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An Overview of Unito's Smartsheet Integration

Looking to add Smartsheet to your workflow? Here's what you can expect from our integration.

What does this article cover?

Unito can sync Smartsheet rows with work items (e.g., tasks, tickets, events, etc.) in other tools with automated 2-way updates on either end. By creating a Unito flow, you'll be able to keep Smartsheet and your other tool(s) refreshed in real-time whenever changes are made from end-to-end.

Sync Smartsheet


This article will give you an overview of supported functionality in Smartsheet, as well as the limitations of Unito's integration.

Looking for a guide to get started? Here's how to sync Smartsheet with Jira or Asana to Smartsheet for project management use cases. 

Supported Smartsheet field types and other features

Most of Smartsheet's columns, such as Date, Text, Number, Dropdown, and Checkbox can be synced, mapped, and used in rules

Quick definitions:

    • One-Way: Changes to the Smartsheet row will appear in the other synced field but not vice versa.
    • Two-Way: Changes to either synced field will appear in the other.
    • Rules: This Smartsheet field can be used as a trigger in your rules to filter work items from syncing with Unito.
Smartsheet Row Field Types One-way Two-way Rules
Abstract datetime    
Checkbox
Comments  
Date
Datetime
Dropdown list
Duration  
Link to row    
Multi dropdown list
Subtasks  
Text/number

Note: The Predecessor column can only be synced from Smartsheet to another tool — and not back. Other fields in tasks with a predecessor will still be synced in both directions.

What counts as an item in sync?

For Smartsheet, Unito counts every synced row as an item in sync.

Attachments

Unito can copy attachments to and from Smartsheet, meaning the whole file will be available in any synced task as long as it's mapped to an attachment field in your other tool. 

Watch Unito's Smartsheet integration in action

Limitations and compatibility

Some of Smartsheet's columns can't be synced with Unito just yet. That means you can't use them in customized mappings or your rules. These columns are:

  • People

  • Symbols

  • Auto-Number/Systemfield

  • Predecessors

Keep in mind that you also won't be able to sign up to Unito with your Smartsheet account. Make sure to use another tool account or an email/password combination.

Got feedback? Submit a Unito feature request to let us know what you'd like to see in the next update to our Smartsheet integration.

Necessary permissions

For Unito to sync data through your Smartsheet account, it is essential that you possess the required permissions. These permissions determine the extent of actions Unito can carry out, from reading and writing data to creating new sheets and managing webhooks, ensuring a secure and efficient data sync process.

Rest assured, Unito is SOC 2 Type 2 certified, and all your data is fully encrypted while in transit.

OAuth Scopes

To enable Unito to seamlessly sync your data and ensure comprehensive integration, the following permissions must be granted to your user account in Smartsheet:

REQUIRED SMARTSHEET PERMISSION DEFINITION
CREATE_SHEETS Allows Unito to create new sheets, useful for adding tasks or projects from other platforms.
ADMIN_WEBHOOKS Enables Unito to establish webhooks for real-time data sync, ensuring your data is always current.

READ_CONTACTS

Permits Unito to view your contacts for accurate task assignments across platforms.

READ_SHEETS

Essential for Unito to read your sheet data, making data synchronization possible.

READ_USERS

Allows Unito to understand user permissions, ensuring data sync respects your Smartsheet's access controls.

WRITE_SHEETS

Authorizes Unito to update your sheets, keeping your data aligned with changes from connected platforms.

DELETE_SHEETS

 Enables Unito to remove sheets, applicable in workflows where ending projects in other platforms should reflect in Smartsheet.

Ready to get started? Click here for more useful content or here's a guide to building your first Unito flow.

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