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 authorising Quantive, you will be redirected back to quantive.com to define who will have permissions to administrate the connection:
Next choose the entity you wish to sync.
Give your data source a name and then choose its sync schedule.
Finally define permissions who will be able to see and use the information in this entity to create insights and automate KRs and KPIs:
Now you are ready to write Insights based on the data fetched from Smartsheet. Learn more about how to create Insights here.