Connect Smartsheet to Rovo
This connector is only supported in Rovo Search. We're actively working on supporting this connector in Rovo Chat and Agents.
Before you begin
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:
Go to admin.atlassian.com. Select your organization if you have more than one.
Select Settings > Rovo.
Under Activated sites, next to the site you want to connect, select More actions () and select Add connector.
Select Smartsheet and press Next.
Next, to configure Smartsheet:
Enter a name for your Smartsheet connection.
Review the disclaimer.
Select Authorize Smartsheet.
A new tab in Smartsheet will open. Step through the authorization flow to allow access. Review and accept the permissions to connect. Select Allow.
Next steps
After you’ve finished connecting Smartsheet:
Sheets will start to show in Search incrementally over the next few hours.
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.
Depending on the number of sheets in Smartsheet, it may take some time for all your sheets to be indexed and appear in Search.
Was this helpful?