Quantive's Smartsheet integration. Here's how to connect your Smartsheet account to Quantive to use real-time data.

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Smartsheet is a collaboration and work management solution used to assign tasks, track project progress, manage calendars, share documents, automate workflows and rapidly build new solutions.

How to connect

  • In Quantive, navigate to Settings > Data Sources screen

  • Click the Select data source button

  • From the Choose a connector dialog, select the Files tab and then Smartsheet

Click on the connection and then enter a connection name.

When you click Authenticate data source you will be redirected to securely authenticate and allow Quantive to access information in your account. Click on "Allow" to continue.

After authorizing Quantive, you will be redirected back to to choose the entity you wish to sync.

Give your data source a name and then choose its sync schedule.

Now you are ready to write Insights based on the data fetched from Smartsheet. Learn more about how to create Insights here.

Did this answer your question?