Smartsheet Integration

  • Updated

Smartsheet is a (SaaS) offering for collaboration and work management. It allows businesses to scale a project effectively from start to finish. It can also be used for better real-time collaboration, reporting, and work management.

With the Smartsheet integration, you can automatically upload project assets to the DAM after approval via the file's row to help maintain version control and minimize duplicates. This is done via a trigger. The assets are then tagged with relevant metadata. Leveraging content from Bynder allows teams to work effectively, ensuring that shared content is always current. Additionally, managing finalized asset versions uploaded through Smartsheet to Bynder helps ensure that the latest versions of assets live in your DAM. 

Note

This integration works only for business or enterprise Smartsheet accounts. 

How to enable this connector/ integration in your portal?

Contact your Customer Success Manager to learn more about enabling this integration and any associated costs.

Who can set up this integration?

Once enabled, users with the following permission can enable and configure this integration:

How to Set up Smartsheet Integration

  1. Navigate to Settings > Advanced settings > Portal settings.
  2. Click the Premium tab, where you will see Smartsheet.687dda1d-414e-4eff-8c5e-be40062a0841.png
  3. Click Configure.
  4. Enter a Name for this configuration, then click Save.
  5. Select your Bynder authentication method. Add your Bynder credentials (portal domain, Bynder login information).6895d71f-8fad-493f-b696-76ccc4a5cc11.png
  6. Select your Smartsheet Authentication> Add a New Account> Enter API Keys.
  7. Click Next.
  8. Select the Smartsheet Sheet from the dropdown you would like to sync.a1d3fa9b-8dbc-4eb8-84c9-6165b9924f3d.png
  9. (Optional) Set up a notification message in a sheet while row assets are syncing. Select the Smartsheet Column as Notification type from the dropdown options. You can set a column as a notification message when attachment sync is triggered.99c11d27-fa69-4cc8-b4fb-c2118bee4613.png
    • Only text/ numbers are permitted as column types.
  10. Click Next.
  11. Under Trigger Setting, configure the conditions that trigger assets to move from Smartsheet to Bynder. Select a Column from the dropdown. trigger.png
    • Only text/ numbers, dates, checkboxes, and dropdowns are permitted as column types.
  12. Select Next.
  13. Under Metaproperty Mapping, select a smartsheet metadata / Custom value for a Bynder Metaproperty for each row.ab9fc28e-d537-46e9-840f-e75f3876fc4f.png
  14. Click Finish.

How to Use the Integration

After configuration, you can update your Smartsheet row based on the column trigger you set up to start syncing the row's assets into your Bynder DAM. Any time your row changes to the selected column trigger, it will instantly process and validate the row and its assets. If there is a new attachment or a new version, it will begin uploading to your Bynder DAM. If there is a new version, this will also update the metadata mapping you added to the configuration.

Edit the Integration

You can edit the configuration to disable the integration or update your settings and workflows.

  1. Navigate to brand_guidelines_image_settings.png Settings > Advanced settings > Portal settings.

  2. Click Active Integrations in the left sidebar

  3. Click Edit in the connection section you would like to update.

  4. Make your changes, then click Save.

Delete or Disable Integration.

If you want to disable or delete the integration, follow the above steps: click on three_dots.png and disable or delete.

RENAME_DISABLE.png

FAQs

What types of files are supported?

All file types that Bynder supports are supported for this integration.

What happens to the asset if I delete it from my Bynder portal (or vice versa)?

If you delete an asset in Bynder, it will remain in Smartsheet. Visa versa; if you delete an asset in your Smartsheet, it will remain in Bynder.

What happens if you upload a new version in Smartsheet?

If you add a new version in Smartsheet and re-trigger the sync, the new version will be added to Bynder. If you have multiple versions, they will all be added. The version update will also refresh the metaproperty mapping based on your configuration.

What will happen to this integration if I delete the column set up as a trigger in Smartsheet?

Deleting the column set up as a trigger in Smartsheet will prevent the integration from working. To fix this, re-add the trigger in Smartsheet and then edit the integration to reconfigure the trigger.

How long will it take for assets to appear in my Asset bank?

Once the row's column trigger has been updated to the correct value, it will instantly check and validate the asset within it.

How can I re-trigger a row for resynchronization after adding a new asset or asset version if the row is already synced?

To initiate the asset resynchronization process in the row, start by updating the row column trigger where the value does not match the value in the trigger column configuration. Wait a few seconds before updating it to the correct trigger column value you set up in the configuration.

Are assets from URL, Google Drive, OneDrive, Box, Dropbox, Evernote, or Egnyte supported?

No, we only support assets directly uploaded from the Smartsheet row.

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