How to Integrate Smartsheet into Profit.co?

Smartsheet is a cloud-based work management platform that empowers collaboration, drives better decision making, and accelerates innovation.

What can you do with Profit.co – Smartsheet Integration?

By creating a filter you can pull the data from the Smartsheet and have the key result automatically update it.

Step 1:

Navigate to Settings → Integrations → User Level Connector and enable the Smartsheet toggle.

Note: To enable the Smartsheet integration in Profit.co, you must be a Super user.

user_level_connectors
select_smartsheet

Step 2:

Navigate to Preferences → Integrations → Connectors from the left menu and click on the Manage button to set up connection with Smartsheet and sign in to Smartsheet.

integration
smartsheet_manage
sign_in

Step 3:

Enter the connection name and click on the Sign in to SmartSheet button & login using your Smartsheet credentials and grant access to establish the connection.

create_connection
smartsheet_signin

Once the filter is created Copy the Smartsheet URL, and paste it into Profit.co while updating the key result to auto progress.

allow_access

Step 4:

manage_smartsheet

Select and edit the key result for Smartsheet integration, and then select Smartsheet from the auto-update toggle.

choose_connection

Select the Sheet Name, enter the Filter URL, and click Add to update the current value from Smartsheet to the key result and update the key result.

add_connection

Once the key result is updated click on the slider button to pull the data and progress the key result. Click on Update finally.

update_value

The key result progress will be updated as shown below.

okr_list

How to get a Smartsheet filter URL ?

Step 1:

Log in to your Smartsheet account, open the sheet, and create a filter as highlighted below. You can also create a filter based on the status.

filter
new_filter
smartsheet_app

Step 2:

Click on the check-in slider bubble to update the progress once the Smartsheet Integration is complete.

check-in