Question

How to load user-defined Smartsheet templates into Acumatica?

  • 22 March 2021
  • 0 replies
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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?

 


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