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Add Ons and Integrations

Ask questions about Control Center, Dynamic View, DataMesh, Pivot App, Calendar App, or WorkApps. Discuss connecting Smartsheet to your other systems with integrations such as Bridge, Data Shuttle, the Jira connector, and the Salesforce connector.

Forms Add-ons
Is anyone using an add-on to create forms. I need to have a form that will pull data from a sheet into the form before it is submitted.
Archive rows on Target sheet if they are not on Source Sheet - using Data Uploader
Hi, I'm looking for a way to have rows archive on my target sheet if there is no match on the source sheet. I know there's an option to have those rows deleted, but I don't want to do that. I would want to have them move to another sheet so that I still have record of them. Any ideas?
Summarizing qualitative data across multiple sheets
I am trying to summarize engagement types by state across multiple project sheets. What is the best way to do this?
Accessing form fields in form submission URL
Is it possible to access form field values to pass them as a query string in the form submission URL Example below;
Expandable CRM
Has anyone integrated Expandable CRM with Smartsheet? Any lessons learned?
Document Control Using Smartsheets (Construction Industry)
Hi Team, I work in the construction industry and as part my day to day, I received architectural plans daily. Is there a way to set up a Smartsheet as a Document Control "Centre"? Like virtual filing cabinet. For example, a receive one drawing titled "BR2ADA100001[D]", next week I might get an update of that drawing…
Goldmine CRM integration
Has anyone integrated Smartsheet with Goldmine CRM? Any lessons learned?
Aptean Made2Manage ERP
Has anyone integrated Smartsheet to Aptean Made2Manage ERP? Any lessons learned?
Will the Data Uploader also upload attachments
Hi, My company is looking at getting the Data Uploader. As well as the data in the excel file, we'd like to have images and other attachments such as a PDF file, get uploaded, preferably into the attachments section. Is there a way of doing this? My thought was that if you had an image in a cell in Excel, it may upload…
Dynamic View "Current User" displaying incorrectly
Hey all Hoping someone in the community may be able to help me as I have not heard back yet from Smartsheet support. I have a Dynamic View that has until now worked as expected. There is a Contact Column in the source sheet that autopopulates a contact based on a Location field on a form: However, I have a user that when…

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Data Shuttle when they are more than one line for the Unique ID
I have a source file with a mess of data. I pretty much have it cleaned up so that for each of my phase dates I have a raw data file that I can export and attach into my clean sheet. The problem is that once it hits the first row with the matching opportunity ID# (unique field) it stops matching. I need it to go to the…
Data bridge - creating multiple, nested rows from form submission
I am watching back the ENGAGE '24 "Discover advanced automations using Bridge by Smartsheet" presentation, done by Josh Jones and Chad Eiring. I'm trying to recreate the solution shown in the later half of the presentation that takes a form entry, gets row, and splits it out into multiple rows/tasks nested under the…
Data Shuttle not updating with all data
I have created a Data Shuttle upload, with no filters, to replace rows on my Smartsheet destination sheet. I discovered that all rows were not being added to the destination sheet. Debugging narrowed the problem down to the contents of one column. In Smartsheet, the column is formatted as Text/Number. In Excel for testing,…

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