Smartsheet authentication

Prerequisites

Depending on the authentication type you select, you need one of the following credentials:

• OAuth 2.0 Authorization code: Region, OAuth Scope, the email address and password associated with your account.
• Bring your own OAuth 2.0 app: Region, OAuth Scope, client ID and client secret.

For creating a private OAuth 2.0 application, follow the steps mentioned in the Smartsheet documentation. For the App redirect URL you must use https://cloud.uipath.com/provisioning_/callback.

Add the Smartsheet connection

To create a connection to your Smartsheet instance, you need to perform the following steps:

1. Select Integration Service from Automation Cloud^TM.

2. From the Connectors list, select Smartsheet. You can also use the search bar to narrow down the connector.

3. Select the Connect to Smartsheet button.

4. You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.

5. Enter the required credentials for your preferred authentication method and select Connect.

6. Your connection has been added.

Permissions

The following scopes are added by default in the authentication screen: ADMIN_SHEETS ADMIN_SIGHTS ADMIN_USERS ADMIN_WEBHOOKS ADMIN_WORKSPACES CREATE_SHEETS CREATE_SIGHTS DELETE_SHEETS DELETE_SIGHTS READ_CONTACTS READ_EVENTS READ_SHEETS READ_SIGHTS READ_USERS SHARE_SHEETS SHARE_SIGHTS WRITE_SHEETS.

These scopes give the UiPath® application the following permissions:

• View basic user info, including name and email
• Read sheets, including attachments and comments
• Update sheets, including attachments and comments
• Share sheets
• Delete sheets
• Create sheets
• Add and remove users and groups from your organizations
• Modify sheet columns and settings
• View account users, groups and group members
• Retrieve contacts
• Manage webhooks
• Read dashboads
• Create dashboards
• Modify dashboard names and settings
• Delete dashboards
• Share dashboards
• Read events