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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 ✔ ✔  
      Contact list ✔ ✔  
      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 rows, meaning the whole file will be available in any synced work item as long as it's mapped to an attachment field in your other tool.

      You can also stream attachments to the description footer of the other tool, adding a clickable link for anyone in the other tool to view it without logging in to Smartsheet.

      Watch Unito's Smartsheet integration in action

      Limitations and compatibility

      Unsupported columns

      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

      Signing up to Unito with Smartsheet

      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.

      Contact list field limitations

      Due to limitations in the Smartsheet Contact API, there are some situations where users might not sync properly to or from Smartsheet. If your flow isn't properly syncing users, check the following:

      • Your Smartsheet plan. If you don't have a Smartsheet Enterprise plan, you might not be able to sync users.
      • Make sure the users you're trying to sync appear on the Smartsheet manage users page.
      • When configuring a contact list field in Smartsheet, you'll find a toggle that restricts it to list values only. Make sure this toggle is off, then add all users you need to sync in the list under Add contacts.

      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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      Ready to get started? Book a free appointment with our solutions team to assess your organization and see a live demo of your use case in action.