Smartsheet Connector

Overview

The Smartsheet connector enables seamless integration between Smartsheet and Field Nation:

• Row-based dispatch: Create work orders from Smartsheet rows
• REST API integration: Modern JSON API with access tokens
• Webhook triggers: Real-time notifications via Smartsheet webhooks
• Bidirectional sync: Status and completion data flow both directions
• Column mapping: Map any Smartsheet column to Field Nation fields

At a Glance

How It Works

Common Use Cases

Task-Based Dispatch

Sheet: Field Service Tasks
Trigger: Status = "Ready for Field"
  → Work order created

Project Tracking

Sheet: Project Milestones
Trigger: New row with Type = "On-Site"
  → Field technician dispatched

Status Synchronization

FN Work Order = "Completed"
  → Smartsheet Row Status = "Complete"
  → Completion date updated

Features

Field Mapping Capabilities

• All Column Types: Text, date, dropdown, contact, checkbox, symbols
• Multi-select dropdowns: Handle comma-separated values
• Attachments: Optional file sync
• Hierarchical rows: Parent/child relationships
• Formulas: Access calculated column values (read-only)

Supported Operations

Prerequisites

Smartsheet Requirements

Authentication

Smartsheet uses Access Token (Bearer token):

Authorization: Bearer {access_token}

Generate Token:

1. Smartsheet → Account → Apps & Integrations
2. API Access → Generate new access token
3. Copy immediately (shown once)

Best Practices

• ✅ Use dedicated integration user
• ✅ Test in copy of production sheet first
• ✅ Use dropdown columns for status (easier mapping)
• ✅ Add "Synced to FN" checkbox column
• ✅ Monitor API usage limits

Limitations

• API rate limit: 300 requests/minute
• Webhooks fire on any change (may need filtering)
• Formula columns are read-only
• Limited to single sheet per connector instance