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Unite is a no-code integration platform purpose-built for Smartsheet users, developed by SoftwareX, a Smartsheet Aligned Platinum Partner. It enables you to connect Smartsheet to 100+ business systems using prebuilt connectors - out-of-the-box integrations that define how data syncs between Smartsheet and a specific system, like Azure DevOps. From a single interface, you can configure field mappings, set filters and sync schedules, and monitor workflows with built-in logs and error handling - all without writing code. Unite is designed to give teams full control over cross-system data flow without relying on developers.

Minutes. Unite is designed for Smartsheet users, so if you’re comfortable building in Smartsheet, you can set up an integration quickly. There’s no code to write or maintain and each connector is designed for quick mapping of fields - just connect your accounts, map fields, and define how data should sync. Once configured, data updates automatically in seconds based on your schedule.

Unite offers three flexible annual subscription plans priced per system connection - Basic, Advanced, and Unlimited - each designed to support different levels of integration needs. The Basic Plan is ideal for lightweight use cases with a limited number of connected Smartsheet sheets. It includes core features like one-way data sync into Smartsheet, scheduled automations, flexible field mapping, and no-code workflow creation. This plan starts at $3,500 per year. The Advanced Plan builds on the Basic Plan by allowing you to not only pull data into Smartsheet but also update data in the external system based on Smartsheet changes. It supports a higher number of integrated sheets and offers upgrade options for faster sync intervals and additional workflow capacity. However, it does not include Smartsheet Control Center compatibility. This plan starts at $8,000 per year. The Unlimited Plan is built for enterprise teams managing complex, large-scale integrations. It includes unlimited integrated sheets, supports bi-directional data flows including record creation and updates, and is the only plan that supports integration with Smartsheet Control Center provisioned sheets. This plan starts at $21,000 per year. All plans include access to the Unite no-code builder, error handling and run logs, scheduled syncing, and standard onboarding and support. You can also augment any plan with additional features such as more connected sheets, faster sync intervals, or professional services to help design and implement your integrated Smartsheet solution.

The free trial gives you 30 days to test the Azure DevOps connector with your own data. You can connect Smartsheet and Azure DevOps, then build one workflow to integrate a single Smartsheet sheet with your DevOps project. To get started, click “Start Trial,” sign in with your Smartsheet account, and connect your Azure DevOps instance. From there, you’ll configure your workflow by mapping fields, setting filters, and defining how data syncs between systems. During the trial, our team will reach out to understand your use case, help you build your workflow, and make sure the connector fits your broader solution. This isn’t just a sandbox - it’s a guided evaluation to validate that Unite works for your real-world workflow before you commit.

Yes. Unite is built with enterprise-grade security at its core. All data transmitted through Unite is encrypted in transit using TLS 1.2+ to protect against unauthorized access. Sensitive metadata is encrypted at rest using industry-standard encryption protocols. Role-based access control (RBAC) ensures that only authorized users can access and manage workflows, and all integrations are authenticated using secure OAuth-based authorization methods. Unite is hosted within a closed, secure virtual private cloud (VPC) and is designed with a decentralized, fault-tolerant architecture to improve resilience and reduce systemic risk. Access credentials and authentication tokens are isolated in secure environments and are never embedded directly within application logic. SoftwareX is SOC 2 Type II certified, validating that our security controls are not only well designed but also operating effectively over time. This certification reflects our ongoing commitment to protecting customer data and meeting rigorous security and compliance standards. If your organization requires additional documentation or would like to conduct a security review, our team is happy to collaborate with your security and compliance stakeholders. Contact us to learn more.

All Unite subscribers receive access to our dedicated support team, available to assist with: Account setup and connector authentication Workflow troubleshooting and sync errors Error logging and resolution General product questions related to Unite features and functionality Support is provided via ticket-based email support, with Zoom-based troubleshooting available as needed. For customers who need help beyond setting up workflows—such as structuring sheets, reports, or dashboards for integration compatibility—we offer professional services packages at an additional cost. These packages are ideal if you need: Help designing a Smartsheet solution architecture tailored to your integration use case Support building automated dashboards or reporting structures Optimization of workflows to reduce errors and manual effort Scalable integration design that aligns with your team’s structure and data flow

If you’re comfortable designing your integrated Smartsheet solution, implementation services are not required. Our guided trial is designed to help you evaluate the integration, verify that it meets your data and workflow needs, and determine whether you’d benefit from additional support. For customers who want help, we have a team of Smartsheet experts ready to assist with solution design, dashboarding, and architecture for an additional implementation cost. In cases where you’re planning a large-scale integration - such as connecting Unite with Smartsheet Control Center, working across many integrated sheets, or building reporting and dashboards - we strongly recommend implementation services to ensure a smooth solution launch.

Heimdall DLP is a Data Leak Prevention (DLP) tool specifically designed for Smartsheet and Smartsheet users. It offers comprehensive event monitoring and proactive measures to protect sensitive data within Smartsheet, enabling organizations to maintain data security and compliance standards.

Heimdall DLP is ideal for organizations that need to protect data across their Smartsheet plans. It’s particularly suited for industries requiring stringent data protection or for businesses that need to keep intellectual property confidential while benefiting from Smartsheet’s collaborative features. Heimdall DLP users must be Smartsheet system administrators, and their Smartsheet plan must have access to the Event Reporting API (available as a standalone subscription or included with Smartsheet Safeguard). Contact us if you need assistance confirming your plan’s compatibility.

Heimdall DLP enables users to create custom rules to monitor specific data types and user actions within Smartsheet. When a rule violation is detected, Heimdall DLP can automatically take actions such as sending alerts, unsharing sheets, or transferring assets to a secure workspace to uphold data security.

Heimdall DLP can detect a wide range of sensitive data types, including: Personally Identifiable Information (PII) across different regions (Americas, EMEA, APAC) Financial and banking information Healthcare data, including PHI Network and hardware data (e.g., IP addresses) API keys and other sensitive secrets Sensitive images and document content (e.g., credit card numbers, passport information)

Heimdall DLP can track various user actions, such as access token creation, bulk user updates, dashboard creation, and more. Users can customize Heimdall DLP to monitor critical events and respond to unauthorized or suspicious activities, providing an additional layer of security to their Smartsheet environment.

The rule-building process is straightforward: The system administrator connects their Smartsheet account and selects whether to monitor specific user actions (e.g., sharing or editing sheets) or data entries (e.g., detecting PII or financial data). Users configure rules to specify which data or events to monitor and select actions (e.g., log, email, share, move, unshare) that should occur if a violation is detected. Multiple rules can be created and adjusted as needed, with violations displayed on a centralized dashboard that includes real-time logs and visualizations.

Heimdall DLP is uniquely designed for Smartsheet, providing a seamless, integrated experience without requiring custom coding or complex setups. Leveraging Smartsheet’s Event Reporting API, Heimdall DLP is a purpose-built DLP solution tailored to Smartsheet users.

When a rule violation is detected, Heimdall DLP offers several action options: Logging the event Sending an alert email to designated recipients Sharing or unsharing the document with specific collaborators Moving the document to a secure workspace Transferring ownership to a secure user

To use Heimdall DLP, customers must have access to Smartsheet’s Event Reporting API, either as a standalone subscription or included with the Smartsheet Safeguard package. Setup involves connecting Heimdall DLP to your Smartsheet account and configuring security rules through its intuitive rule-building interface.

Yes. Heimdall DLP is built with a security-first, minimal data retention architecture. Heimdall processes Smartsheet events securely over TLS, encrypts all data at rest, and avoids storing customer-entered content wherever possible. Sensitive information is handled transiently during processing and is not logged or retained. Stored data is limited primarily to Smartsheet object IDs, configuration metadata, and securely encrypted API credentials, which are isolated in dedicated secrets storage. SoftwareX is SOC 2 Type II certified, validating that Heimdall’s data handling, access controls, and operational security practices are independently audited and operating effectively over time.

Pricing for Heimdall DLP is based on the volume of data in a customer’s Smartsheet environment and whether or not events and data will be monitored. There are two plan types: Pro Plan: Includes monitoring and remediation actions for events taken in Smartsheet, with a flat annual subscription fee. Premium Plan: Includes monitoring and remediation actions for both events taken and data entered in Smartsheet, with a flat annual subscription fee plus an additional fee based on the volume of data scanned (per GB or TB). Get Pricing here to discuss your data requirements and plan size.

Currently, Heimdall DLP is focused solely on Smartsheet environments and does not integrate with these tools. Future updates will explore potential integrations based on customer demand. If your organization is looking to incorporate Heimdall DLP data into these additional tools, contact us to discuss your needs.

Heimdall DLP scans all Smartsheet content inclusive of sheets, reports, dashboards, workspaces, users, and files stored. This is inclusive of not just grid data but asset names, rich text widgets in dashboards, sheet summary, etc. The file storage limit documented by Smartsheet only includes the size of attachments and not all other Smartsheet content which Heimdall DLP would scan. Heimdall DLP usage is calculated by a number of factors that incur over the course of the annual subscription and reset upon subscription renewal. Here are the variables which account for incurring data usage in Heimdall DLP. User Controlled Scanning - Amount of data that is scanned is controlled by Heimdall DLP users. It is not a running tally of files attached within Smartsheet. Go-Forward Scanning Rules - Users have the ability to apply scanning so that data is scanned on a go-forward basis only. This incurs an increment of increasing usage every time Smartsheet is updated. Including Attachments - Lastly, users can also choose to apply certain scanning capabilities to include or exclude attachments. Attachments, based on file type and size, commonly account for the largest percentage of storage in a plan Contact SoftwareX to help you forecast your planned usage and recommend the best subscription plan based on your anticipated needs.

Unite is a no-code integration platform purpose-built for Smartsheet users. It combines a robust marketplace of connectors with a centralized integration hub, allowing users to seamlessly connect Smartsheet to popular business systems. Beyond just choosing from prebuilt connectors, Unite provides a single place to build, manage, and monitor all your integration workflows. Whether you’re using one connector or many, you can configure field mappings, control sync schedules, view run logs, and manage errors — all from within the Unite interface. It’s designed to give Smartsheet users full control over cross-system automation without needing developers or custom code.

Unite allows users to connect Smartsheet with external applications through a simple, intuitive interface. Users can select a connector, authenticate their accounts, and configure workflows that define how data synchronizes between Smartsheet and the chosen application. This includes setting up field mappings, filters, and synchronization schedules.

Unite supports integration with a wide range of business applications across key system categories, including accounting platforms, applicant tracking systems (ATS), customer relationship management (CRM) tools, human resource information systems (HRIS), marketing platforms, and ticketing systems. The design experience is consistent across all connectors, making it easy for users to build workflows regardless of the system they’re connecting to. Unite allows users to determine which specific datasets or objects within each system they want to integrate, ensuring the solution is tailored to their unique business processes. For the most up-to-date list of available connectors, visit the Unite marketplace.

Yes. Unite is purpose-built for Smartsheet users who don’t have a technical or development background. You don’t need to write, host, or maintain any code to use Unite. The platform offers an intuitive, no-code interface that guides you through setting up field mappings, filters, and sync schedules with ease. If you’re comfortable building automations in Smartsheet, you’ll feel right at home in Unite. It’s designed to empower business users to automate data workflows between Smartsheet and other applications—without relying on IT or developers.

Unite supports both one-way and bi-directional data synchronization. Users can configure field mappings, apply filters, and set synchronization frequencies (e.g., hourly, daily) to ensure automated data integration across connected applications.

Yes. Unite is built with enterprise-grade security at its core. All data transmitted through Unite is encrypted in transit using TLS 1.2+ to protect against unauthorized access. Sensitive metadata is encrypted at rest using industry-standard encryption protocols. Role-based access control (RBAC) ensures that only authorized users can access and manage workflows, and all integrations are authenticated using secure OAuth-based authorization methods. Unite is hosted within a closed, secure virtual private cloud (VPC) and is designed with a decentralized, fault-tolerant architecture to improve resilience and reduce systemic risk. Access credentials and authentication tokens are isolated in secure environments and are never embedded directly within application logic. SoftwareX is SOC 2 Type II certified, validating that our security controls are not only well designed but also operating effectively over time. This certification reflects our ongoing commitment to protecting customer data and meeting rigorous security and compliance standards. If your organization requires additional documentation or would like to conduct a security review, our team is happy to collaborate with your security and compliance stakeholders. Contact us to learn more.

Yes. We offer a guided trial program, and we encourage all prospective customers to take advantage of it. This trial allows you to validate that you’re receiving the right data from your external systems into Smartsheet and to evaluate whether any additional support is needed to build out your integrated Smartsheet solution. During your trial, our team is available to assist with setup, answer questions, and help ensure you’re set up for long-term success.

Unite offers three flexible annual subscription plans—Basic, Advanced, and Unlimited—each designed to support different levels of integration needs. The Basic Plan is ideal for lightweight use cases with a limited number of connected Smartsheet sheets. It includes core features like one-way data sync, scheduled automations, flexible field mapping, and no-code workflow creation. The Advanced Plan builds on the Basic Plan by allowing you to not only pull data into Smartsheet but also update data in the external system based on Smartsheet changes. It supports a higher number of integrated sheets and offers upgrade options for faster sync intervals and additional workflow capacity. However, it does not include Smartsheet Control Center compatibility. The Unlimited Plan is built for enterprise teams managing complex, large-scale integrations. It includes unlimited integrated sheets, supports bi-directional data flows including record creation and updates, and is the only plan that supports integration with Smartsheet Control Center provisioned sheets. All plans include access to the Unite no-code builder, error handling and run logs, scheduled syncing, and standard onboarding and support. You can also augment any plan with additional features such as more connected sheets, faster sync intervals, or professional services to help design and implement your integrated Smartsheet solution. Want pricing for your use case? → Get Pricing

All Unite subscribers receive access to our dedicated support team, available to assist with: Account setup and connector authentication Workflow troubleshooting and sync errors Error logging and resolution General product questions related to Unite features and functionality Support is provided via ticket-based email support, with Zoom-based troubleshooting available as needed. For customers who need help beyond setting up workflows—such as structuring sheets, reports, or dashboards for integration compatibility—we offer professional services packages at an additional cost. These packages are ideal if you need: Help designing a Smartsheet solution architecture tailored to your integration use case Support building automated dashboards or reporting structures Optimization of workflows to reduce errors and manual effort Scalable integration design that aligns with your team’s structure and data flow

If you’re comfortable designing your integrated Smartsheet solution, implementation services are not required. Our guided trial is designed to help you evaluate the integration, verify that it meets your data and workflow needs, and determine whether you’d benefit from additional support. For customers who want help, we have a team of Smartsheet experts ready to assist with solution design, dashboarding, and architecture for an additional implementation cost. In cases where you’re planning a large-scale integration - such as connecting Unite with Smartsheet Control Center, working across many integrated sheets, or building reporting and dashboards - we strongly recommend implementation services to ensure a smooth solution launch.

If you do not see the system you wish to integrate with, SoftwareX provides integration services to develop a custom application that integrates into your system of interest. Please contact SoftwareX via the contact form on our website to discuss your needs further.

Currently, Unite is only available to Smartsheet users on the US region plan, regardless of your physical location. It is not available for customers on Smartsheet EU, Smartsheet APAC, or Smartsheet Gov.

The Azure DevOps and Smartsheet integration is a seamless connection between two popular SaaS applications, Microsoft Azure DevOps and Smartsheet. It enables users to synchronize data between the two platforms.

Integrating Azure DevOps with Smartsheet offers several benefits, including: Improved Efficiency: By automating data transfer between Azure DevOps and Smartsheet, you can eliminate manual data entry, reducing errors and saving time. Enhanced Visibility: The integration allows for real-time updates, enabling better visibility into technical development efforts and project data across both platforms. Streamlined Workflows: Connect your technical development and project management team workflows seamlessly, ensuring accurate information while keeping your projects on track. Data Accuracy: With automated data synchronization, you can maintain consistency and accuracy between Azure DevOps and Smartsheet, reducing the risk of discrepancies. Increased Collaboration: Facilitate collaboration between developer and project teams, enabling them to access relevant data and work together efficiently.

Yes! All SoftwareX Connectors and Premium applications integrate with Smartsheet Control Center solutions so never stuck manually building repeat workflows.

Our connectors prioritize data security and privacy, adhering to industry-leading security standards and employing measures such as encryption and user authentication to protect your data. We do not log or store customer data. Instead, our connectors process customer data on behalf of authorized users, and data is processed on AWS servers - the same as Smartsheet. To enhance user data protection, SoftwareX has implemented the following security measures: 3rd Party Authentication - Connector Admins must have access to an Azure DevOps account in order to configure the connection between Smartsheet and Azure DevOps. Smartsheet OAuth Flow - This flow mandates users to sign into the SoftwareX Application using their Smartsheet credentials. This process ensures users login the same way they would to Smartsheet, ultimately inheriting any 2-factor authentication or SSO policies put in place via their Smartsheet system admins. Although we keep fundamental customer details such as name and email in a secure database that is not exposed to the internet, confidential data like API keys are encrypted, accessed as needed, and refreshed frequently. It's important to note that we do not retain any Smartsheet content, ensuring the privacy of our users' data.

No extensive technical expertise is required to set up and use the integration. The integration between Microsoft Azure DevOps and Smartsheet is designed to be user-friendly, allowing users to configure the connection through intuitive interfaces. However, it is recommended to have a basic understanding of both Azure DevOps and Smartsheet to leverage the integration effectively.

To get started with the integration, follow these steps: Ensure you have active subscriptions for both Microsoft Azure DevOps and Smartsheet. Log in the to the SoftwareX app to access your connectors. Configure the integration by following the provided instructions. Customize the integration settings to align with your specific requirements. Test the integration by transferring sample data between Microsoft Azure DevOps and Smartsheet to ensure everything is working as expected. Once the integration is successfully set up, start utilizing the synchronized data to streamline your developer and project management workflows.

Yes, in many cases, the integration between Microsoft Azure DevOps and Smartsheet can be customized to align with your unique business needs. You can typically configure the integration settings, choose the specific data to synchronize, and map fields between the two platforms. Customization options may vary depending on the integration tool or native features provided by both Microsoft Azure DevOps and Smartsheet.

If you encounter any issues with the integration, you can try the following steps: Review the integration documentation or support resources for troubleshooting guidance. Check for any error messages or notifications within the integration interface or application logs. Ensure you have the latest versions of both Microsoft Azure DevOps and Smartsheet, as outdated software may cause compatibility issues. Contact SoftwareX support via the support ticket form, available in the left-hand icon rail of the Connector application. Our support team will work with you to triage and troubleshoot all items.

The ability to integrate multiple Microsoft Azure DevOps and Smartsheet accounts is possible and available in our enterprise plan for the Azure DevOps Connector.

The integration is available for all Smartsheet plans in the US region and Microsoft Azure DevOps online plans. Azure DevOps on-premises servers, Smartsheet EU region plans, and Smartsheet Gov plans are not supported at this time. Please contact us if you are unsure of your Smartsheet or Azure DevOps plan configurations.

The Connector (available within Unite) offers three flexible annual subscription plans—Basic, Advanced, and Unlimited—each designed to support different levels of integration needs. The Basic Plan is ideal for lightweight use cases with a limited number of connected Smartsheet sheets. It includes core features like one-way data sync, scheduled automations, flexible field mapping, and no-code workflow creation. The Advanced Plan builds on the Basic Plan by allowing you to not only pull data into Smartsheet but also update data in the external system based on Smartsheet changes. It supports a higher number of integrated sheets and offers upgrade options for faster sync intervals and additional workflow capacity. However, it does not include Smartsheet Control Center compatibility. The Unlimited Plan is built for enterprise teams managing complex, large-scale integrations. It includes unlimited integrated sheets, supports bi-directional data flows including record creation and updates, and is the only plan that supports integration with Smartsheet Control Center provisioned sheets. All plans include access to the Unite no-code builder, error handling and run logs, scheduled syncing, and standard onboarding and support. You can also augment any plan with additional features such as more connected sheets, faster sync intervals, or professional services to help design and implement your integrated Smartsheet solution. Contact us to find the right plan for your needs and to receive pricing.

The QuickBooks and Smartsheet integration is a seamless connection between two popular SaaS applications, QuickBooks and Smartsheet. It enables users to synchronize data between the two platforms, streamlining financial and project management processes.

Integrating QuickBooks with Smartsheet offers several benefits, including: Improved Efficiency: By automating data transfer between QuickBooks and Smartsheet, you can eliminate manual data entry, reducing errors and saving time. Enhanced Visibility: The integration allows for real-time updates, enabling better visibility into financial and project data across both platforms. Streamlined Workflows: Connect your financial and project management workflows seamlessly, ensuring accurate financial information while keeping your projects on track. Data Accuracy: With automated data synchronization, you can maintain consistency and accuracy between QuickBooks and Smartsheet, reducing the risk of discrepancies. Increased Collaboration: Facilitate collaboration between finance and project teams, enabling them to access relevant data and work together efficiently.

Yes! All SoftwareX Connectors and Premium applications integrate with Smartsheet Control Center solutions.

The integration supports the synchronization of various data types, such as: Customers: Sync customer data between QuickBooks and Smartsheet, ensuring consistency in customer information across both platforms. Invoices: Automatically transfer invoice data from QuickBooks to Smartsheet, enabling project managers to track and manage billing status. Payments: Synchronize payment information, providing finance teams with up-to-date payment records for conciliation. Projects: Connect project data in Smartsheet with QuickBooks, allowing project managers to view financial details and track project costs. Expenses: Transfer expense data from QuickBooks to Smartsheet, enabling project teams to monitor and analyze project expenditures.

The integration between QuickBooks and Smartsheet prioritizes data security and privacy. Both platforms adhere to industry-leading security standards and employ measures such as encryption, user authentication, and regular security audits to protect your data. Additionally, the integration complies with relevant data protection regulations, ensuring your information remains safe.

No extensive technical expertise is required to set up and use the integration. The integration between QuickBooks and Smartsheet is designed to be user-friendly, allowing users to configure the connection through intuitive interfaces. However, it is recommended to have a basic understanding of both QuickBooks and Smartsheet to leverage the integration effectively.

To get started with the integration, follow these steps: Ensure you have active subscriptions for both QuickBooks and Smartsheet. Log in the to the SoftwareX app to access your connectors. Configure the integration by following the provided instructions or consulting the documentation or support resources available. Customize the integration settings to align with your specific requirements. Test the integration by transferring sample data between QuickBooks and Smartsheet to ensure everything is working as expected. Once the integration is successfully set up, start utilizing the synchronized data to streamline your financial and project management workflows.

The integration is available for all Smartsheet plans and is available for QuickBooks Online plans. The integration is currently unavailable for the desktop version of QuickBooks.

Yes, in many cases, the integration between QuickBooks and Smartsheet can be customized to align with your unique business needs. You can typically configure the integration settings, choose the specific data to synchronize, and map fields between the two platforms. Customization options may vary depending on the integration tool or native features provided by both QuickBooks and Smartsheet.

If you encounter any issues with the integration, you can try the following steps: Review the integration documentation or support resources for troubleshooting guidance. Check for any error messages or notifications within the integration interface or application logs. Ensure you have the latest versions of both QuickBooks and Smartsheet, as outdated software may cause compatibility issues. Contact the support teams of QuickBooks and Smartsheet for further assistance, providing them with detailed information about the problem you are experiencing.

The ability to integrate multiple QuickBooks and Smartsheet accounts is possible and available in our enterprise plan for the QuickBooks Connector.

The Xero and Smartsheet integration is a seamless connection between two popular SaaS applications, Xero and Smartsheet. It enables users to synchronize data between the two platforms, streamlining financial and project management processes.

Integrating Xero with Smartsheet offers several benefits, including: Improved Efficiency: By automating data transfer between Xero and Smartsheet, you can eliminate manual data entry, reducing errors and saving time. Enhanced Visibility: The integration allows for real-time updates, enabling better visibility into financial and project data across both platforms. Streamlined Workflows: Connect your financial and project management workflows seamlessly, ensuring accurate financial information while keeping your projects on track. Data Accuracy: With automated data synchronization, you can maintain consistency and accuracy between Xero and Smartsheet, reducing the risk of discrepancies. Increased Collaboration: Facilitate collaboration between finance and project teams, enabling them to access relevant data and work together efficiently.

Yes! All SoftwareX Connectors and Premium applications integrate with Smartsheet Control Center solutions so never stuck manually building repeat workflows.

The integration supports the synchronization of various data types, such as: Customers: Sync customer data between Xero and Smartsheet, ensuring consistency in customer information across both platforms. Invoices: Automatically transfer invoice data from Xero to Smartsheet, enabling project managers to track and manage billing status. Payments: Synchronize payment information, providing finance teams with up-to-date payment records for conciliation. Projects: Connect project data in Smartsheet with Xero, allowing project managers to view financial details and track project costs. Expenses: Transfer expense data from Xero to Smartsheet, enabling project teams to monitor and analyze project expenditures.

The integration between Xero and Smartsheet prioritizes data security and privacy. Both platforms adhere to industry-leading security standards and employ measures such as encryption, user authentication, and regular security audits to protect your data. Additionally, the integration complies with relevant data protection regulations, ensuring your information remains safe.

No extensive technical expertise is required to set up and use the integration. The integration between Xero and Smartsheet is designed to be user-friendly, allowing users to configure the connection through intuitive interfaces. However, it is recommended to have a basic understanding of both Xero and Smartsheet to leverage the integration effectively.

To get started with the integration, follow these steps: Ensure you have active subscriptions for both Xero and Smartsheet. Log in the to the SoftwareX app to access your connectors. Configure the integration by following the provided instructions or consulting the documentation or support resources available. Customize the integration settings to align with your specific requirements. Test the integration by transferring sample data between Xero and Smartsheet to ensure everything is working as expected. Once the integration is successfully set up, start utilizing the synchronized data to streamline your financial and project management workflows.

Yes, in many cases, the integration between Xero and Smartsheet can be customized to align with your unique business needs. You can typically configure the integration settings, choose the specific data to synchronize, and map fields between the two platforms. Customization options may vary depending on the integration tool or native features provided by both Xero and Smartsheet.

If you encounter any issues with the integration, you can try the following steps: Review the integration documentation or support resources for troubleshooting guidance. Check for any error messages or notifications within the integration interface or application logs. Ensure you have the latest versions of both Xero and Smartsheet, as outdated software may cause compatibility issues. Contact the support teams of Xero and Smartsheet for further assistance, providing them with detailed information about the problem you are experiencing.

The ability to integrate multiple Xero and Smartsheet accounts is possible and available in our enterprise plan for the Xero Connector.

The integration is available for all Smartsheet plans and is available for Xero Online plans.

As an ideal candidate, you will have a keen eye for gaps in SaaS product offerings and the innovative mindset to fill them. You’re a highly skilled market analyst with a proven ability to strategize the full lifecycle of product production — from conception through release. You may already be a confident leader who has experience guiding cross-functional teams in the successful creation of products that improve consumer experience and grow market share. Objectives of this Role Drive the product and business-planning process across cross-functional teams of the company Analyze customer needs, current market trends, and potential partnerships from an ROI and build vs. buy perspective Assess current competitor offerings, seeking opportunities for differentiation Analyze product requirements and develop appropriate programs to ensure they’re successful achieved Develop, implement, and maintain production timelines across multiple products Appraise new product ideas and strategize appropriate go-to-market plans Daily and Monthly Responsibilities Drive the execution of all product lifecycle processes for products, including product research, market research, competitive analysis, planning, positioning, roadmap development, requirements development, and product launch Translate product strategy into detailed requirements for prototype construction and final product development by engineering teams Create product strategy documents that describe business cases, high-level use cases, technical requirements, revenue, and ROI Analyze market data to develop sales strategies, and define product objectives for effective marketing communications plans Collaborate closely with Sales, Consulting, and development on the development, QA, and release of products and balance of resources to ensure success for the entire organization Develop product positioning and messaging that differentiates SoftwareX and its features across primary market segments Skills & Qualifications: 8+ years of direct Smartsheet building experience 2-3 years of product management experience Bachelor’s degree in product design or engineering Strong experience in a dynamic product management role Proven experience overseeing all elements of the product development lifecycle Highly effective cross-functional team management Previous experience delivering finely-tuned product marketing strategies Exceptional writing and editing skills combined with strong presentation and public speaking skills Apply Today! Click Here to Apply