Setting up Smartsheet as a Source

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Smartsheet Access: The authenticating user must have access to the Smartsheet workspace and specific Sheets or Workspaces they want to sync.

Setting up Smartsheet as a Source

1. In Guru, go to Manage.
2. Select Sources, then click Add Source.
3. Choose Smartsheet from the list of integrations.
4. Authenticate using your Smartsheet account credentials.
5. Follow the prompts to sign in to your Smartsheet account.
6. Add a display name for the Source (optional) and click Connect Source.
7. Assign which Guru Groups should have access to this content..

What gets synced from Smartsheet

Permissions

• When you connect Smartsheet as a source in Guru, you'll permission that content in Guru. Learn more here.
• If someone is not provided with access in Guru to this source, they will not see Smartsheet results in searches or when chatting with Guru.