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?

Supported Smartsheet fields
Watch a demo of Unito's Smartsheet integration
Limitations and compatibility
Permissions
OAuth scopes

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.

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

Supported Smartsheet fields 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 Fields	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.

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.