchased, a user that has Smartsheet System Admin and Dynamics 365 Admin permissions must ins...

Smartsheet for Microsoft Dynamics 365 Connector: Admin setup

Create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 instance.