Smartsheet
Google Sheets + Smartsheet Integration
Query from Smartsheet into Google Sheets or Post data from Google Sheets into Smartsheet or Synchronize data between Google Sheets and Smartsheet.
What is Sheet Director?
Sheet Director is a Google Workspace add-on that helps to manage and control bidirectional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho, PayPal etc.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
What is Smartsheet?
Smartsheet is the leading work management platform you need to move from idea to impact – fast. Easy-To-Configure Rules. Automate Work Processes. Products: Automate Work Processes, Deploy With Confidence, Apps And Integrations, Work At Scale With Control Center.Â
Smartsheet to Google Sheets: Use Case(s)
> Pull all data from Smartsheet and present it into Google Sheets - Query
> Post data from Google Sheets into Smartsheet - Post
> Synchronize data between Google Sheets and Smartsheet - Synchronize
Smartsheet
Sheet Director
Google Sheets
Demo Video: Integrate Google Sheets and Smartsheet to pull and push data
Setting up Smartsheet in Sheet Director
Choose App and Service:
Select Smartsheet from the list of applications.
Select service as Query.
Smartsheet Configuration
Click on connect to Smartsheet to connect to Smartsheet so that you can pull data.
If Smartsheet is connected successfully, the following screen appears.
Select the required sheet
Select the Filters as required.
Enter the maximum result that is required.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services in the background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
Click on execute to pull the data into a sheet
Click save to save the service
Sample Output
Google Sheet to Smartsheet - Post
Entity
Select the entity object that you need to post to
Source Sheet
Choose the sheet that contains post records.
Enter the Start at cell valueÂ
(the default value is A1, if you change the value you need to refresh the header by clicking on the refresh icon on the side)
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
Click on intelligent mapping to map the fields automatically.
Click on the “+” icon to add new mapping.
Mapping
After selecting the entity, it will ask for intelligent mappingÂ
If you need to do intelligent mapping, click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting the Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields.
Click on execute will ask for confirmation.
Click save to save the service.
It will show number of records ready to post.
Click post now to post the records on Smartsheet.
Sample Output
It will show the count of number of records posted successfully and failed to post.
Google Sheet to Smartsheet - Synchronize
Select service as Synchronize Smartsheet.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in Smartsheet.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and Smartsheet.
Smartsheet Wins
Google Sheet Wins
Smartsheet Wins: Latest data from Smartsheet will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in Smartsheet.
Note: The major requirement in synchronization is to synchronize keys. If any of the keys is not having a value in the Google Sheet, then Sheet Director will create it first and then the service will be executed.
Smartsheet Wins
Select Smartsheet Wins.
The latest updated data from Smartsheet will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Smartsheet will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully, the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into Smartsheet.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into Smartsheet will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
