Introduction
This guide explains how to configure the Smartsheet Connector in RecordPoint. Follow these steps to connect RecordPoint to your Smartsheet environment, define which workspaces to manage, and choose how content is ingested.
For background information, prerequisites, and supported entities, see the Smartsheet Connector Overview before proceeding.
Before You Begin
Confirm the following before starting configuration:
- You have an active RecordPoint subscription with administrator access.
- Your organisation holds a Smartsheet Enterprise Plan.
- You know which Smartsheet region your organisation uses (Standard, Gov, Europe, or Australia).
Step 1: Add the Connector
- Sign in to RecordPoint as an administrator.
- Navigate to Settings > Connectors.
- Select Add Connector.
- Choose Smartsheet from the list of available connectors.
- You will be redirected to the configuration page.
Step 2: Configure the Base URL
Enter the API base URL that corresponds to your Smartsheet region.
| Region | Base URL |
|---|---|
| Standard | api.smartsheet.com |
| Government (Gov) | api.smartsheetgov.com |
| Europe | api.smartsheet.eu |
| Australia | api.smartsheet.au |
Important: Using an incorrect base URL will cause authentication and data retrieval to fail. Confirm your region with your Smartsheet administrator if you are unsure.
Step 3: Configure Authentication
- Select Link Account.
- You will be redirected to Smartsheet to sign in and grant consent.
- After authorising, you will be returned to RecordPoint automatically.
Step 4: Configure Workspace Scope
By default, the connector will discover and ingest all workspaces accessible to the authenticated account. You can restrict this to specific workspaces using the Inclusion list.
To include specific workspaces only:
- Under Workspace Scope, select Add next to Inclusions.
- Enter the Workspace Title and Workspace ID for each workspace you want to manage.
- Select Save after adding each entry.
Repeat for all workspaces you wish to include. Only the listed workspaces will be ingested; all others will be ignored.
Tip: The Workspace ID is visible in the Smartsheet URL when you open a workspace, or it can be retrieved via the Smartsheet API (
GET /workspaces).
Step 5: Configure Content Registration
Choose how the connector handles content when it is first enabled.
| Option | Behaviour |
|---|---|
| Ingest existing content | Ingests all current content in scope, then continues to ingest new and updated content going forward. Use this option to bring your full Smartsheet history under management. |
| Ingest new and updated content only | Ignores content that existed before the connector was enabled, and ingests only content created or modified after activation. Use this option when you do not need to manage historical content. |
Select the appropriate option based on your organisation's retention and compliance requirements.
Step 6: Save and Enable the Connector
- Review your configuration settings.
- Toggle the connector to Enabled.
Once enabled, the connector will begin its initial discovery pass — enumerating all in-scope workspaces and their associated sheets, reports, dashboards, and forms. Depending on the number of assets in your Smartsheet environment, this initial sync may take some time to complete.
You can monitor ingestion progress from the Connectors dashboard in RecordPoint.