Connectors

Connectors

How to Use "Filtered Out by Connector—Not Synced"

When you're working with a sheet that is used with a Smartsheet connector, you may see a row that is labeled "Filtered out by Connector—not synced." U...

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....

Smartsheet for Jira Connector

Smartsheet for Jira: Finding and fixing workflow errors

These resources can help you detect and resolve errors as you build and run workflows....

Smartsheet for Jira: Modify or delete a Jira connection workflow

In a workflow, you can change the included fields, change the mapping direction for fields, update or modify a filter, or delete a workflow altogether...

Smartsheet for Jira Connector: Admin Setup (Cloud and Self-Hosted)

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

Smartsheet for Jira: Tips for using filters

Use filters to control the volume and type of issues that you work with....

Smartsheet for Jira: Tips for field mapping in your workflow

When you use Smartsheet for Jira, field mapping and filters control what data is exchanged and how it moves between Jira and Smartsheet....

Smartsheet for Jira Connector permission types

Three types of users can interact with the Smartsheet for Jira Connector: Smartsheet System Admin—Can manage Jira Connector Admins and Jira Connec...

Manage Jira Connector access and workflow permissions

What you can do in the Connector depends on what restrictions are enabled, as well as the permissions you have on items in both Smartsheet (sheet shar...

Jira for Smartsheet: Best Practices for working with Jira data

Because you'll be working across two systems, the opportunities for synchronization errors increase as more people collaborate....

Jira Connector troubleshooting

Atlassian recently released Jira Software v9.0 to Data Center customers on June 15th 2022....

Jira connector: Jira version compatibility

The Smartsheet connector for Jira is compatible only with specific versions of Jira Server and Data Center and Jira Cloud....

Salesforce and Service Cloud Connectors

Salesforce and Service Cloud Connectors

The Salesforce and Service Cloud Connectors are available as a premium offering....

Salesforce and Service Cloud Connectors: Admin Setup

Use the Salesforce Connector to gain valuable insights from your sales data and drive the execution of work across teams....

Connectors: Sync Smartsheet with Salesforce or Service Cloud

Use these Connectors to do the following: Salesforce Connector: Send or pull Salesforce records to or from Smartsheet in real time Service Cloud ...

Salesforce Connector FAQ

You can use the Smartsheet for Salesforce and Service Cloud Connectors to synchronize data between Salesforce or Service Cloud objects and sheets in S...

Connectors workflow best practices

You'll be working across two applications. This means you're likely to see more sync errors as more people collaborate....

Managing Salesforce and Service Cloud Connector workflows

Smartsheet System Admins (SysAdmins) see workflows all users on their team have created, in addition to their own....

Smartsheet for Microsoft Dynamics 365 Connector

Smartsheet for Microsoft Dynamics 365 Connector

Use the Smartsheet for Microsoft Dynamics 365 Connector to automatically synchronize data bi-directionally between Smartsheet and Dynamics 365....

Sync Smartsheet with Microsoft Dynamics 365

Use the Microsoft Dynamics 365 Connector to have Leads, Opportunities, Accounts, Contacts and other Dynamics 365 entities sync between Smartsheet and ...

Smartsheet for Microsoft Dynamics 365 Connector: Admin setup

Use the Smartsheet for Microsoft Dynamics 365 Connector to create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 i...