Live Data Connector to SAGE accounting

tye.gardner35371
tye.gardner35371 ✭
edited 06/14/22 inAdd Ons and Integrations

I was reading up on data connectors to 3rd party platforms such as Excel, Access, etc. but didn't see any information about accounting systems such as Sage or Quickbooks. Has anyone ever linked an accounting systems to Smartsheet? I am assuming it is possible, but I want to gather other's experiences if they have.


Thanks!

· Share on Facebook Share on Twitter

Best Answer

Answers

Categories

disregard. support reminded me you initiate the connection to the app from the app, then it appears in the list of apps in smartsheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108349,"type":"question","name":"Automate attachments or links from Onedrive to row in sheet (or vice versa)","excerpt":"Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may require multiple submittals to various agencies to obtain approval. To track all of this we have a submittal tracker sheet in Smartsheet for each…","snippet":"Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may…","categoryID":343,"dateInserted":"2023-08-01T15:01:48+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T13:16:38+00:00","insertUserID":137695,"insertUser":{"userID":137695,"name":"Tim Starkey","url":"https:\/\/community.smartsheet.com\/profile\/Tim%20Starkey","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uolS96T7mzo!84NRtwSFw3o!n5WODiM4TKP","dateLastActive":"2023-08-02T20:44:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":126351,"lastUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-03T21:52:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3381886106,"url":"https:\/\/community.smartsheet.com\/discussion\/108349\/automate-attachments-or-links-from-onedrive-to-row-in-sheet-or-vice-versa","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108349\/automate-attachments-or-links-from-onedrive-to-row-in-sheet-or-vice-versa","format":"Rich","lastPost":{"discussionID":108349,"commentID":388459,"name":"Re: Automate attachments or links from Onedrive to row in sheet (or vice versa)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388459#Comment_388459","dateInserted":"2023-08-02T13:16:38+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-03T21:52:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T20:44:35+00:00","dateAnswered":"2023-08-01T22:12:38+00:00","acceptedAnswers":[{"commentID":388353,"body":"

@Tim Starkey<\/a> I have two potential options you could investigate to see if they meet your needs:<\/p>

  1. Data Shuttle: You mentioned you work for a small company and already use SCC. If it's been a while since you talked with your account rep, I suggest contacting them just to see what they can offer. I've seen them offer much more attractive pricing to small companies lately. (One company I'm working with was able to upgrade to Advance for a fraction of what they were quoted a few years ago.)<\/li>
  2. Zapier. https:\/\/zapier.com\/apps\/smartsheet\/integrations\/excel--onedrive<\/a><\/li><\/ol>

    www.linkedin.com\/in\/juliefortney-pmp-smartsheetpartner-lssblackbelt<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108270,"type":"question","name":"Hiding Row Comments in a report in Portfolio Workapp\/Project Workapp","excerpt":"Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I have hid the comments column in my report but my my external partners are still able to with view access to click on the view details pane and…","snippet":"Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I…","categoryID":343,"dateInserted":"2023-07-28T18:01:06+00:00","dateUpdated":null,"dateLastComment":"2023-08-01T18:07:36+00:00","insertUserID":11482,"insertUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":11482,"lastUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":45,"score":null,"hot":3381481722,"url":"https:\/\/community.smartsheet.com\/discussion\/108270\/hiding-row-comments-in-a-report-in-portfolio-workapp-project-workapp","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108270\/hiding-row-comments-in-a-report-in-portfolio-workapp-project-workapp","format":"Rich","tagIDs":[466,578,580,581,582],"lastPost":{"discussionID":108270,"commentID":388266,"name":"Re: Hiding Row Comments in a report in Portfolio Workapp\/Project Workapp","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388266#Comment_388266","dateInserted":"2023-08-01T18:07:36+00:00","insertUserID":11482,"insertUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T11:58:51+00:00","dateAnswered":"2023-07-30T03:51:38+00:00","acceptedAnswers":[{"commentID":387963,"body":"

    Hi Lori Khoury,<\/p>

    I got 2 ideas :<\/p>

    1. Build a Report that refer to all project sheets (as source sheets) and setup \"As current user\" filter, then embed that Report to a Dashboard (with Viewer mode setting is \"Their own perspective\" in Dashboard). The viewer will not see only data regarding to them without the comment column.<\/li>
    2. Build a Report that refer to all project sheets (as source sheets) and build a Dynamic View (DV) that refer to this Report (as source data) and setup :
      1. \"As current user\" filter in this DV for external stakeholders to see only data regarding to them. <\/li>
      2. Hide comment<\/li><\/ol><\/li><\/ol>

        This will save your effort to build many DV for different stakeholders<\/p>

        Hope that helps<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":466,"urlcode":"control-center","name":"Control Center"},{"tagID":578,"urlcode":"portfolio-workapp","name":"PORTFOLIO WORKAPP"},{"tagID":580,"urlcode":"workapp","name":"workapp"},{"tagID":581,"urlcode":"comments","name":"comments"},{"tagID":582,"urlcode":"global-updates","name":"global updates"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":632,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

        Trending Posts

        • Any idea why apps are missing from apps and integrations?

          I can see all the apps my user account has but my admin account just shows an image and tells me to access apps via Solutions Center, but since the recent update all that is listed are templates. Anyone else experiencing this? Perhaps an account level setting? Thanks

        • Automate attachments or links from Onedrive to row in sheet (or vice versa)

          Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may require multiple submittals to various agencies to obtain approval. To track all of this we have a submittal tracker sheet in Smartsheet for each…

        • 在投资组合Worka的一份报告中隐藏行注释pp/Project Workapp

          Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I have hid the comments column in my report but my my external partners are still able to with view access to click on the view details pane and…

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video