Smartsheet

Connecting to Smartsheet

1Password SaaS Manager connects with Smartsheet using the OAuth2 protocol.

This is a straightforward and secure way to connect two applications.

It involves logging in to Smartsheet and confirming that you are happy to give SaaS Manager permission to access certain data or functionality.

Where possible we recommend using a service account to connect, since the access is tied to the user you log in to Smartsheet with. The integration will stop working if this user’s account in Smartsheet is deactivated.

1. Go to Admin > Integrations and find Smartsheet.
2. Click on the icon to see the details of the integration.

3. Click Connect.

   You may be prompted for additional values, or be able to choose the features you want to enable. The permissions requested by SaaS Manager may vary depending on the features selected. You can review these in the Required permissions section.

4. Click Connect again if required and you will be redirected to the login screen for Smartsheet.
5. Log in when requested, and click to grant permissions to SaaS Manager if asked.

If you logged in successfully you will be taken back to SaaS Manager and the integration will start running.

FAQ

Can you manage the ownership of sheets?

Smartsheet's API does not support transferring the ownership of sheets, except when deleting a user. The settings for resource transfer on user deletion are defined as part of the SaaS Manager integration connection settings.