This connector is new and documentation is subject to change.
Introduction
The Smartsheet Connector enables RecordPoint customers to integrate their Smartsheet environment with the RecordPoint platform for compliant records management and sensitive data discovery. This connector captures workspaces, sheets, reports, dashboards, and associated files to support retention, disposal, and compliance obligations.
This connector is particularly suited for organisations managing large volumes of project-based content, financial reporting, and collaborative data—such as financial services firms, project management offices, and regulated enterprises handling Client Suitability Data, NIGO data, and other sensitive business content.
Key Capabilities
- Content Ingestion - Captures workspaces and their associated sheets, and attachments from Smartsheet into RecordPoint
- Sensitive Data Discovery - Enables PII and HCI detection across structured sheet data, collaboration content, and binary attachments via Signals
- Lifecycle Management - Supports retention scheduling and disposal workflows for Smartsheet assets
Default Managed Objects
The connector manages the following Smartsheet entities by default.
Workspace (Aggregation)
├── Sheet (Record+Binary)
│ └── Attachment (Binary)
│ └── Comments (Binary)
├── Attachment (Binary)
| Smartsheet Entity | RecordPoint Item Type | Parent | Notes |
|---|---|---|---|
| Workspace | Aggregation | — | Primary container for all related project and business content |
| Sheet | Record | Workspace | Structured data tables; primary data management units |
| Comments | Binary | Sheet | Sheet comments. |
| Attachment (Sheet) | Binary | Sheet | Files attached to sheet rows or at sheet level |
How It Works
- Authentication — The connector authenticates to Smartsheet using an API Access Token.
- Discovery — On initial sync, the connector enumerates all accessible workspaces and their associated sheets. Note: Due to a limitation with Smartsheet's OAuth Authentication and API, Sheets need to be shared with the user account the connector was linked with to allow sheets to be discoverable.
- Ingestion — Content is ingested into RecordPoint with metadata mapped from Smartsheet fields.
- Binary Processing — Attachments are downloaded and passed through Sensitive Intelligence for PII/HCI detection. Sheets are attached as binaries, allowing for PII/HCI analysis is complete sheets.
- Delta Sync — The connector periodically polls for new or modified items.
- Lifecycle Management — Once in RecordPoint, content is subject to configured retention policies and disposal rules.