Configuration

Prerequisites

• ☐ Smartsheet Access Token
• ☐ Sheet ID
• ☐ Sheet admin access
• ☐ Admin access to Field Nation

Step 1: Generate Smartsheet Access Token

Step 2: Get Sheet ID

https://app.smartsheet.com/sheets/{sheet_id}

Step 3: Configure in Field Nation

Access Integration Broker → Select "Smartsheet"

Access Token

Paste access token from Step 1

Authentication:

Bearer {your_access_token}

Sheet ID

Enter Sheet ID from Step 2

Example: 1234567890123456

Step 4: Test Connection

Click "Test Connection"

Success ✅: Token valid, sheet accessible

Failure ❌: Check:

Step 5: Refresh Columns & Map

Click "Refresh Columns" → Smartsheet API queries sheet schema

Inbound Mappings:

Task Name → title
Description → description
Status → status_id (Array Map)
Customer → location.company.name
Due Date → schedule.start (Date Convert)

Column Names: Smartsheet uses column names (e.g., "Task Name", "Status")

Outbound Mappings:

status.name → Status (Array Map)
completion_notes → Notes
completion_date → Completed Date (Date Convert)

Status Mapping:

Smartsheet: Not Started, In Progress, Complete
Field Nation: Draft, Assigned, Work Done, Approved

Field mapping guide →

Step 6: Save Configuration

Review → Save → Copy trigger URL for webhook setup

Troubleshooting