Smartsheet

Smartsheet (NYSE: SMAR) is the enterprise platform for dynamic work. By aligning people and technology so organizations can move faster and drive innovation, Smartsheet enables its millions of users to achieve more. Backed by enterprise-grade security, Smartsheet is used by more than 75% of the companies in the Fortune 500 to implement, manage, and automate processes across a broad array of departments and use cases.

Authenticating

Smartsheet uses OAuth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with Smartsheet. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to Smartsheet without getting access to passwords.

Step 1: Initiate a connection to Smartsheet

Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's Smartsheet admin to make a connection to your Smartsheet organization account. When you click on the Connect button, the web browser will navigate to the Smartsheet login page.

Quolum Catalog: Smartsheet AppQuolum Catalog: Smartsheet App

Quolum Catalog: Smartsheet App

Step 2: Log in to Smartsheet

Log in to Smartsheet using your organization's credentials. The exact login mechanism may depend on your Smartsheet plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in, Smartsheet is going to ask you to grant access to Quolum.

Smartsheet AuthenticationSmartsheet Authentication

Smartsheet Authentication

Step 3: Provide consent to Quolum

The next screen after login into Smartsheet is the consent screen. On this screen, Smartsheet confirms whether you authorize Quolum to access your organization's data.

Step 4: Back to Quolum

Once you have granted access to Quolum on Smartsheet's website, Smartsheet is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.

Under the hood

Using the OAuth protocol, Quolum now has delegated access to your Smartsheet Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.

Important Information if Smartsheet Connection to Quolum fails:

Initially the admin account of SmartSheet will fail to connect with Quolum if there are no users added by the admin account. To solve this, add one or more users from the admin account using the following steps:

  • Go to User Management in Smartsheet by logging in via the admin account.
  • Add one or more users by clicking on the “Add User” button.