QuotaPath's integration with Smartsheet allows you to easily import data from a Smartsheet sheet to use in QuotaPath to calculate commissions or inform payouts eligibility. In this article, we'll cover the requirements to set up this integration and provide step-by-step instructions.

Before connecting Smartsheet to your QuotaPath workspace, you'll need to obtain the below information.

Once you have the above information, you're ready to connect Smartsheet to your QuotaPath workspace!

QuotaPath supports the ability to import any sheet from your Smartsheet account. Currently, only a single sheet can be integrated per QuotaPath workspace. The sheet will appear as an object for you to import into your QuotaPath workspace in this step.

To connect Smartsheet to your QuotaPath workspace, click Settings in the main app navigation, and then Integrations. Find the Smartsheet integration card and click ‘Connect’.

Upon clicking 'Connect', you'll be automatically redirected to Smartsheet where you'll need to login and authenticate to your Smartsheet account. After logging in, you'll need to grant QuotaPath access to your Smartsheet account:

After logging in, you'll be automatically redirected back to QuotaPath.

Upon returning to QuotaPath, enter the sheet ID into the integration source form for the sheet that you'd like to import:

At the top of the following screen, use the dropdown selector to set the sync frequency. In addition to these scheduled syncs, you'll always have the option to click 'Sync Now' on the Smartsheet integration card on the 'Integrations' page to trigger a manual sync.

Next, select the objects, or the name of the Smartsheet sheet, that you'd like to import into your QuotaPath workspace.

When complete, click ‘Sync now’ to begin importing data into your QuotaPath workspace. This could take a few minutes so feel free to close the modal and navigate back to Home to complete any outstanding onboarding tasks. We will send you an email once your integration is ready to use.

Once your integration is setup, you can start syncing your plan to your integration data. Visit this article for more detailed instructions!