Issues & support
Set up Smartsheet
Connect Smartsheet to make your sheets searchable — each sheet becomes a concept with its columns and types, each row a record named by its primary column, and every discussion becomes a dated note. Read-only.
Before you start
- The credential is a personal access token, from Smartsheet → Account → Personal Settings → API Access → Generate new access token — copy it immediately, it is shown once.
- The token reads as its owner: it sees exactly the sheets that user can open (owned and shared alike), and it never writes back to Smartsheet.
- Documents → Smartsheet, paste the token.
- Optionally list sheet names or ids under "Only these sheets" — blank syncs every sheet the token can open.
- Choose access groups, Test, then Sync.
What comes in
- Each sheet becomes a concept: its columns, their types and sample values.
- Each row becomes a record named by the sheet's primary column, carrying every other column's value.
- Sheet-level and row-level discussions, comments included, become dated notes tied to the sheet, and to the row where one exists.
| Only these sheets | Optional sheet names or ids, one per line. Blank syncs every sheet the token can open. |
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Access
Each sheet's own sharing list carries onto everything it holds — its columns, its rows and its discussions — workspace shares and groups included, re-checked on every sync. Publishing a sheet to the whole organisation is read the same way. An administrator can also turn this off and use one fixed list of access groups for every sheet, from the source's Permissions tab. A sheet whose sharing can't be read keeps the source's access groups. Access stays allow-only either way.
Sheets are capped at 300 and rows at 5,000 per sheet; a row only re-reads when its own modified stamp moves, so a big sheet syncs cheaply once it's in. A rename never re-keys a sheet — its id, not its name, tracks it.
Last updated 20 Sep 2026