Smartsheet Services
Connect Smartsheet to the systems your team already uses.
We connect Smartsheet to your other systems to reduce duplicate entry and manual handoffs, so information moves where it needs to go without someone copying it.
How We Approach Integrations
Planned, tested and supportable.
Depending on the systems involved, the right approach might be a native connector, Smartsheet Bridge, an integration platform or a custom API integration. We choose based on your requirements, not the other way around.
Integration Discovery
Understand the systems, the data and the process the integration needs to support.
Data Ownership
Decide which system owns each piece of data and where changes should be made.
Field Mapping
Map fields between systems, including formats, picklists and required values.
Triggers
Define what starts a sync or workflow, such as a new record, a status change or a schedule.
Exception Handling
Plan for what happens when data is missing, invalid or out of sync.
Security
Use appropriate access, credentials and permissions for each connected system.
Testing
Test with real scenarios, including edge cases, before going live.
Support
Documentation and ongoing help to keep the integration running as systems change.
Before We Connect Anything
Choose the source of truth and define what moves where.
Most integration problems come from unclear rules, not technology. If two systems can both change the same data, the question of which one wins needs an answer before anything is connected.
We work through these decisions with your team first, then build the integration around them. Possible platforms include NetSuite, Jira, Microsoft tools, APIs, Smartsheet Bridge and integration platforms, depending on what fits.
Decide which system is the source of truth for each type of data.
Define what should move in each direction, and what should not move at all.
Agree on how often data should sync and what triggers it.
Plan how errors and conflicts are flagged and who resolves them.
Confirm who owns the integration and how changes will be made later.
How We Work
A clear, collaborative process.
01
Discover
Understand the systems, the data and the process.
02
Design
Define the source of truth, field mapping, triggers and exceptions.
03
Build & Test
Build the integration and test it against real scenarios.
04
Launch & Support
Go live with documentation and ongoing support.
Related Services
Services that work well together.
Implementation & Solution Design
Design and build Smartsheet solutions tailored to your processes, people and goals.
Optimization & Health Checks
Clean up, streamline and improve your existing Smartsheet environment.
Managed Services & Support
Get ongoing help, enhancements and advisory support as your needs evolve.
Next Step
Let’s connect the workflow.
Tell us which systems you use and where information gets copied by hand. We’ll help you plan the right connection.