Connectors

Connectors

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 Connector: Overview

Introduction to Smartsheet for Jira Connector

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: Creating and editing synchronization workflows

Introduction to Smartsheet for Jira: Creating and editing synchronization workflows

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....

Use row groups to keep Jira issues organized in Smartsheet

Keep synched Jira issues organized and sorted to maintain consistency and readability in your sheet....

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 Connecto...

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...

Create Jira issues in Smartsheet

The Smartsheet for Jira Connector allows you to create new issues in Jira without having to leave 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....

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 Co...

Managing Salesforce and Service Cloud Connector workflows

In the upper-left area of the page, select . To see the list of workflows you’ve created, select Dashboard....

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...