Add Ons and Integrations

Archives for September 2019

PayPal integration samples
Hi All, Does anyone knows any place where I could find any samples of how PayPal can be integrated into Smartsheet? TIA
Looking for a labor capacity tracking solution - SS Resource options won't work
Hello, I've seen a few people asking questions that lead me to believe I am not the only person looking for a labor tracking solution NOT at the day level. To use the resource tools in SS we would need people to estimate their workload on a daily basis with start and end dates. We want people estimating hours per week per…
Ultipro to Smartsheet
I'm pretty new to Smartsheet and trying to figure out a new workflow. Currently all new job postings and job applications are captured in Ultipro. There is currently no integration between Ultipro and Smartsheet, what would my options be to move candidate data from Ultipro to Smartsheet so I can start building a candidate…
Automatic Jira to Smartsheet ONLY
I'm trying to setup an automatic, one directional Jira to Smartsheet sync. The options are either bi-directional automatic, or manual one direction. The manual only updates if I click through multiple screens to find the workflow "Run" button. The Automatic scares me because I don't want Jira getting corrupted since lots…
Using appsheet with projects
My company has recently started using Smartsheet. We are a pool renovation company and each job is being set up as a separate project. We've been using appsheet for about 9 months now and want to incorporate our Smartsheet data. We want to have an app where our field workers are able to see each task assigned to them from…
Best way to export a Dashboard?
Print view looks terrible, especially when we have an embedded Calendar view widget it shows up blank. We have widgets: - Report - Shortcut link to sheet - Calendar view We would like to "back up" the dashboard view to PDF or image format and attach it for those that want to view offline (and back up in Dropbox).
Datamesh Contact Lists
Hi, We are trying to use datamash to bring over contacts to the target sheet based on locations in a source sheet which does not seem to be working. We have multiple contacts enabled and this works fine with vlookup, but datamesh returns no results. Any Ideas??
Docusign *Help Needed*
Does anyone have a docusign/smartsheet "how to" instructions? I have tinkered around a bit but am having a hard time recreating a workflow in smartsheet labs. I think the issue is setting up my docusign template. Thanks in advance! Sarah
Viewing Smartsheets from MS Teams
Hi there, I'm having a bit of an issue that when I add Smartsheet as a widgit to Teams to display a sheet the filters I have created for that sheet in SS don't carry over to Teams. Does anyone know why this may be?
ConnectWise Integration
Has any one here done an integration with ConnectWise? We have a small company whose resources all work production support and project tickets. If I had a way to feed tickets from CW in so that I could display all open tasks for one person that would be great. Thanks, Jacque

Trending in Using Smartsheet

Flagging this Month or Last Month
I am trying to create a helper column to flag something as occuring "This Month" or "Last Month" This is the formula I'm using. =IF(Date@row = MONTH(TODAY()), "This Month", "Last Month") It is saying #INVALID OPERATION. Not sure what I have wrong here.
PDF Attachment Downloads
We used to be able to click one time on the PDF symbol to open our documents, but now have to click on the three dots and then get this menu and select open in new tab. The single click still works if we are opening a Word document, just not with PDF. Is there a way to get this function back?
Percentages not displaying correctly in Report Summary
Hi, In this report. I want to total up a number of percentages coming from different sheets. Sometimes the percentages add up as percentages, sometimes they display as an fraction. The source sheets are all from the same template, so should be formatted the same way, though I have noticed that certain files seem to be…

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