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Smartsheet integration

Morten Christoffersen avatar
Written by Morten Christoffersen
Updated over 3 weeks ago

Connect your Smartsheet workspace to Viio to track user activity, monitor license usage, and optimize your collaborative work management platform subscriptions.

Capabilities

Capability

What it means in Viio

✅ Users

We fetch all user profiles from your Smartsheet workspacet.

✅ Usage

Last login activity per user within Smartsheet

Prerequisites

  • You must have admin access to your Smartsheet workspace to authorize the integration

  • Your Smartsheet account must have permission to grant the READ_USERS scope

Setup

  1. Open Viio → Integrations and choose Smartsheet

  2. Click Connect and follow the instructions. You'll be redirected to Smartsheet. Sign in with your admin account.

  3. Grant Viio the permissions to:

    • Read user information from your workspace

  4. After granting access, you'll be returned to Viio.

  5. Click Continue, Add a Name & Save. Viio will retrieve your current Smartsheet data—users and usage information.

  6. Once setup completes, a confirmation message appears. The integration will automatically sync to keep your data up to date.

Troubleshooting & FAQ

Q: Why aren't all my users/licenses showing up? A: Viio shows all active non deleted users from your Smartsheet workspace. Only users with status "ACTIVE" and seat type "MEMBER" are counted as billable. Only billable licenses are displayed.

Q: What user types does Smartsheet have? A: Smartsheet has several seat types: MEMBER, PROVISIONAL_MEMBER, GUEST, and VIEWER. Viio counts MEMBER as license, all other statuses are mapped to roles

Q: What does "last activity" track? A: Last activity shows when a user last logged into Smartsheet. This only appears for users who have logged in at least once.

Q: How are user roles determined? A: User roles in Viio are mapped from Smartsheet's permission flags and seat type:

  • System admins (can manage user accounts and organization)

  • Group admins (can create and edit groups)

  • Viewers

  • Provisional members

  • Guests

Q: I'm getting an authorization error during setup A: Ensure you're signing in as a Smartsheet admin and have the necessary permissions to grant the READ_USERS scope to external applications.

Technical Details

  • The integration uses Smartsheet's OAuth 2.0 for authentication

  • Data is accessed via Smartsheet's REST API endpoints, including:

    • users.list (with pagination, 100 users per page)

  • For more details, see the Smartsheet API Documentation

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