Smartsheet integration
What is Smartsheet?
Smartsheet is a cloud-based work management and collaboration platform that enables teams to plan, track, and automate workflows. It combines the flexibility of a spreadsheet with powerful project management tools, making it ideal for businesses looking to streamline operations and improve productivity. Smartsheet is widely used for project tracking, resource management, and workflow automation.
How to use Parabola's Smartsheet integration
Parabola's Smartsheet integration helps businesses automate data workflows and optimize project management.
- Import and update Smartsheet data automatically for real-time tracking
- Transform and structure data for better reporting and decision-making
- Sync Smartsheet with other business tools for enhanced automation and collaboration
Learn more about Parabola’s Smartsheet integration below.
Pull from Smartsheet
The Pull from Smartsheet step enables you to pull in data from Smartsheet (a collaborative spreadsheet tool) used for organizing and working with data. This way, you'll be able to view your data as a table, workflow, or timeline and automate the process of making reports. You may also combine with other data sources.
Connect your Smartsheet account
To authorize your Smartsheet account in this step, select Authorize.
Then, a new webpage tab will open and redirect you to log into your Smartsheet account. Once you login, select Allow to finalize the authorization.
After this, your webpage will return to the tab with your Parabola flow on it and refresh the step automatically.
Custom settings
The step will automatically select and pull in the first Sheet listed in your Smartsheet account's Sheets section. To bring in a different Smartsheet Sheet with the dataset you'd like to work with, select the name of the sheet to pull it in and click on the circular arrow icon next to the step's name Pull from Smartsheet to refresh the display window.
After a dataset from your Smartsheet sheet is pulled in, select the blue "Show Updated Results" button to save these settings in the step.
Helpful tips
- Any changes you make in Smartsheet Sheets will automatically sync with Parabola in your steps that incorporate those datasets.
Send to Smartsheet
The Send to Smartsheet step enables you to automate data entry in Smartsheet, automatically add new data into existing Sheets, send reports to customers and clients, or add new data to existing Sheets.
Connect your Smartsheet account
To authorize your Smartsheet account in this step, select Authorize.
Then, a new webpage tab will open and redirect you to log into your Smartsheet account. Once you login, select Allow to finalize the authorization.
After this, your webpage will return to the tab with your Parabola flow on it and refresh the step automatically.
Custom settings
Select the Sheet you'd like to overwrite and update, or select Create New Sheet to make a new one in Smartsheet.
Select Show Updated Results to save the step settings and update the display window.
Under the Map "column name" to field type: settings section, you may also select one of 11 field types to customize a column's field type in Smartsheet.
Helpful tips
- Any data in your step's result view will be used to overwrite the data in that Smartsheet.