Connecting Smartsheet

Last updated: October 8, 2024

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You'll be able to connect the Smartsheet integration to Lumos and resolve common issues that arise when connecting.

Required plan & roles

There is no minimum plan needed to connect the Smartsheet integration.

Your Smartsheet user needs to be a System Admin to connect this integration.

Scopes

The Smartsheet integration will ask for the following scopes via OAuth during setup.

Scope

Default

Description

ADMIN_USERS

Add and remove users from your Smartsheet organization account; create groups and manage membership.

READ_USERS

Retrieve users and groups for your Smartsheet organization account.

Instructions

1. Find the Smartsheet card in your Lumos integrations (Reconnect or add new)

2. Click Connect Smartsheet.

3. Accept the scopes in Smartsheet to finish connecting the integration.

Troubleshooting

I cannot connect the Smartsheet integration

Ensure that you're logged into Smartsheet as a System Admin.