Smartsheet integrations
Jos Barteling avatar
Written by Jos Barteling
Updated over a week ago

In this article:


Authenticating with Smartsheet

Head over to your Simplesat account and access the Smartsheet integration page.

You'll need to authenticate your Smartsheet account before installing any integration. Don't worry, you only need to do this once. πŸ˜‰

Clicking the authenticate button will redirect you to Smartsheet. Log in (if not so already), and press allow to log in.

Smartsheet should now be authenticated with Simplesat.


Sync feedback data from Simplesat to Smartsheet

Simplesat can sync data from Simplesat to a Smartsheet

Here's an example of how this will look in Smartsheet:

To set this up go to the Smartsheet integrations page.

Authenticate if you haven't done so already, then scroll down to Sync feedback data from Simplesat to Smartsheet and click Activate integration.

After the integration has been activated, you'll need to enter the Sheet ID below and map which data you want synced to which column.

But currently it's not yet possible to do this from the Simplesat UI. Please contact Simplesat support to fill this in for you!


Update customers in Simplesat when sheet is updated

Simplesat can send customer data from a Smartsheet to Simplesat.

To set this up go to the Smartsheet integrations page.

Authenticate if you haven't done so already, then scroll down to Update customers in Simplesat when sheet is updated (webhook) and click Activate integration.

At this point you'll need to contact Simplesat support to map the correct sheet and columns. Don't worry, this won't take too long!


Need help?

These integrations are still in beta, so if you have any questions, find any issues, or have any feedback, please don't hesitate to reach out to our team, and we'll be happy to help.

Have fun! πŸ˜‰

Did this answer your question?