Smartsheet

Enterprise work management on a familiar grid.

Automation & Productivity Two-way sync

About Smartsheet

Smartsheet is an enterprise work management platform that uses a spreadsheet-like interface to plan projects, manage resources and automate workflows.

What the integration offers

Keep freelancer work where your teams already plan it, with contracts and payments handled in Consultport.

  • Project creation

    Create freelancer projects from boards, spaces or workspaces in Smartsheet.

  • Milestones and tasks

    Sync milestones, tasks and due dates between both systems.

  • Freelancer assignment

    Assign onboarded freelancers to tasks with the right access level.

  • Completion approvals

    Trigger timesheet and invoice approval when work is marked done.

Data that syncs

  • Projects
  • Tasks
  • Milestones
  • Timesheets
  • Assignees

How it works

  1. 01

    Connect

    An admin connects Smartsheet from Settings → Integrations in the Consultport FMS.

  2. 02

    Map

    Choose which fields, entities and projects are shared between both systems.

  3. 03

    Sync

    Changes flow automatically. Every sync is logged for audit.

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