Unanet

W Straubhaar

Does anyone have any experience with connecting between Smartsheet and Unanet?

Bassam Khalil

Hi @W Straubhaar,

Here are some methods to achieve this:

1. Use Third-Party Integration Platforms

Platforms like Zapier, Integromat (now Make), or Workato can help bridge the gap between Smartsheet and Unanet. These platforms offer a way to automate workflows and exchange data between the two systems without needing to write custom code. Here's how you could set it up on a platform like Zapier:

• Create an Account: Sign up or log in to a third-party integration platform that supports both Smartsheet and Unanet.
• Create a Zap (Workflow) or Scenario: Start by creating a new workflow. Select Smartsheet as the trigger app (the app that starts the workflow) and Unanet as the action app (the app where the workflow results in an action).
• Configure the Trigger: Choose the specific event in Smartsheet that will trigger the workflow, such as a new row being added or updated.
• Configure the Action: Decide what action you want to take place in Unanet when the trigger event occurs in Smartsheet. This might involve creating or updating records, entries, or any other supported actions in Unanet.
• Map Fields: You'll need to map data fields from Smartsheet to corresponding fields in Unanet to ensure the correct data is transferred and actions are performed accurately.
• Test and Activate: Test the workflow to make sure it works as expected. Once confirmed, activate it.

2. Custom Integration Using APIs

If your integration needs are complex or you require more control over the data flow between Smartsheet and Unanet, developing a custom integration using the APIs of both platforms might be the way to go. This approach requires programming knowledge and involves:

• API Access: Ensure you have API access to both Smartsheet and Unanet, along with necessary permissions.
• Identify Integration Points: Determine what data needs to be shared between Smartsheet and Unanet and how frequently.
• Develop the Integration: Write custom scripts or applications that use the Smartsheet API and Unanet API to transfer data between the two systems. This might involve programming in a language like Python, JavaScript, or another suitable language.
• Security and Compliance: Make sure your integration complies with all relevant data protection regulations and that data is securely handled.

3. Consulting with Vendors or IT Professionals

If you're not comfortable setting up the integration yourself or if your requirements are particularly complex, consider consulting with IT professionals or services that specialize in cloud integrations. They can offer bespoke solutions tailored to your specific needs.

Remember, regardless of the method you choose, it's important to clearly define your integration goals, understand the capabilities and limitations of both Smartsheet and Unanet, and plan for ongoing maintenance and updates to the integration.

W Straubhaar

Bassam, terrific insight. Thank you for sharing an informed response so quickly. I am grateful for your wisdom. We'll investigate further as outlined.

Bassam Khalil

Hi @W Straubhaar,

Here are some methods to achieve this:

1. Use Third-Party Integration Platforms

Platforms like Zapier, Integromat (now Make), or Workato can help bridge the gap between Smartsheet and Unanet. These platforms offer a way to automate workflows and exchange data between the two systems without needing to write custom code. Here's how you could set it up on a platform like Zapier:

• Create an Account: Sign up or log in to a third-party integration platform that supports both Smartsheet and Unanet.
• Create a Zap (Workflow) or Scenario: Start by creating a new workflow. Select Smartsheet as the trigger app (the app that starts the workflow) and Unanet as the action app (the app where the workflow results in an action).
• Configure the Trigger: Choose the specific event in Smartsheet that will trigger the workflow, such as a new row being added or updated.
• Configure the Action: Decide what action you want to take place in Unanet when the trigger event occurs in Smartsheet. This might involve creating or updating records, entries, or any other supported actions in Unanet.
• Map Fields: You'll need to map data fields from Smartsheet to corresponding fields in Unanet to ensure the correct data is transferred and actions are performed accurately.
• Test and Activate: Test the workflow to make sure it works as expected. Once confirmed, activate it.

2. Custom Integration Using APIs

If your integration needs are complex or you require more control over the data flow between Smartsheet and Unanet, developing a custom integration using the APIs of both platforms might be the way to go. This approach requires programming knowledge and involves:

• API Access: Ensure you have API access to both Smartsheet and Unanet, along with necessary permissions.
• Identify Integration Points: Determine what data needs to be shared between Smartsheet and Unanet and how frequently.
• Develop the Integration: Write custom scripts or applications that use the Smartsheet API and Unanet API to transfer data between the two systems. This might involve programming in a language like Python, JavaScript, or another suitable language.
• Security and Compliance: Make sure your integration complies with all relevant data protection regulations and that data is securely handled.

3. Consulting with Vendors or IT Professionals

If you're not comfortable setting up the integration yourself or if your requirements are particularly complex, consider consulting with IT professionals or services that specialize in cloud integrations. They can offer bespoke solutions tailored to your specific needs.

Remember, regardless of the method you choose, it's important to clearly define your integration goals, understand the capabilities and limitations of both Smartsheet and Unanet, and plan for ongoing maintenance and updates to the integration.

W Straubhaar

Bassam, terrific insight. Thank you for sharing an informed response so quickly. I am grateful for your wisdom. We'll investigate further as outlined.