How to Create a Scalable SharePoint–Smartsheet Document Integration Workflow?

Emily Miller

Hello! There's a team in my org that uses SharePoint as their document repository, and nearly all of their Smartsheet row attachments are duplicates of files stored in SharePoint. While they can attach SharePoint URLs, it’s manual and not scalable for hundreds of sheets.

They are looking for functionality where:

• Users can browse and attach files directly from a SharePoint library
• Any document uploaded in Smartsheet can automatically be stored in a mapped SharePoint folder
• Smartsheet treats SharePoint as the system of record

Some parameters:

We currently have Data Mesh available to us, but other premium add-ons are not an option. We do have have access to pretty much the whole M365 suite though.

What best practices might people suggest for how to set this team up for success leveraging both SharePoint and Smartsheet?

Thank you in advance!

Naeem Ejaz

Use SharePoint Links Instead of Uploading Files

• Train users to attach SharePoint URLs rather than uploading files.
• Create a helper column in Smartsheet for “Document Link” instead of using the attachment feature.
• Use SharePoint’s “Copy Link” feature for easy sharing.

• Smartsheet cannot automatically push attachments to SharePoint without premium add-ons like Data Shuttle or Control Center.

• Since you have M365, consider:
  • Power Automate Flow:
    • Trigger: When a new attachment is added in Smartsheet (via API).
    • Action: Upload that file to a mapped SharePoint folder.
    • Replace the attachment in Smartsheet with the SharePoint link.
  • This requires Smartsheet API + Power Automate connector (available in M365).