How to load user-defined Smartsheet templates into Acumatica?

  • 22 March 2021
  • 0 replies

The SMARTSHEET SETTINGS tab added to Projects Preferences by the Acumatica/Smartsheet integration provides the ability to load Smartsheet templates into Acumatica.  You then map fields in the Smartsheet templates to Acumatica fields.  Invoking this features loads a number of existing templates.  What I’m not able to determine is, how do I add to this list Smartsheet templates that I've created myself?


0 replies

Be the first to reply!


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2020  Acumatica, Inc. All rights reserved