Sync your warehouse data to your Smartsheet sheets
|Type||Description||Supported Sync Modes||API Reference|
|Sheets||Sync data to sheets in Smartsheet||Upsert, Update, Insert||Smartsheet API Reference|
For more information about sync modes, refer to the sync modes docs.
Connect to Smartsheet
Go to the Destinations overview page and click the Add destination button. Select Smartsheet and click Continue. You can then authenticate Hightouch to Smartsheet with either a Smartsheet API key or with OAuth.
Authenticate with API key
To retrieve an API key, go to your Smarsheet dashboard. Select Account > Apps & Integrations in the side nav.
In the Personal Settings form that appears, select API Access. On the API Access tab, you can either generate a new token by clicking Generate new access token or use an existing one.
Enter the access token into API Key field in Hightouch and then click Continue. Enter a descriptive name for your destination, and complete setup.
Authenticate with OAuth
For the Authentication method, select Log in to Smartsheet and log into your Smartsheet account. Once successful, you will be redirected back to Hightouch to enter a descriptive name for your destination and complete setup.
Once you've set up your Smartsheet destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Smartsheet destination you want to sync to.
Hightouch supports inserting, upserting, and updating data as rows into Smartsheet sheets. In Smartsheet, any data that has been recently created or updated may not be immediately searchable. For more information, see the search sheet section.
You can match rows from your model to rows in Smartsheet on any column in your model and any field in Smartsheet. Ensure the data types of the model column and Smartsheet field you select match. Refer to the record matching docs for more information.
In Insert mode, Smartsheet automatically generates an identifier for every new record synced, so there is no need to match an existing record.
You can sync columns from your model to columns within your selected Smartsheet sheet.
The delete behavior you select dictates what to do when a row no longer appears in your model's query results. You have the following options:
|Do nothing||Keep the row in Smartsheet with all its synced fields|
|Clear||Clear all the mapped fields, but keep the row in Smartsheet|
|Delete||Delete the synced record from your Smartsheet sheet|
Tips and troubleshooting
To date, our customers haven't experienced any errors while using this destination. If you run into any issues, please don't hesitate to . We're here to help.
Hightouch provides complete visibility into the API calls made during each of your sync runs. We recommend reading our article on debugging tips and tricks to learn more.
Hightouch can alert you of sync issues via Slack, PagerDuty, SMS, or email. For details, please visit our article on alerting.