User Authorization - Smartsheet Templates

Hello,

Can you provide a screen shot, please? In order to help, I’d like to understand what buttons you clicked on, what fields you populated, and in what screen you are working. I’d like to know more detail about the steps leading up to the error.  Thank you.

HI @Aschneid 

Ensure that you have the Customizer Role. 

I have the customizer role activated, I was able to pick that up in a previous thread. I appreciate your response. 

HI @Aschneid 

Here is a GitHub article on the smartsheet integration, it also talks about user set up. 

Here it is:

https://github.com/Acumatica/Acumatica-Smartsheet

@laura01 Here is a screen shot of the message I'm receiving from ACU. I'm working within project preferences under the Smartsheet settings tab. I receive this message when i click on “Load Smartsheet Templates”. I’ve used the Github link provided above by @kbeatty21 as my guide.

I am noticing now that the Smartsheet token is showing disconnected (under my profile) even though I’ve completed, and repeated this step a few times now. This is likely related to the user authorization error I’m receiving. 

Aschneid wrote:

@laura01 Here is a screen shot of the message I'm receiving from ACU. I'm working within project preferences under the Smartsheet settings tab. I receive this message when i click on “Load Smartsheet Templates”. I’ve used the Github link provided above by @kbeatty21 as my guide.

I am noticing now that the Smartsheet token is showing disconnected (under my profile) even though I’ve completed, and repeated this step a few times now. This is likely related to the user authorization error I’m receiving. 

 

 

It does not appear to need a special role in Acumatica though. 

Hello, @Aschneid , I don’t think I can help you further.

Hello @Aschneid , I noticed a new post about SmartSheets and wanted to call it to your attention. It’s your chance to give feedback and possibly receive help from the experts:

• Smartsheet integration with Acumatica

@Aschneid, did you get a resolution to this?  Having the exact same issue with not being able to connect.  Everything appears to be configured in Smartsheet and Acumatica correct, but profile still shows Smartsheet is disconnected.

HI @jleveson50 

Did you look at the GitHub link for the integration?

Yes, I believe that is only location that the integration and documentation is located.  Not sure if it’s a security or URL mapping issue.