Connect Smartsheet to Rovo

はじめる前に

• All Smartsheet’s paid plans (Pro, or above) are supported by Rovo.

• Only sheets are available to Rovo.

• Make sure you connect Rovo to a Smartsheet account with the broadest level of access, because teammates can only access a subset of sheets available to the connecting account.

• Rovo will always respect permissions. Users will only ever see sheets that they already have access to.

Connecting to Smartsheet

To get to the setup screen for Smartsheet:

1. admin.atlassian.com に移動します。複数の組織がある場合は、対象の組織を選択します。

2. [設定] > [Rovo] を選択します。

3. [有効化するサイト] で、接続するサイトの横にある [その他のアクション] () を選択し、[コネクタを追加] を選択します。

4. Select Smartsheet and press Next.

Next, to configure Smartsheet:

1. Enter a name for your Smartsheet connection.

2. 免責事項を確認します。

3. Select Authorize Smartsheet.

4. A new tab in Smartsheet will open. Step through the authorization flow to allow access. Review and accept the permissions to connect. Select Allow.

次のステップ

After you’ve finished connecting Smartsheet:

1. シートは、数時間かけて徐々に検索に表示されるようになります。

2. Your team members will see Smartsheet show up as a filter option in Search. If they haven’t connected to Smartsheet from their Atlassian account, they may be asked to connect before they can see results. This is required so Rovo can make sure your teammates only see files that they already have access to.

3. Depending on the number of sheets in Smartsheet, it may take some time for all your sheets to be indexed and appear in Search.