Key Results from Smartsheet

Overview

The Smartsheet Integration for WorkBoard allows you to automate progress based on: 

  • The numeric value from a cell in a sheet or a report to a Key Result in WorkBoard.
  • The count of the number of drop list values from a column, like status (Red, Yellow, Green).

Requirements

  • The IT admin for your organization may need to approve the connector for the first time if the App is configured to require approval.

Frequently Asked Questions

Are published sheets visible in the list of those available for mapping?

Published sheets aren't currently visible in the list of sheets available for mapping.

Add a Smartsheet Key Result

  1. Hover over your Objective and click the Kebab.mceclip0.png
  2. Select Edit Settings.
  3. Select Add another Key Result.
  4. Select Advanced Options.
  5. Choose Pull data from external applications.Screen_Shot_2021-10-20_at_3.11.09_PM.png
  6. Pick Smartsheet from the list of integrations. mceclip3.png
  7. Log in to Smartsheet.

  • Note:Navigate to Smartsheet for help generating an API Key for Smartsheet. 

mceclip2.png

8. Select the Sheets dropdown to choose a Sheet. 

  • Note: The Sheets dropdown will ONLY display Sheets to which you have access.

mceclip3.png

9. Select the Column dropdown to choose a Column.

  • Note: The Sheet dropdown will not show hidden Sheets.

mceclip4.png

10. Choose the Value to count as completed.Screen_Shot_2022-01-12_at_9.23.35_AM.png

11. (Optional) For real-time validation of data before connecting, select Verify data source.

  • Note: This button displays the current value in the cell mapped to the KR for visual confirmation of the data

mceclip4.png

12. Choose Connect to set up Smartsheet integration. mceclip0.png

13. Fill out or edit the remaining Key Result details such as Start Value, Result Value, Target Value, Committed Result, Unit of Measurement and how to Calculate Overall Progress. 

14. Choose your Update Cadence, which determines when or how often WorkBoard will sync with Smartsheet to pull the latest value for your Key Result.

  • Note: Update cadence has the same options you would find for Key Results updated by a person (i.e., Daily, Weekly, Monthly, and Quarterly).


mceclip3.png

15. Select Save.

Synchronizing Data from Smartsheet

WorkBoard will pull data for the KR directly from Smartsheet following the cadence specified.  The Business Result Owner also has the ability to “sync data now” to pull data in real-time.

There are two ways to sync data for your Key Results.

Force a Sync on a Single Smartsheet Key Result:

  1. Select Key Result to go to the Key Results Details page.
  2. Choose the Kebab menu in the upper right-hand corner.
  3. Select Sync Integration Data.
    mceclip0.png

Force a Sync for all Key Result Integrations:

  1. From the My Objectives Page, select the Kebab icon in the upper right-hand corner.
  2. Select Sync Integration Data.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request