Can anybody help with the requirements to get columns synced with docusign?

I have problems getting the fields in my docusign synced with smartsheet. I have named the column the same as in docusign. 53483471-52b9-440d-a4bb-c2a1205b3681

, the field in docusign is filled

The sync column has the same name as the docusign fields

BUT, the data is not coming across.

Any idears? Cheers

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Accepted answers

Lesa Weaver

Hello @Hilbert Kok

We had the same problem on several occasions. After working with support we found out that there are several unsupported Smartsheet features that will stop data from syncing.

Data in the whole sheet will not sync when:

column properties have "Allow multiple values per cell" or "restrict to list values only" selected.
column has a formula in it

We have also had problems with drop down type columns not showing the correct values so we moved the drop downs to the DocuSign template. We even have problems with date type columns when they aren't marked as date type field in Docusign.

There is no documentation on these and there is no error messages or indication of what the problem is. DocuSign support will just tell you that they don't "own" or support the integration so you need to contact Smartsheet support.

Hope this helps.

All comments

Genevieve P.

Hi @Hilbert Kok

Based on the screen captures provided, it looks like you've set up the configuration correctly. Please contact Smartsheet Support through the Support Portal with the same images and a screen recording of the actual behaviour so they can help troubleshoot this with you in a private channel where you can share sensitive information.

Thank you!

Genevieve

Lesa Weaver

Hello @Hilbert Kok

We had the same problem on several occasions. After working with support we found out that there are several unsupported Smartsheet features that will stop data from syncing.

Data in the whole sheet will not sync when:

column properties have "Allow multiple values per cell" or "restrict to list values only" selected.
column has a formula in it

Hope this helps.

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