Our connectors, available in Unite, make it simple to integrate Smartsheet with your key business systems. Whether you’re using QuickBooks Online, Xero, Azure DevOps, or any of our future integrations, this guide will walk you through the steps to get started with a free trial and build your first workflow. Here's how it works...
Step 1: Access the SoftwareX Application
Visit our website: thesoftwarex.com
In the top right corner, click the Login button.
Step 2: Sign In with Smartsheet
On the SoftwareX login screen, click Sign in with Smartsheet. There’s no need to create a new account—just log in using your existing Smartsheet credentials.
You’ll be asked to allow access to your Smartsheet account. This step ensures the connector can sync data with existing sheets you have appropriate permissions to edit or administrate along with create new ones if you are a licensed user.
Step 3: Access Unite
After logging in, you’ll see a logo for each product available in the SoftwareX app.
Click Unite which is the hub for all of our Smartsheet Connectors.
Step 4: Select Your System
Browse or search for your desired Connector and click the icon.
Step 5: Sign into Your Account
You’ll be prompted to log in to the system you chose to integrate with (e.g., QuickBooks Online, Azure DevOps).
Enter your credentials to allow the connector to access the data you have permission to view and edit in that system. After successfully signing in you should see a screen similar to the image below.
Step 6: Build Your Workflow
Once your account is connected, you’ll be taken to the account screen within the SoftwareX connector app. From here, you can start building your integration workflow.
To create a workflow, click the ➕ button on the left-hand rail of the app and follow the prompts to either sync with an existing Smartsheet sheet or create a new one.
Free trial users can create 1 workflow to integrate 1 sheet.
And that’s it! You’re now ready to start using the SoftwareX connector to integrate Smartsheet with your chosen system.
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