Smartsheet Data Integration with Microsoft Teams, Jira, Microsoft SharePoint, Microsoft Dynamics 365, and, virtually any other application or data source that you may need to work with

Integrate and migrate data to and from Smartsheet with any other application or data source including Microsoft Teams, Jira, Microsoft SharePoint, and, Microsoft Dynamics 365, to name just a few.

What other applications can you sync with Smartsheet? Click here for more solutions.

Often times when a client creates a ticket, other business applications are used in the pursuit of a resolution. With data integration for Smartsheet, these processes can be eased by keeping all relevant applications up to date, cohesively working with each other automatically.

Synchronize Data

Easily sync Smartsheet with your CRM, bug tracking tool, and other applications so project information is always up to date. Automatically bring more visibility across the organization so each team knows the status of relevant issues.

Streamline business processes by eliminating the need for repetitive work, automatically updating Smartsheet with completed tasks, new items, or sending information to other systems to trigger appropriate actions.

Automate Business Processes

Replicate Data

Data Archival

Easily replicate data from Smartsheet for data archival and warehousing requirements.

Data Analytics

Easily retrieve data from Smartsheet so it is available for your choice BI and Analytics platform.

Smartsheet data integration is available in SSIS Productivity Pack

Unique Features

  • A simplified and secure connection manager makes it easy to communicate with Smartsheet.
  • Supports Smartsheet's numerous APIs including Attachments, Cells, Comments, Cross-Sheet References, Discussions, Folders, Reports, Templates, and, Workspaces.
  • Read data from over 20 Smartsheet source objects including Automation Rules, Columns, Contacts, Groups, Rows, Search, Server Information, Sharing, Sheets, Sights, and, Users.
  • Retrieve data from Smartsheet with several advanced filtering capabilities for further data retrieval refinement.
  • Smartsheet Destination Component supports massive data manipulation of the following objects:
    • Attachments - Attach File to Comment, Row, or, Sheet, Attach URL to Comment, Row, or, Sheet, Attach New Version, Delete Attachments, or, Delete All Version.
    • Automation Rules - Delete or Update an Automation Rule.
    • Columns - Add, Update, or, Delete.
    • Comments - Add, Edit, or, Delete.
    • Cross-Sheet References - Create.
    • Discussions - Create on Row, or on Sheet.
    • Favorites - Add Favorites, or, Remove Favorite Folder(s), Report(s), Sheet(s), Sight(s), Template(s), or, Workspace(s).
    • Folders - Copy, Update, Delete, or, Move Folder, or, Create Folder Sheets level, Subfolder, or, Workspace.
    • Group Members - Add or Remove.
    • Groups - Create, Update, or, Delete.
    • Import - Import Sheet from CSV / XLSX, or, Import Sheet into Folder or Workspace.
    • Reports - Set Report Publish Status, or, Send Report via Email.
    • Rows - Add, Update, or Delete Rows, or, Copy or Move Rows to Another Sheet, or, Send Rows via Email.
    • Send Via Email - Report, Rows, or Sheets.
    • Sharing - Share Report, Sheet, Sight, or, Workspace, Update Report Share, Sheet Share, Sight Share, or, Workspace Share, or, Delete Report Share, Sheet Share, Sight Share, or, Workspace Share.
    • Sheets - Copy, Move, Delete, or, Update Sheet, Create Sheet in Sheets Folder, in Folder, in Workspace, in Sheets Folder from Template, in Folder from Template, or, in Workspace from Template, Set Sheet Publish Status, Send Sheet via Email, or, Sort Rows in Sheet.
    • Sights - Copy, Update, Delete, or Move Sight, or, Set Sight Publish Status.
    • Update Requests - Create, Change, or, Delete Update Request, or, Delete Sent Update Request.
    • Users - Add, Update, or, Remove User, or, Update User Profile, or, Add, or Delete Alternate Email, or, Make Alternate Email Primary.
    • Workspaces - Create, Update, Delete, or, Copy.
  • Now with our 2020 Release Wave 1, we added support for working with Smartsheet Gov Account. Additionally, we added a new Sheet object in our Smartsheet Source/Destination component and a new Report object in our Smartsheet Source component to work with existing sheets or reports in a tabular format.

Technical Requirements

  • Smartsheet
  • SQL Server Integration Services
    • Azure-SSIS Integration Runtime
    • Microsoft SQL Server 2019
    • Microsoft SQL Server 2017
    • Microsoft SQL Server 2016
    • Microsoft SQL Server 2014
    • Microsoft SQL Server 2012
    • Microsoft SQL Server 2008 R2
    • Microsoft SQL Server 2008

Smartsheet data integration made easy

Our solution is easy to use, offering code-less integration between Smartsheet and virtually any other application or database system. Our solution is built utilizing Microsoft SQL Server Integration Services (SSIS), a performant and flexible ETL platform, allowing your team to take advantage of the technologies and skills they already have. The drag-and-drop user interface makes it easy to set up powerful integration within a matter of minutes.

Our Smartsheet integration solution is available within the REST components of our SSIS Productivity Pack, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Smartsheet with applications such as Microsoft Dynamics 365, Salesforce, Project Server, and many more.

See our full product offerings for more information.

Other SSIS Collaboration Components

Our Collaboration components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular collaboration solution. In addition to Smartsheet, we support the following Collaboration services: