Smartsheet Setup & Integration Guide
Connect Huddle to your Smartsheet account with our secure OAuth 2.0 integration. Get started in minutes with our approved Smartsheet app.
Official Smartsheet Integration Partner
Huddle is an approved application in the Smartsheet ecosystem, providing native, secure integration with your Smartsheet account. Our OAuth 2.0 connection ensures your data remains in Smartsheet while Huddle adds powerful management capabilities.
Approved Smartsheet App
Listed in the official Smartsheet app directory
Secure OAuth 2.0
Enterprise-grade security with token refresh
Real-time Sync
Changes in Smartsheet instantly reflect in Huddle
Integration Features
- Multi-region support (US, EU, Gov)
- Automatic token refresh
- Read-only access options
- Multiple connections per account
- User-specific permissions
- Connection health monitoring
Quick Start: Connect in 3 Steps
Get Huddle connected to your Smartsheet account in under 5 minutes
Create Your Account
Sign up for Huddle and create your organization account. You'll get a unique subdomain for your team.
Create Account →Add Connection
Navigate to Connections in your Huddle account and click "Add Connection". Choose your Smartsheet region.
Authorize Access
Click "Connect to Smartsheet" and authorize Huddle to access your sheets. Grant the requested permissions.
Connection Types & Best Practices
Choose the right connection strategy for your organization
Personal Connections
Individual users connect their own Smartsheet accounts. Best for:
- Small teams
- User-specific permissions
- Decentralized access
Shared Connections
Admin-managed connections available to multiple users. Best for:
- Enterprise teams
- Centralized control
- Service accounts
Default Connection
Account-wide fallback connection. Automatically used for:
- New huddles
- Missing connections
- Quick setup
Required Smartsheet Permissions
When authorizing Huddle, you'll be asked to grant these permissions:
Read Sheets
View and analyze your sheets, reports, and dashboards
Write Sheets (Optional)
Required only for portal form submissions and data updates
Share Sheets
View sharing permissions and collaborate with team members
Account Information
Basic account details for connection management
Pro Tip: Use Read-Only for Huddle Lite
If you're only using Huddle Lite for configuration management, you can use a read-only connection for maximum security. Write access is only needed for portal form submissions.
Common Questions & Troubleshooting
What happens to my Smartsheet data?
Your data stays in Smartsheet. Huddle never stores your sheet data - we only access it in real-time when you're using the platform. All changes are made directly in Smartsheet.
Can I revoke access?
Yes, you can revoke Huddle's access at any time from your Smartsheet account settings under "Connected Apps" or by removing the connection in Huddle.
Do I need admin access in Smartsheet?
No, you only need access to the sheets you want to work with. However, admin or licensed sheet creator permissions allow you to see more assets.
Connection shows as "invalid"?
This usually means your authorization has expired. Simply click "Reconnect" to re-authorize. Huddle will automatically attempt to refresh tokens when possible.
Ready to Connect Huddle to Smartsheet?
Join thousands of teams using Huddle to manage their Smartsheet solutions more effectively.
No credit card required • Setup in 5 minutes • Full support included