Connecting Smartsheet to Elate
To begin, you need to first have your Smartsheet connected to Elate. Please note you will need to follow this step for each sheet you want to connect.
In Elate, click the arrow next to your name at the bottom-left corner of your screen.
Select "Integrations" from the pop-out menu.
Select "Connect" on the Smartsheet Integration listed under your "Available" tab.
Copy the Smartsheet URL for the sheet you want to use and select a date format. Please note that there must be a date column. Once you're done, click Connect.
You will then be prompted to allow access to your sheet. Select the blue Allow button to continue.
Your Smartsheet Integration will now be shown on your Integrations page under the "Connected" tab.
Managing Your Smartsheet Connection
Now that you've connected your Google Sheet, you are able to "Manage" the connection. This involves assigning other Elate members to the Integration, syncing, and uninstalling the connection via the three-dot menu.
Assigning Others to an Integration
To assign another team member to an Integration, go to your "Connected" tab on the Integrations page and select "Manage" on the Integration card.
From there, you'll be prompted to assign Integration access to another teammate. Find your teammate in the drop down and select "Assign to Integration".
Once invited, your teammate will appear in the drop-down.
To revoke Integration access, use the three-dot menu.
Syncing, Reconnecting, and Uninstalling Your Integration
As the Integration Owner, you can use the three-dot menu to Sync, View, or Uninstall your Smartsheet connection.
While Integrations with Elate sync very frequently, there may be times when a manual sync is necessary. Choose sync to trigger this process.
Connecting Smartsheet to an Outcome
Now that you have your plugin set up, navigate to an outcome to connect it to your sheet. Select the 3 dot menu in the top right corner and select Connect.
You will then be prompted to select which plugin you want to connect.
Once you select the plugin, you will be taken to a Configure Outcome page. You are able to change the cadence as well as map what information you want to bring over. Once you're done, hit the blue Save button in the bottom right corner.
The outcome will then be populated with the information from your Smartsheet.
Connecting An Tactic To Smartsheet Data
Great news! Smartsheet can also be used to track the progress of a Tactic. To connect a Tactic to a Google Sheet, go to your Tactic, select the three-dot menu, and select the Google Sheet you'd like to connect.
Next, fill out the information in the modal. "Resource" refers to the actual sheets within your Smartsheet. Fill out your Current and Goal values based on the corresponding columns and rows in your sheet.
Hit Save!
Permissions with Integrations in Elate
In order for your teammates to connect and configure an outcome in Elate using a connected Integration, two things must be true.
They must have permission to edit the Outcome itself.
AND
They must have access to the Integration.
An Elate user has access to edit an Outcome if:
They are an Org Owner or
They are an Outcome Owner or
They are on the team responsible for the outcome.
An Elate user has access an Integration if:
They are assigned access to the Integration by the Integration Owner. See below for more on how to assign teammates to an Integration in Elate.
Commonly Asked Questions
Q: Smartsheet has different views (Grid, Gantt, Card, and Calendar). Can I pull those into Elate?
A: No. Similar to how Excel and Google Sheets work, you can only configure raw data.