Smartsheet

Overview of the Smartsheet integration.

The following documentation is for Smartsheet v2.0.0.

Overview

Smartsheet is a dynamic work management platform that combines spreadsheet functionality with project management features. This integration enables automated sheet updates, project tracking, resource management, and collaborative workflow automation. Improve project organization and team productivity.

Setup

The following integrations need to be connected to your Kognitos workspace:

• Smartsheet

Steps

Follow these steps to connect the integration in Kognitos:

1

Navigate

Using the left navigation menu, go to Integrations → Explore Integrations.

2

Find

Search for the integration and click on it.

3

Connect

Click on Connect to add a connection to the integration.

4

Configure

Add a name for the connection. You'll be prompted for authentication details if needed. Then, click on Connect.

Credentials

1. API Token

These steps outline how to create a secure Smartsheet API token for accessing and interacting with the Smartsheet API.

1

Open Personal Settings

Select your account profile image at the bottom of the left navigation bar, then choose Personal Settings.

2

Go to API Access

In the Personal Settings window, navigate to the API Access tab. Then click on Generate new access token.

3

Name the Token

Enter a descriptive name for the token and select OK.

4

Copy and Save the Token

Copy the generated token value and store it securely (e.g., in a password manager). &#xNAN;Note: This is the only time the token will be visible.

5

Finish Setup

Select OK to return to the Manage API Access Tokens page, where your new token will appear by name.

For more information, check out Smartsheet's documentation here.

Authentication

Use one of the following authentication methods to connect this integration in Kognitos. Each method has its own configuration requirements.

Connect using token

Authenticate with the provided token.

Label	Description	Type
token	Smartsheet API token used for authentication	sensitive

Actions

The following actions are available in the Smartsheet integration:

1. Add some content to a sheet

Append the contents of a table into an existing sheet.

2. Get some sheet's columns

Get a sheet's columns.

3. Get some sheet's rows

Get a sheet's rows.

4. Get some sheets

Gets all sheets.

5. Get some workspaces

Gets all workspaces.

6. Insert a new column in a sheet

Inserts a column in a sheet.

7. Insert a new row in a sheet

Append a row in a sheet.

8. Write the content in a workspace

Set the contents of a table to a new sheet.

Concepts

Smartsheet sheet

A Sheet in Smartsheet

Field Name	Description	Type
id	The id of the sheet	number
name	The name of the sheet	text

Smartsheet column

A column from a sheet.

Field Name	Description	Type
id	The id of the column	optional[number]
title	The name of the column	text
column_type	The type of the column	enum[abstract_datetime, checkbox, contact_list, date, datetime, multi_contact_list, multi_picklist, picklist, predecessor, text_number]
index	The index of the column	number

Smartsheet row

A row from a sheet.

Field Name	Description	Type
id	The id of the row	optional[number]
row_number	The number of the row	optional[number]
cells	list of the cells from the row	list of smartsheet cell
content	a dictionary of column name to cell value in that column	optional[json]
parent_row_id	the id of the parent row if this row is indented	optional[number]

Smartsheet cell

A cell from a sheet.

Field Name	Description	Type
column_id	The id of the column for the cell	number
column_title	The title of the column for the cell	text
row_id	The id of the row for the cell	optional[number]
value	The value of the cell	any

Smartsheet workspace

A Workspace in Smartsheet

Field Name	Description	Type
id	The id of the workspace	number
name	The name of the workspace	text