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Smartsheet integration

Morten Christoffersen avatar
Written by Morten Christoffersen
Updated today

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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