Overview
What is Smartsheet: Smartsheet is an enterprise work management platform with a spreadsheet-style interface for tracking projects, tasks, and portfolios. Teams use it to manage timelines, assign work, run approval workflows, and report on status across departments.
How to integrate Smartsheet with Datagrid
This integration connects Smartsheet sheet data to Datagrid agents, then returns processed results to the rows your project teams already use. The setup covers connection steps, access configuration, and sync scope.
Connect the workspace
The Smartsheet integration gives Datagrid agents access to sheet and cell data within your Smartsheet workspace. Once connected, agents can read project information, transform it alongside other data sources, and write results back into Smartsheet.
Log into your Datagrid workspace.
Go to Settings > Integrations > Add New.
Select Smartsheet from the integration list.
Authenticate with your Smartsheet account credentials.
Grant the requested permissions for Datagrid read and write access.
Select the sheets or workspaces you want agents to access.
Confirm the connection. Setup takes less than one minute.
Authenticate access
The integration uses OAuth 2.0 to authenticate with Smartsheet. You authorize Datagrid through your Smartsheet account, and Datagrid handles token management and refresh cycles automatically. No manual API key configuration is required.
For teams building custom workflows, Smartsheet also accepts Personal Access Tokens passed via the Authorization header. OAuth scopes like READ_SHEETS and WRITE_SHEETS control what data agents can access. Scopes do not override sharing permissions, so the authenticating account must hold at least Editor-level access on target sheets.
If your team is building a custom request outside the Datagrid integration, the request header format looks like this:
Authorization: Bearer
Configure data sync details
The current integration scope is narrow and explicit. Datagrid currently works with Sheets and Cells, and write operations occur through row updates to cell values in Smartsheet.
Synced objects: Sheets, Cells
Sync direction: Bidirectional (read and write)
File imports: CSV, XLS
Plan requirement: Smartsheet Business, Enterprise, or Advanced Work Management
The current integration page documents Sheets and Cells as available objects. It also describes continuous ingestion, data transformation, blending Smartsheet data with other sources, and export of transformed data for use with other programs. The broader Smartsheet API exposes additional object types such as rows, columns, reports, dashboards, and workspaces. With the connection in place, Datagrid agents can read project data, execute cross-system workflows, and write the resulting updates back into Smartsheet.
Why use Smartsheet with Datagrid
Project teams already track deadlines, task ownership, and status in Smartsheet. Datagrid turns that system of record into an execution layer where agents monitor changes, classify work, and push updates back into the sheets your operators already run.
Automated task classification: Datagrid agents read new rows in Smartsheet trackers and classify issues by severity, category, or priority, then write results back to designated columns.
Cross-system data blending: Pull Smartsheet project data into Datagrid alongside information from other business systems. Agents cross-reference and validate data across systems without manual exports.
Version history analysis: Agents can use Smartsheet version history to compare revisions and flag deviations from project baselines.
Bidirectional row updates: Datagrid agents read from and write to Smartsheet data. When an agent detects an issue in another system, it updates the corresponding Smartsheet row and cell values directly.
Autonomous project monitoring: Agents watch for overdue milestones, red-status flags, or missing data in Smartsheet sheets. They generate alerts and route them to a messaging channel or email without manual dashboard checks.
Document-to-row extraction: Agents process attached PDFs, specs, or contracts and write extracted data into structured Smartsheet columns. This converts unstructured project files into actionable row-level records.
What you can build with Smartsheet Datagrid integration
Smartsheet works well when project teams need structured tracking, but the real payoff comes when Datagrid agents execute the work between updates. The following examples show how teams can connect sheet data to broader operational workflows:
AI-powered bug and issue triage: When a team member adds a new row to a Smartsheet bug tracker, a Datagrid agent reads the description, classifies the issue by severity and category, writes the classification back into the row, and posts an alert if the severity is critical.
Construction schedule sync with an external system: Datagrid agents connect schedule baselines with Smartsheet task rows used by field teams.
Automated project status reporting: A Datagrid agent can summarize Smartsheet project data on a daily schedule, identify projects flagged as at-risk or overdue, summarize status across active programs, and post the summary to a team workspace.
Source-to-project handoff automation: When a record changes in a source system, a Datagrid agent creates a new project row in Smartsheet with the client name, scope details, and milestone dates pulled from the source record.
Resources and documentation
Smartsheet API introduction for API basics, plan requirements, and getting started guidance
Smartsheet OpenAPI reference for the full interactive API spec covering sheets, rows, columns, cells, and all available endpoints
Smartsheet OAuth 2.0 guide for scope definitions, app registration, and token management
Smartsheet authentication guide for Personal Access Token setup and Bearer header configuration
Smartsheet webhooks guide for real-time event notifications and callback configuration
Smartsheet API changelog for breaking changes, pagination migration deadlines, and deprecation notices
Smartsheet workflow patterns for use case examples and agent workflow patterns
Frequently asked questions
Which Smartsheet plans work with the Datagrid integration?
API access requires a Smartsheet Business, Enterprise, or Advanced Work Management plan. The Pro plan does not include API access, so teams on that tier cannot connect to Datagrid.
What data objects can Datagrid sync from Smartsheet?
The Datagrid integration currently syncs Sheets and Cells. Smartsheet cell updates are applied through row update operations in the API. The Smartsheet API exposes additional object types including rows, columns, reports, dashboards, workspaces, attachments, and comments. If you need endpoints beyond sheets and cells, the Datagrid integration page notes that additional endpoints may be made available.
Can Datagrid agents write data back to Smartsheet?
Yes. The integration operates bidirectionally. Agents can read sheet data for analysis and write processed results, classifications, or status updates back through row updates to Smartsheet cell values. The authenticating account must hold at least Editor-level sharing permissions on target sheets, as OAuth scopes do not override sharing restrictions.
Will API writes from Datagrid overwrite formulas in Smartsheet cells?
Yes. Writing a value to a formula cell via the API replaces the formula with a static value. No warning or error is returned. Direct agents to write only to non-formula columns to avoid unintended data loss. This behavior is documented in the Smartsheet OpenAPI reference and discussed in the Smartsheet developer community.
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