Getting Started with SmartSync

Step 1: Create your Account

• Go to smartsyncapp.com
• Click "Join Beta Free"
• Enter your email address and create a secure password
• Check your email for a verification link and click it to verify your account

Step 2: Connect Your Smartsheet Account

• After login, you'll see a "Connect to Smartsheet" prompt on the dashboard.
• Click the button to be redirected to Smartsheet's login page.
• Enter YOUR Smartsheet credentials (we never see these).
• Review the permissions SmartSync is requesting and click "Allow".
• You'll be redirected back to the SmartSync dashboard.

Step 3: Explore Your Dashboard

Your dashboard is the command center for all your automations.

• The dashboard shows all available tools.
• Each tool card has an "Add Configuration" option.
• Your saved configurations appear as cards on the main screen.
• Status indicators (green/red) show if your syncs are working correctly.

Step 4: Configure Your First Tool

We recommend starting with Smart Forms or Dynamic Dropdown as they are easy to test.

1. Click on a tool card to open its configuration page.
2. Follow the step-by-step wizard (select sheet, map columns, etc.).
3. Save your configuration.
4. Test it! Go to your Smartsheet and make a change that should trigger the tool.

Step 5: Verify It's Working

• Make a small change in your source sheet.
• Check the destination for updates (Wait 2-5 seconds).
• Look for the green status indicator on your configuration card.