Google account integration

Smartsheet enables integration with Google in several areas, including single sign-on, Google Drive, Google Contacts and Google Calendar.

Login to Smartsheet with your Google account

• On the right side of the Smartsheet login form, there are two links for Google users:
  
  • Use my Google account - use this link if you have a free Gmail, Google Docs or other Google account
  • Use my Google Apps account - use this link if your company has a Google Apps account
• If you are already logged in to your Google account in your current browser session, you will only be asked to grant Smartsheet permission to use your Google credentials (note: Smartsheet does not receive or store your Google password).  If you are not logged in to Google already, there will be an extra step to provide your Google account information.
• After you have completed the Google permission form(s), you should be able to go to Smartsheet's login page, click on the Use my Google account link and login to Smartsheet without needing to type in a login name/password.

Google Drive Integration                       

Attach Files from Google Drive in Smartsheet
You can attach any file from Google Drive to a row, to a sheet, or to a discussion in Smartsheet.

• In the attachment form, click on the Attach From button
• Select Google Drive
• You may get a Google form asking you to grant Smartsheet access so we can present the list of your items in Google Drive to choose from.
• Select the file you wish to attach.
  • Note: Smartsheet sharing does not override your Google Drive sharing.  Only people who have been shared the item in Google Drive will be able to open it from the link in Smartsheet.
• If you have attached a Microsoft Office Word, Excel or Powerpoint (.ppt) file in Smartsheet, you have an additional option to Open as Google Doc.  This can be handy if you're on a machine that doesn't have Office installed.  This feature also works for .txt files but is not yet supported for Powerpoint 2007 (.pptx) documents.  Note that this will create a new Google Doc in your Google account (instead of creating a draft like it does when you open as Google Doc from Gmail).

Create New Smartsheets in Google Drive
You can create new Smartsheets from within Google Drive if you have installed the Smartsheet app from the Chrome Webstore.

• Open the Chrome browser and go to the Smartsheet listing on the Chrome Webstore 
• Click on the Add to Chrome button in the upper right corner of the Smartsheet listing
  • Note: you must use the Chrome browser to install the Smartsheet app but after the install, you will be able to access the Google Drive-Smartsheet features on any browser
• There are two options from within Google Drive to create new Smartsheets:
  • Create New - click on the Create button in Google Drive, select More, and then select Smartsheet.  You can name your sheet and choose whether to start with a project sheet, task list or blank sheet.  A link to the new Smartsheet will be created in Google Drive.
  • Open With - you can also open any Microsoft Project (.mpp), Microsoft Excel (.xls, .xlsx) or CSV file as a Smartsheet by right clicking on the file in Google Drive, selecting Open With and then selecting Smartsheet.  The file will be imported into Smartsheet, creating a new Smartsheet and a link to the Smartsheet created in Google Drive.
  • The links to the new Smartsheets in Google Drive will launch the Smartsheet.  They can also be moved into any of your Google Drive folders.

Import/Export

• Import - you can quickly create a Smartsheet by importing a Google Spreadsheet from your Google Drive.  In Smartsheet, click on the tab with a green plus at the top and select "Import Google Spreadsheet".  You may be asked to grant Smartsheet access to your list of Google Docs.  You can then select which Google Spreadsheet you wish to import into Smartsheet.
• Export - you can export any Smartsheet to a Google Spreadsheet.  On your Smartsheet, click on the Sheet Action button in the upper left (or right click on the sheet name) and select "Export to Google Spreadsheet."  The new Google Spreadsheet will appear in your Google Drive.

Import Gmail Contacts

• To import Gmail Contacts into Smartsheet, click on the My Account link in the upper left and select "My Smartsheet Contacts"
• Click on the Import Contacts button in the lower left corner of the form, select Gmail, and click on the Next button
• You will be asked to enter your Gmail username and password (Smartsheet does not store your Google password) and then you can select which contacts you want to import into Smartsheet