Smartsheet Integration
Smartsheet
This guide will take you through how to connect your customer data living in Smartsheet↗ with CustomerOS. CustomerOS will sync all of the selected data using a Smartsheet API key, which we will run through generating and providing to CustomerOS in this guide.
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To create an API key in Smartsheet, you’ll need Smartsheet admin privileges and the appropriate Smartsheet subscription package.
Guide to linking your Smartsheet account
- As a Smartsheet Admin log into your account to generate a Smartsheet API key. You can do this by following Smartsheet’s guide↗ to create an API key.
- You then need to select which speadsheet you want to sync data from, and get the ID of the spreadsheet. you can do this by following Smartsheet’s guide↗ to get the spreadsheet ID (found under
File > Properties
in the spreadsheet you want to sync data from). Note: Currently you can only sync data from one spreadsheet at a time, if you want to sync more than one let us know! - Log into you CustomerOS account↗, click on the
Settings
button and paste your Smartsheet API key into theSmartsheet API key
field. Press save.
- Once configured, CustomerOS can also continuously sync your data from Smartsheet to CustomerOS, from 1 to 24 hours from Smartsheet into CustomerOS to make sure you always are up to date.
What happens to this data?
- CustomerOS collects your Smartsheet data and stores this within your customer graph for easy manipulation into useful aggregations and views
- This data includes contacts, interactions, companies, deals and more!
- Once stored in CustomerOS, this data is linked to all other customer data from other systems and inputs
- This allows you to see the full picture about your customer without having to load data from one place to another!