Discover the power of automated tabular text manipulation to improve data accuracy, and boost your productivity. Eliminate the hassle of manual extraction, and make your data analysis smoother and more efficient.

Experience the convenience of automated files conversions, files merging, data extractions and manipulations, while ensuring accurate data migration and format preservations, reducing errors and improving data integrity.

Simplify your data management processes and unlock new levels of efficiency.

Text-Based Tabular Data Manipulations

Smartsheet is a **cloud-based spreadsheet program** that enables users to efficiently manage and organize data in a tabular format, including spreadsheets and CSVs. Its features include task assignment, project tracking, document sharing, and other work management tools, **all accessible through a user-friendly interface.**

  

To utilize Smartsheet's automation capabilities, the first step is to **establish a secure connection to your Smartsheet instance** by following the step-by-step instructions available on the .

  

The  **supports event-based automation through polling**. For more information on supported events, refer to the .

  

By using the established connection,  users can access and utilize  to build custom automations. These activities allow for the creation, reading, updating, and deletion of Smartsheet objects within UiPath Studio.

  

The UiPath connector is compatible with the Smartsheet REST API v2. Refer to the Smartsheet REST API v2 documentation available on the .

Smartsheet is a web-based spreadsheet program.

Take your work management to the next level with Smartsheet, a dynamic cloud-based spreadsheet program designed for effective organization and collaboration. Seamlessly organize tasks, track project progress, and customize layouts with powerful features.

Extend your capabilities with the UiPath Smartsheet connector. This integration elevates efficiency by enabling effortless data synchronization, task automation, and real-time collaboration. Supercharge your workflow, streamline processes, and achieve maximum productivity.

Explore the full potential of Smartsheet with ease. Maximize efficiency as you effortlessly organize tasks, and harness powerful features, including customizable layouts and real-time collaboration.

Smartsheet Integrations & Connector

Product Manager

Now UiPath Robots can use Smartsheet, allowing you to create, update, and send envelopes, manage documents and recipients, and call over 180 distinct operations in Smartsheet’s API giving you broad integration capabilities.

  

This **UiPath Official** package includes the following activities:

  

· Smartsheet Scope (provides authentication for all Smartsheet activities)

· Invoke Method (allows you to call any Smartsheet API method)

· Import Sheet (from CSV/XSLX)

· Search

· Share Object

· Attachments: Attach File or Url, List, Get, and Delete

· Comments: Add, Get, Delete

· Folders: Create, Copy, Delete, Get and List

· Reports: Get and List

· Rows: Add, Delete, Get, List, Copy, Move, Update, and Add Discussion to a Row

· Sheets: Create, Create from Template, Copy, Get, Download, List, and Update a Sheet

  

Full documentation is available at  http://docs.uipath.com/activities/docs/smartsheet-about.

Simplify automating processes that use Smartsheet by replacing UI operations with background API calls.

Now UiPath Robots can use Smartsheet, allowing you to create, update, and send envelopes, manage documents and recipients, and call over 180 distinct operations in Smartsheet’s API giving you broad integration capabilities.

  

This **UiPath Official** package includes the following activities:

  

· Smartsheet Scope (provides authentication for all Smartsheet activities)

· Invoke Method (allows you to call any Smartsheet API method)

· Import Sheet (from CSV/XSLX)

· Search

· Share Object

· Attachments: Attach File or Url, List, Get, and Delete

· Comments: Add, Get, Delete

· Folders: Create, Copy, Delete, Get and List

· Reports: Get and List

· Rows: Add, Delete, Get, List, Copy, Move, Update, and Add Discussion to a Row

· Sheets: Create, Create from Template, Copy, Get, Download, List, and Update a Sheet

  

Full documentation is available at http://docs.uipath.com/activities/docs/smartsheet-about.

Introduction to Smartsheet's Cloud-Based Work Execution Platform
----------------------------------------------------------------

Smartsheet offers a cloud-based work execution platform designed to empower teams in planning, capturing, managing, automating, and reporting on work at a large scale. The platform offers a range of services, including streamlined facilities management, customer experience management, budget and planning management, and related solutions.

Automation Capabilities with UiPath Smartsheet Activities
---------------------------------------------------------

The UiPath Smartsheet Activities facilitate the automation of interactions within the Smartsheet application. Through the [Smartsheet API](https://smartsheet-platform.github.io/api-docs/), this activities package equips UiPath robots with the capability to execute functions and actions seamlessly across the entire Smartsheet platform.

  

Before the scope activity can be used to establish a connection, you must complete the steps outlined in the [Setup](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-setup) guide. After you complete the **Setup** steps, you can begin building your automation projects.

Key Activities in the UiPath Smartsheet Package
-----------------------------------------------

The Smartsheet Activities package includes the following activities:

*   [Smartsheet Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-scope) - Establishes an authenticated connection between UiPath and your Smartsheet resources.
*   [Invoke Smartsheet Operation](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-invoke-smartsheet-operation) - Allows you to specify any public [Smartsheet](https://smartsheet-platform.github.io/api-docs/) API operation and its relevant properties.
*   [Search Activity](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-search) - Allows you to search for items anywhere in Smartsheet or your personal workspace.
*   [Send via Email](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-send-via-email) - Allows you to send a sheet, rows, or report via email natively from within Smartsheet.
*   [Share Object](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-share-object) - Allows you to share a sheet with other Smartsheet users or groups.

### **Attachments**

*   [Attach File](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-attach-file) - Attaches a file to a row, comment, or sheet via local folder.
*   [Attach URL](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-attach-url) - Attaches a file to a row, comment, or sheet via URLs.
*   [Delete Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-delete-attachment) - Deletes an attachment.
*   [Get Attachment](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-get-attachment) - Retrieves an attachment and optionally downloads it to a folder of your choosing.
*   [List Attachments](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-attachments) - Allows you to retrieve a list of all the attachments for a sheet, row, or discussion.

### **Comments**

*   [Add Comment](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-add-comment) - Allows you to add a comment a discussion.
*   [Delete Comment](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-delete-comment) - Deletes a specific comment.
*   [Get Comment](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-get-comment) - Allows you retrieve a comment and to download it to a folder you choose.

### **Rows**

*   [Add Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-add-rows) - Adds rows to a sheet.
*   [Copy Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-copy-rows) - Copies rows from the sheet specified in the URL to (the bottom of) another sheet.
*   [Delete Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-delete-rows) - Deletes one or more rows.
*   [Get Row](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-get-row) - Retrieves a specific row and returns it as a Row object.
*   [List Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-rows) - Retrieves one or more rows from a sheet and returns it as a Row array.
*   [Move Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-move-rows) - Moves rows from the sheet specified in the URL to (the bottom of) another sheet.
*   [Update Rows](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-update-rows) - Inserts one or more rows into the sheet.
*   [List Discussions](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-discussions) - Gets a list of discussions from a sheet or a row.

### **Sheets**

*   [Copy Sheet](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-copy-sheet) - Copies an existing sheet to a new location.
*   [Create Sheet](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-create-sheet) - Creates a new sheet in a specified location.
*   [Create Sheet From Template](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-create-sheet-from-template) - Creates a new sheet from a template you specify.
*   [Download Sheet](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-download-sheet) - Downloads a sheet you specify to a local folder.
*   [Get Sheet](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-get-sheet) - Retrieves a specific sheet and allows you to set various options on which data is retrieved.
*   [List Sheets](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-sheets) - Retrieves a set of sheets based on filters you set.
*   [Update Sheet](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-update-sheet) - Updates an existing sheet based on criteria you specify.
*   [Import Sheet from CSV / XLSX](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-import-sheet) - Imports CSV or XLSX data into a new sheet in the top-level "sheets" folder.

### **Users**

*   [Add User](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-add-user) - Allows you to add a new user to Smartsheet.
*   [Get User](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-get-user) - Retrieves a user by User ID or email address.
*   [List Users](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-users) - Retrieves a list of users.
*   [Remove User](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-remove-user) - Removes a user by User ID or email address and has the option to re-assign their assets to another user.

### **Workspaces**

*   [Copy Workspace](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-copy-workspace) - Copies an existing workspace.
*   [Create Workspace](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-create-workspace) - Creates a new workspace and returns the newly created Workspace object as an output.
*   [List Workspaces](https://docs.uipath.com/activities/other/latest/legacy-integrations/smartsheet-list-workspaces) - Retrieves a list of workspaces based on filters you set.

Smartsheet is a versatile web-based spreadsheet application that allows users to create, manage and organize data in spreadsheets and CSV files. With its intuitive tabular user interface, Smartsheet enables task assignment, project progress tracking, document sharing and overall work management.

### How It Works

To enable outbound automation between UiPath and Smartsheet, the activities establish a secure, authenticated connection through the UiPath Connector for Smartsheet.

Before initiating your first project, refer to the [Authentication Guide](https://docs.uipath.com/integrations/docs/uipath-smartsheet-smartsheet-authentication) provided in the connector documentation to complete the necessary setup steps.

### Activities

- [Attach URL to Sheet](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-attach-url-to-sheet) - Attaches a file URL to a sheet in Smartsheet.
- [Add Column](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-add-column) - Adds a column within a Sheet in Smartsheet with limited configurations.
- [Update Column](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-update-column) - Updates a column within a sheet in Smartsheet.
- [Add Row](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-add-row) - Adds a row within a sheet in Smartsheet.
- [Update Row](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-update-row) - Updates a row within a sheet in Smartsheet.
- [Get Sheet](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-get-sheet) - Retrieves a sheet in Smartsheet.
- [List All Sheets](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-list-all-sheets) - Lists all the sheets in Smartsheet.
- [Attach File to Comment](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-attach-file-to-comment) - Attaches a file to a specific comment.
- [Search Everything](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-search-everything) - Searches for everything in Smartsheet based on a query search.
- [Update Sheet](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-update-sheet) - Updates a sheet in Smartsheet.
- [Create Sheet from Template](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-create-sheet-from-template) - Creates a sheet from template.
- [Send Sheet via Email](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-send-sheet-via-email) - Send a sheet via email.
- [List All Folders](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-list-all-folders) - List all folders in Smartsheet.
- [Download Attachment](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-download-attachment) - Downloads an attachment.
- [Download Attachment](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-download-attachment) - Downloads an attachment.
- [Attach File to Row](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-attach-file-to-row) - Attaches a file to a specific row.
- [Attach URL to Row](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-attach-url-to-row) - Attaches file URL to a row.
- [Attach File to Sheet](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-attach-file-to-row) - Attaches a file to a sheet in Smartsheet.
- [List All Workspaces](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-list-all-workspaces) - Lists all workspaces that the user has access to.
- [List All Attachments](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-list-all-attachments) - List all attachments for a sheet.
- [Delete Row](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-delete-row) - Deletes a row in Smartsheet.
- [Download Sheet](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-download-sheet) - Downloads a sheet based on sheet ID.
- [Search Sheets](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-search-sheets) - Searches for everything inside a sheet based on a query.
- [Delete Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-delete-record) - Deletes a record in Smartsheet.
- [Get Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-get-record) - Retrieves a record in Smartsheet.
- [Insert Record](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-insert-record) - Inserts a record in Smartsheet.
- [List All Records](https://docs.uipath.com/activities/other/latest/integration-service/uipath-smartsheet-smartsheet-list-all-records) - Lists all the records for an object in Smartsheet.

This activity package is compatible with **UiPath Studio versions 2023.10 and later.**

Smartsheet is a web-based spreadsheet tool for data management and task tracking. Integrate it with UiPath using the UiPath Connector for efficient automation.

	Listing	Apps	Downloads
	Smartsheet Simplify automating processes that use Smartsheet by replacing UI operations with background API calls.		216
	Smartsheet Activity Package Smartsheet is a web-based spreadsheet tool for data management and task tracking. Integrate it with UiPath using the UiPath Connector for efficient automation.		<100

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