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Smartsheet Integration Guide
Connect Smartsheet sheets, rows, reports, attachments, and workspaces with enterprise systems through REST APIs, selected webhook callbacks, and Martini workflows.
Smartsheet integration options at a glance
Smartsheet's primary integration surface is its versioned REST API, which supports sheets, rows, columns, cells, reports, workspaces, users, contacts, attachments, and related resources. Smartsheet also provides webhook-style notifications for selected sheet changes, allowing Martini to receive a callback and retrieve authoritative current data through the API. Bulk row operations support scheduled imports and updates within documented limits. API access tokens and OAuth 2.0 provide authentication, subject to Smartsheet resource permissions. Martini can orchestrate these calls, follow pagination, map and transform JSON, route attachments, apply business rules, and expose intermediary APIs for controlled enterprise access.
| Integration point | Supported by Smartsheet? | Common use cases | How Martini supports it |
|---|---|---|---|
| REST APIs | Yes | Smartsheet's versioned REST API supports sheets, rows, columns, cells, reports, workspaces, users, contacts, attachments, discussions, and sharing-related resources. | Martini can consume the REST API from workflows, generate reusable API integration assets from external definitions where applicable, map JSON responses, and expose intermediary APIs. |
| Webhooks / outbound callbacks | Limited | Smartsheet provides webhook-style notifications for selected changes and resources, particularly sheet-related changes. Coverage depends on the configured resource and event set. | Martini can expose a webhook-receiving API or workflow entry point, acknowledge the callback promptly, and retrieve authoritative data through the REST API. |
| Bulk / batch APIs | Limited | Bulk row operations can add, update, or delete multiple rows in supported requests, making them suitable for scheduled synchronization and batch imports. | Martini can batch mapped rows, enforce request-size limits, preserve item-level results, and retry only appropriate failures. |
| File / attachment APIs | Yes | Smartsheet provides attachment operations for supported objects, including listing metadata, retrieving content, uploading supported files, and downloading attachments where permitted. | Martini can route attachment metadata and binary content to repositories or downstream applications, with validation, temporary storage, cleanup, and retry handling. |
| Authentication | Yes | Smartsheet supports bearer API access tokens and OAuth 2.0 delegated access, with permissions constrained by the authenticated user's access to each resource. | Martini can store tokens, OAuth client credentials, refresh tokens, and related values in protected environment configuration and apply them to API requests. |
| Scheduled synchronization | Yes | Scheduled workflows can query sheets, reports, workspaces, or related resources and compare modification metadata when webhook coverage is insufficient. | Martini can trigger recurring workflows, persist checkpoints or identifier mappings, paginate through results, and reconcile missed or repeated changes. |
| Database access | Not confirmed | No direct Smartsheet SQL or database access was confirmed. Reports and sheet data should be accessed through the Smartsheet APIs. | Martini can use databases as an external synchronization state store or target, but should not assume direct database access to Smartsheet. |
How Smartsheet exposes data and business events
Smartsheet REST APIs
The Smartsheet REST API is the primary integration mechanism for sheets, rows, columns, cells, reports, workspaces, users, contacts, attachments, discussions, and related resources. It is suitable for both on-demand API-led integrations and workflow-based synchronization.
Martini implementation pattern
Martini implementation pattern: a workflow authenticates to the Smartsheet API, retrieves or receives input, follows pagination, maps Smartsheet JSON into a canonical model, applies business rules, and writes the result to Smartsheet or another enterprise system. API responses and resource identifiers are retained for observability and safe retries.
Implementation sequence
Smartsheet Webhooks
Smartsheet supports webhook-style notifications for selected changes and resources, particularly changes associated with sheets. Event coverage should be verified for the required resource and event types.
Martini implementation pattern
Martini implementation pattern: expose a controlled API or workflow entry point, validate and acknowledge the callback promptly, then retrieve the latest Smartsheet row or sheet state through the REST API. The callback is treated as a change signal rather than a complete source record, and scheduled reconciliation can cover missed or unsupported events.
Implementation sequence
Smartsheet Bulk Row Operations
Smartsheet provides bulk-style operations for adding, updating, or deleting multiple rows in supported requests. These operations are useful for scheduled publishing and batch synchronization but may return item-level errors.
Martini implementation pattern
Martini implementation pattern: a scheduled or API-triggered workflow reads source data, maps it into Smartsheet row and cell structures, partitions requests within documented limits, and evaluates each response item. Martini can retry transient failures without replaying successful items and can produce a reconciliation summary.
Implementation sequence
Smartsheet Attachments
Smartsheet provides attachment-related API operations for supported objects, including metadata access and permitted upload or download operations. File constraints, permissions, and endpoint behavior require validation for the selected use case.
Martini implementation pattern
Martini implementation pattern: a workflow identifies relevant sheets or rows, retrieves attachment metadata and content where permitted, validates file type and size, and routes the file to a document repository or downstream application. Metadata and binary transfer can be handled as separate steps for better recovery and observability.
Implementation sequence
Common Smartsheet integration patterns
Pattern 1: Sync Smartsheet project updates to an enterprise system
When to use this pattern
Use this pattern when project or delivery teams maintain status in Smartsheet and another system requires timely updates. A webhook can provide the change signal, while the REST API supplies authoritative current row and sheet data.
Integration direction
Example Mapping
| Smartsheet Field | Canonical Field | Target Field |
|---|---|---|
| Sheet ID | sourcePlanId | u_smartsheet_plan_id |
| Row ID | sourceWorkItemId | correlation_id |
| Status cell | workItemStatus | state |
| Due date cell | targetDate | due_date |
Martini implementation pattern
Martini receives a selected Smartsheet webhook callback, retrieves the current row and relevant sheet metadata, maps cell values into the ServiceNow model, validates permitted state transitions, and updates the target. Duplicate callbacks are suppressed using the row ID and change context, while transient failures are retried and authorization or validation failures are routed for review.
Martini capabilities used
- workflows
- API consumption
- webhook receiving
- data mapping
- business rules
- error handling
Pattern 2: Publish approved enterprise data to Smartsheet
When to use this pattern
Use this pattern when an enterprise application is the system of record but teams need a Smartsheet planning view. Scheduled execution supports repeatable publishing, while bulk row operations reduce request volume.
Integration direction
Example Mapping
| Smartsheet Field | Canonical Field | Target Field |
|---|---|---|
| Account ID | customerId | Customer ID column |
| Opportunity name | initiativeName | Initiative column |
| Close date | plannedDate | Target Date column |
| Opportunity stage | lifecycleStatus | Status column |
Martini implementation pattern
A Martini scheduler retrieves approved Salesforce data, normalizes dates and status values, resolves existing Smartsheet row IDs through an external mapping, and submits bounded bulk row updates or inserts. Stable identifiers prevent duplicates, and item-level response errors are recorded so successful rows are not unnecessarily replayed.
Martini capabilities used
- scheduled workflows
- API consumption
- data mapping
- transformations
- bulk orchestration
- retry handling
Pattern 3: Route Smartsheet attachments to a document repository
When to use this pattern
Use this pattern when files attached to Smartsheet sheets or rows must be retained in a governed repository or associated with a downstream case or project record.
Integration direction
Example Mapping
| Smartsheet Field | Canonical Field | Target Field |
|---|---|---|
| Attachment ID | sourceFileId | external_attachment_id |
| Attachment name | fileName | file_name |
| Attachment URL or content | fileContent | document_content |
| Row ID | relatedWorkItemId | related_record |
Martini implementation pattern
Martini identifies changed or newly available attachments, retrieves metadata and content through Smartsheet's attachment APIs, validates size and file type, maps the related row to a target record, and transfers the file. Temporary content is cleaned up, expired or inaccessible downloads are handled explicitly, and transfer retries are bounded.
Martini capabilities used
- workflows
- API consumption
- file handling
- data mapping
- validation
- error handling
Pattern 4: Consolidate multiple Smartsheet workspaces
When to use this pattern
Use this pattern when departments maintain separate sheets or workspaces but the enterprise needs a common reporting feed or controlled API. The workflow normalizes different column layouts and preserves source lineage.
Integration direction
Example Mapping
| Smartsheet Field | Canonical Field | Target Field |
|---|---|---|
| Workspace ID | sourceWorkspaceId | workspace_id |
| Sheet ID | sourceSheetId | sheet_id |
| Column ID | sourceFieldId | field_id |
| Cell value | normalizedValue | value |
Martini implementation pattern
A scheduled Martini workflow enumerates configured workspaces and sheets, retrieves paginated data, maps different column IDs into a canonical schema, validates types, and writes records to PostgreSQL. Checkpoints and source identifiers support incremental processing, while schema drift and inaccessible resources are reported without stopping unrelated sheets.
Martini capabilities used
- scheduled workflows
- API consumption
- pagination
- data mapping
- database integration
- monitoring
Applications commonly integrated with Smartsheet
Smartsheet can participate in enterprise workflows involving customer operations, software delivery, service management, collaboration, workforce planning, finance, and spreadsheet-based planning. Martini can coordinate these flows through Smartsheet's REST API, selected webhook callbacks, scheduled workflows, and controlled API façades.
| Application | Scenario | Direction | Martini Pattern |
|---|---|---|---|
| Salesforce | Synchronize account, opportunity, project, and delivery information between CRM processes and Smartsheet work-management sheets. | Salesforce → Martini → Smartsheet | Use scheduled or API-triggered workflows to retrieve approved Salesforce data, map it to Smartsheet columns and rows, and use stable identifiers for updates. A reverse flow can consume Smartsheet change notifications, retrieve the current row, validate permitted fields, and update Salesforce. |
| Jira | Align software delivery issues, milestones, project plans, and status information between Jira and Smartsheet. | Jira → Martini → Smartsheet | Use REST API workflows to normalize Jira issue fields into Smartsheet row structures and optionally process Smartsheet changes back into governed Jira updates. Apply field-level rules for status, ownership, dates, and duplicate prevention. |
| ServiceNow | Coordinate projects, requests, incidents, or change-related work with Smartsheet planning and execution views. | ServiceNow → Martini → Smartsheet | Expose or consume the relevant ServiceNow API, transform records into Smartsheet rows, and use scheduled reconciliation or selected Smartsheet callbacks for approved reverse updates. Preserve source identifiers and route partial failures for retry. |
| Microsoft Teams | Make Smartsheet project and task information available in collaboration channels and coordinate notifications. | Smartsheet → Martini → Microsoft Teams | Receive selected Smartsheet notifications or run scheduled checks, retrieve current sheet or row details, and publish formatted updates to Microsoft Teams through its available enterprise endpoint. Keep notification delivery separate from source-data synchronization. |
| Slack | Send Smartsheet change notifications, approvals, or project updates to operational channels. | Smartsheet → Martini → Slack | Use a webhook-receiving Martini API or scheduler to identify relevant changes, retrieve authoritative Smartsheet data, apply channel-routing rules, and publish concise Slack messages while preventing duplicate notifications. |
| Workday | Exchange workforce, organizational, or project-planning information where Smartsheet is used for operational coordination. | Workday → Martini → Smartsheet | Schedule extraction from Workday or consume an approved API, map organizational identifiers and planning attributes to Smartsheet columns, validate access-controlled fields, and write rows in batches with reconciliation reporting. |
| NetSuite | Connect operational plans, delivery schedules, or financial planning inputs with ERP information. | NetSuite → Martini → Smartsheet | Retrieve governed NetSuite data, normalize it into Smartsheet row and cell values, and maintain an external-to-Smartsheet row mapping. Reverse updates should be limited to approved fields and validated before being sent to NetSuite. |
| Microsoft Excel | Exchange tabular planning data for teams that use spreadsheets alongside Smartsheet. | Microsoft Excel → Martini → Smartsheet | Use Martini file or API workflows to parse Excel data, validate column mappings, transform values into Smartsheet rows, and optionally export normalized Smartsheet data back to Excel for controlled distribution. |
How to build a Smartsheet integration in Martini
Objective
Configure the Smartsheet API base URL and authentication without embedding secrets in workflow definitions.
Instructions in Martini
- Choose an API access token or OAuth 2.0 flow based on the integration identity model
- Store tokens, client credentials, refresh tokens, and scopes in protected environment configuration
- Confirm that the authenticated user or OAuth grant can access the required sheets, workspaces, reports, and attachments
- Configure external identifiers, resource IDs, and retry settings per environment
Objective
Select an event-driven, scheduled, or API-led entry point that matches the required freshness and webhook coverage.
Instructions in Martini
- Use a Martini API or webhook entry point for selected Smartsheet callbacks
- Use a scheduler when notifications are unavailable or reconciliation is required
- Treat webhook payloads as change signals and not necessarily as complete source records
- Define overlap and duplicate handling for scheduled runs
Objective
Obtain authoritative Smartsheet data while handling pagination, resource permissions, and endpoint limits.
Instructions in Martini
- Call the relevant Smartsheet REST resource
- Retrieve current rows, columns, cells, reports, workspaces, or attachments as required
- Follow pagination fields and persist continuation state for large collections
- Capture resource IDs, response status, and correlation information
Objective
Coordinate API calls, enrichment, branching, and target writes as a maintainable Martini workflow.
Instructions in Martini
- Separate callback acknowledgement from longer-running processing
- Use reusable workflow logic for authentication, pagination, and identifier resolution
- Apply conditional routing for changed, deleted, inaccessible, or unsupported resources
- Keep source retrieval, transformation, target writing, and reconciliation observable
Objective
Convert Smartsheet columns and cell structures into a canonical or target-specific data model.
Instructions in Martini
- Map by stable column IDs where possible rather than display names alone
- Normalize dates, contacts, formulas, numbers, symbols, and status values
- Validate required fields and detect schema drift
- Transform attachment metadata separately from binary content
Objective
Control which changes are permitted and prevent duplicates or synchronization loops.
Instructions in Martini
- Use stable external identifiers and Smartsheet row IDs for upsert decisions
- Define field ownership and conflict rules for bidirectional flows
- Filter rows and changes according to approval or lifecycle status
- Prevent webhook redelivery and scheduled overlap from creating duplicate updates
Common Smartsheet data objects used in integrations
| Object | Typical Use | Common target systems | Martini handling |
|---|---|---|---|
| Sheets | Primary work-management documents containing columns, rows, cells, discussions, and attachments. | Salesforce, ServiceNow, Jira, Microsoft Excel, data stores | Martini retrieves sheet metadata and content through the REST API, maps configured columns, and orchestrates downstream synchronization or consolidation. |
| Rows | Individual work items, project tasks, planning entries, or operational records within a sheet. | Salesforce, ServiceNow, Jira, Workday, NetSuite | Martini uses row IDs and stable external identifiers for upsert logic, transforms row values, and processes bulk row results with partial-failure handling. |
| Columns | Sheet-defined fields with names, IDs, types, and optional system behavior. | Canonical data models, CRM and service-management fields, reporting stores | Martini maps by stable column IDs where possible, validates types, and detects missing, renamed, deleted, or newly added columns. |
| Cells | Values for text, numbers, dates, formulas, contacts, symbols, and other column-specific data. | CRM fields, project systems, spreadsheets, databases | Martini transforms JSON cell structures, validates dates and typed values, and applies business rules before writing to a target or back to Smartsheet. |
| Reports | Configured views that aggregate or filter information from one or more sheets. | Analytics feeds, operational dashboards, Excel, enterprise applications | Martini retrieves report data through the REST API, follows pagination, and normalizes the result for downstream reporting or reconciliation. |
| Attachments | Files or URL-based resources associated with sheets, rows, discussions, or other supported objects. | Document repositories, ServiceNow, storage services, case-management applications | Martini retrieves metadata and permitted content, validates file characteristics, transfers attachments, and records failures separately from JSON synchronization. |
Authentication and security considerations
Authentication and authorization
Smartsheet supports bearer API access tokens and OAuth 2.0 delegated authorization. Access is also constrained by the authenticated user's permissions for each sheet, workspace, report, attachment, or other resource.
- Store API tokens, OAuth client credentials, refresh tokens, scopes, and callback configuration in protected Martini environment settings.
- Use OAuth when the integration must act on behalf of Smartsheet users; use a controlled service identity where appropriate.
- Validate that the authenticated identity can access every required resource rather than assuming successful authentication grants universal access.
- Expose webhook-receiving endpoints through controlled Martini APIs and validate incoming callbacks according to Smartsheet requirements.
Operational considerations for Smartsheet integrations
Reliability and operations
Smartsheet API limits, pagination, permissions, configurable columns, and item-level bulk errors should be treated as first-class integration concerns.
- Use sheet- and row-level operations or bulk requests instead of issuing one request per cell where possible.
- Follow pagination fields and persist checkpoints for large sheets, reports, workspaces, and attachment collections.
- Apply bounded retries for transient failures and throttling, while separating authentication, authorization, validation, not-found, and partial-operation errors.
- Use row IDs and stable external identifiers to make retries safe and prevent duplicate rows after webhook redelivery or overlapping schedules.
- Map by stable column IDs where possible and detect renamed, deleted, newly added, or type-changed columns.
- Test attachment size, file type, permissions, temporary storage, and download behavior separately from JSON synchronization.
Why use Martini instead of scripts or point-to-point integrations?
Maintainable integration delivery
Scripts and point-to-point integrations often combine authentication, pagination, mapping, retries, and business rules in code that is difficult to govern across environments. Martini provides a workflow and API-based structure for coordinating these concerns around Smartsheet.
- Build reusable workflows for REST consumption, webhook handling, pagination, attachment routing, and reconciliation.
- Separate source retrieval, transformation, business rules, and target writes so changes to Smartsheet columns or downstream systems are easier to manage.
- Use environment configuration for credentials, resource IDs, mappings, and operational thresholds.
- Implement explicit handling for rate limits, partial bulk failures, duplicate events, schema changes, and inaccessible resources.
- Expose a controlled API façade when downstream applications should not depend directly on Smartsheet-specific structures.
Frequently asked questions
Smartsheet can be integrated primarily through its versioned REST API for sheets, rows, columns, cells, reports, workspaces, users, contacts, attachments, and related resources. Selected sheet changes can produce webhook-style callbacks, while bulk row operations support batch synchronization. API access tokens and OAuth 2.0 provide authentication, subject to Smartsheet permissions.
Yes. Martini can consume Smartsheet's REST API, receive supported Smartsheet webhook callbacks, orchestrate scheduled or event-driven workflows, map and transform Smartsheet data, process attachments, and write results to Smartsheet or other enterprise systems.
No. A dedicated Smartsheet connector is not required. Martini can integrate using Smartsheet's documented REST APIs, supported webhook callbacks, bearer-token or OAuth authentication, and attachment or bulk operations.
Lonti does not charge an additional per-connector or per-vendor fee to integrate Smartsheet. The integration is subject to the provisioned capacity of the Martini environment. Separate costs may apply from Smartsheet, cloud infrastructure, or other third-party systems depending on subscription, API usage, and deployment model.
The REST API is the primary method for current integrations. Use selected webhooks as change signals when the required event coverage is available, and use scheduled synchronization for reconciliation or unsupported notifications. Bulk row operations are useful for bounded batch imports and updates, while attachment APIs support file routing.
Smartsheet supports webhook-style notifications for selected changes and resources, particularly sheet-related changes. Coverage is not universal, so the required resource and event types should be checked. Martini can receive the callback, acknowledge it promptly, and retrieve the latest state through the REST API.
Martini can map Smartsheet columns and cell structures into a canonical or target model, using stable column IDs where possible. Smartsheet row IDs and external identifiers support upsert logic, duplicate prevention, loop control, and safe reconciliation in both scheduled and webhook-driven flows.
Yes. Martini can expose a controlled REST API that abstracts Smartsheet resources, applies authorization and business rules, normalizes responses, and orchestrates calls to Smartsheet's REST API. This can provide downstream applications with a stable contract without exposing Smartsheet details directly.
Related Martini documentation
APIs
Transformation
Connect Smartsheet to your enterprise systems
Use Martini to build reliable Smartsheet integrations across REST APIs, selected webhook callbacks, scheduled workflows, bulk row operations, attachments, and enterprise applications.