Simplesat can add each new response to a Smartsheet sheet as a row. Each row holds the values you pick, one per column and up to ten, such as the date, the survey, the rating, the comment and the customer's email.
You switch it on from the Smartsheet page in Simplesat. It's listed there as Sync feedback data from Simplesat to Smartsheet, under Account-wide integrations.
Before you start
Every Simplesat plan includes the Smartsheet integration. To connect Smartsheet and switch the integration on, you need the Manage integrations permission. Owner and Admin have it by default.
In Smartsheet, you need a sheet with a column for each value you want, up to ten.
You connect by signing in to Smartsheet, and rows are added as the user you sign in as. That user needs Editor access or higher on the sheet, because Viewer and Commenter can't add rows. Connect as someone who will keep that access.
Tip: Use Text/Number columns where you can. Smartsheet checks each value against its column's type, and a Text/Number column accepts any value. If Smartsheet refuses a value, it refuses the whole row for that response.
To see what a connected tool can read and write, see Integration security, permissions and data flow.
Connect Smartsheet
In Simplesat, open the Integrations page and choose Smartsheet.
Click Authenticate, sign in to Smartsheet and click Allow.
When the page shows Authenticated with Smartsheet, you're connected.
Choose the sheet and columns
The Field mapping table appears once the integration has been switched on, but Lookup, which picks the sheet and columns, only works while it's off.
Click Activate integration on Sync feedback data from Simplesat to Smartsheet. The Field mapping table appears.
Click Deactivate integration.
On the Sheet ID row, choose Lookup and pick your sheet.
Set up each column you want filled, starting with cell 1 and continuing up to cell 10 if you need it. Each cell takes two rows:
On Cell 1 Column ID, choose Lookup and pick the column in your sheet.
On Cell 1 Value, choose Use data from response and pick the value that goes in that column.
Leave the rest of the rows, such as To Top? and Parent ID, on Ignore.
Click Save under the table.
Click Deactivate integration, then Activate integration. The page already reads active after Save, but responses aren't sent until you do this.
In the Use data from response list, Choice (Rating), Sentiment and Follow Up Answer are the rating, sentiment and comment for the question your metric rating comes from. You'll also find the team member, the ticket and each question's answers, listed by survey name. Writing feedback back, and mapping the fields explains the full list and Lookup.
To send only some surveys to the sheet, pick them under When should this integration run? Until you pick any, every survey's responses are added.
What lands in Smartsheet and when
Each new response adds a row at the bottom of the sheet, at least five minutes after it arrives in Simplesat. Team member values come from the response's primary team member.
When a response changes, for example when the customer adds a comment later or a rating is edited, the integration adds a new row with its current values and leaves the earlier row as it was.
Only responses that arrive while the integration is on are added.
Change the Smartsheet account or sheet
To connect as a different Smartsheet user:
Note whether the integration is active.
Click Revoke access.
Sign out of Smartsheet in your browser. If you're still signed in as the old user, Authenticate skips the sign-in and connects that user again.
Click Authenticate and sign in to Smartsheet as the new user. They need Editor access or higher on the sheet.
If the integration was active, click Activate integration. Connecting again keeps its settings but doesn't switch it back on.
Heads up: If the Smartsheet user who connected loses access to the sheet, or their access is revoked, rows stop being added while the page still shows Authenticated with Smartsheet. Reconnect the same way. Responses that came in while rows were stopped stay out of the sheet.
To send rows to a different sheet, set Sheet ID and every Column ID again, following the steps in Choose the sheet and columns. Column IDs belong to a single sheet, so they don't carry over.
Troubleshooting
No new rows are appearing in my sheet
Check each of these:
Sync feedback data from Simplesat to Smartsheet shows as active, and you clicked Deactivate integration and then Activate integration after your last Save.
When should this integration run? includes the survey.
The response arrived while the integration was on, and at least five minutes ago.
The Smartsheet user who connected has Editor access or higher on the sheet.
Each column's type accepts the value mapped to it. If it doesn't, Smartsheet refuses the row, so use Text/Number columns where you can.
If none of these explains it, reconnect Smartsheet, then contact us with the response's link.
The same response appears on more than one row
Each change to a response adds a new row, for example when the customer adds a comment later or a rating is edited. The earlier row isn't updated. The latest row for a response has its current values.
Some of my columns stay empty
Each column needs both its Column ID row and its Value row set. A row can fill ten cells at most. And if a value is empty in Simplesat, such as the comment when the customer didn't leave one, its cell stays empty.
I can't use Lookup on Sheet ID
Lookup only works while the integration is off. Click Deactivate integration, choose Lookup and pick your sheet, then click Save. Finish by clicking Deactivate integration and then Activate integration.
My sheet stopped getting rows, but the page still says Authenticated with Smartsheet
Simplesat doesn't check the connection after you connect. If the Smartsheet user who connected loses access to the sheet, or the access is revoked, rows stop and the page still reads Authenticated with Smartsheet. Click Revoke access, then Authenticate, then Activate integration. Integration error messages and what they mean explains what the page shows.
FAQ
Can I send more than ten columns to Smartsheet?
No. Each row holds up to ten values.
Can I add responses from before I turned on the integration?
No. Only responses that arrive while the integration is on are added. To get earlier responses into the sheet, export them as a CSV from Feedback and import the file into Smartsheet.
Does the integration update a row when a response changes?
No. It adds a new row with the response's current values, and the earlier row stays as it was.
Where in the sheet do new rows go?
At the bottom.