Smartsheet Connector Overview

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. Objects from Smartsheet are mapped to the following in RecordPoint:

Workspace (Aggregation)
├── Sheet (Record+Binary)
│   └── Attachment (Binary)
│   └── Comments (Binary)
├── Attachment (Binary)

How It Works

1. Authentication — The connector authenticates to Smartsheet using OAuth 2.0 with SSO integration, or an API Access Token for service accounts.
2. Discovery — On initial sync, the connector enumerates all accessible workspaces and their associated sheets.
3. Ingestion — Content is ingested into RecordPoint with metadata mapped from Smartsheet fields, including ownership, sharing permissions, and custom field definitions.
4. Binary Processing — Attachments are downloaded and passed through Sensitive Intelligence for PII/HCI detection. Sheet data can be exported as CSV or PDF for content analysis.
5. Delta Sync — The connector periodically polls for new or modified items using the modifiedSince parameter and monitors sheet version numbers to capture incremental changes.
6. Lifecycle Management — Once in RecordPoint, content is subject to configured retention policies and disposal rules.

Prerequisites