> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serval.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Smartsheet

> Connect Serval to the Smartsheet API to read and update the tasks in your project sheets.

## About Smartsheet

The Smartsheet integration lets Serval workflows read the tasks in a project sheet and update them. In Smartsheet a task is a row, and each task field is a cell in a column the sheet owner named, so the included workflows address columns by title (for example, Status or Assigned To).

Workflows can read any sheet, report, workspace, or other object the connected user can open, and can add, update, and delete rows and comment on rows. Attachments, sharing, and user administration are not available through this integration.

**Authentication:** A Smartsheet API access token. Serval stores the token securely and sends it as a bearer token only to the Smartsheet API host for the region you select (United States, European Union, or Australia). Smartsheet Gov is not supported.

**Data sync:** On demand. Serval reads from Smartsheet when a workflow runs and does not perform a background sync.

<Note>
  API access requires a Smartsheet Business, Enterprise, or Advanced Work Management plan.
</Note>

## Create an API access token

Workflows act as the Smartsheet user who owns the token. We recommend a dedicated service-account user, shared into every sheet your workflows use, with **Editor** access or higher on sheets where workflows make changes.

<Steps>
  <Step title="Sign in as the service user">Sign in to Smartsheet as the user Serval will act as.</Step>

  <Step title="Open API access">
    Select your profile image at the bottom of the left navigation, choose **Personal Settings**,
    and open the **API Access** tab.
  </Step>

  <Step title="Generate the token">
    Select **Generate new access token**, name it Serval, and copy the token. Smartsheet shows it
    only once.
  </Step>
</Steps>

See [Smartsheet's guide to generating an API access token](https://help.smartsheet.com/articles/2482389-generate-API-key) for the current steps.

## Connect in Serval

<Steps>
  <Step title="Name the connection">Enter a recognizable instance name, such as Production.</Step>

  <Step title="Select the region">
    Choose United States, European Union, or Australia. Accounts that sign in at app.smartsheet.eu
    are in the EU region, and accounts that sign in at app.smartsheet.au are in the Australia region.
  </Step>

  <Step title="Enter the token">Paste the API access token and submit the form.</Step>
</Steps>

## Verify the connection

Serval checks that it can read the token's own user and list the sheets shared with it. A failed check usually means the token is invalid or revoked, the wrong region was selected, or the account's plan does not include API access.

## Included workflows

| Workflow | What it does | Default approval |
| - | - | - |
| List Smartsheet Tasks | Returns each task's row ID and cell values keyed by column title, optionally only tasks changed since a given time | None |
| Update Smartsheet Task | Sets cell values on one task by column title | Installer |
| Add Smartsheet Task | Adds a task at the bottom of the sheet or as a subtask under another task | Installer |

The update and add workflows refuse, without changing anything, when a column does not exist, is calculated by Smartsheet (such as Created By or an auto-number column), is locked and the token's user is not the sheet owner or an admin, holds a formula, or is linked from another sheet. Multi-select dropdown and multi-contact columns can be written only through a custom workflow.

<Note>
  Smartsheet allows 300 API requests per minute per token and rejects concurrent writes to the same
  sheet. Serval waits and retries when either limit is hit.
</Note>

***

Need help? Contact **[support@serval.com](mailto:support@serval.com)** for assistance with your Smartsheet integration.


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