Setting up Smartsheet as a Source
Connecting Smartsheet as a Source makes your sheets, workspaces, and project data searchable and accessible through Guru. Your team can use AI-powered Answers to find information from Smartsheet without switching between applications.
Access RequiredGuru 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
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Smartsheet from the list of integrations.
- Authenticate using your Smartsheet account credentials.
- Follow the prompts to sign in to your Smartsheet account.
- Add a display name for the Source (optional) and click Connect Source.
- Assign which Guru Groups should have access to this content..
What gets synced from Smartsheet
| Sheets | Workspaces | Cell Data | Metadata |
|---|---|---|---|
| Sheet titles and content | Workspace organization | Row and column data | Sheet properties |
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.
Updated 7 days ago
