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Onboarding Guide - SmartSheet
Reco Product Management avatar
Written by Reco Product Management
Updated over 2 months ago

Requirements:

You need to have an admin account in order to connect to Smartsheet integration.

Note: The Smartsheet Integration is restricted to users on Business and Enterprise plans
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How to connect?

  1. Go to the integrations screen

  2. Click on add integration button

  3. Search for SmartSheet

  4. Click on add integration button

  5. Click on Connect

  6. In the connection window login if needed and then Allow Access

  7. You are connected!

Note: SmartSheet enterprise plan + Event reporting add-on is required for audit events.

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