Smartsheet

Smartsheet to Google Sheets: Query from Smartsheet into Google Sheets or Post data from Google Sheets into Smartsheet using Sheet Director.

What is Sheet Director?

Sheet Director is a Google Workspace add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,PayPal etc.


It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.

What is Smartsheet?

Smartsheet is 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.

Smartsheet to Google Sheets: Use Case(s)

> Pull all data from Smartsheet and present it into Google Sheets.

> Post data from Google Sheets into Smartsheet.

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 Trello is connected successfully the following screen appears.

  • Select the required sheet

  • Select the Filters as required.

  • Select 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 automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click on execute to pull the data into 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 value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


  • Select the Status column

  • If 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 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 mapping

  • 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 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.