How to create a Smartsheet Connection?

In this tutorial, you will learn how to create a connection and link it to a Smartsheet account. This will allow you to define tasks that will run whenever you need them.

In the middle section of the "Resources / Smartsheet Connections" page, click the "Add Connection" button.

Now, select the Name field.

Type the desired name for your connection.

Select the connection status; it is set to Active by default.

Select the time zone that the connection will use when executing scheduled tasks.

Select the language in which you want your notifications to be sent.

In this field, you will need to save your Smartsheet API Key or Token; we will generate it in the following steps.

Go to Smartsheet and log in with the account that will host the Klon. Then, click on your profile icon.

Click on "Apps & Integrations"

Click on "API Access".

Click on "Generate new access token".

Type a name for the Token or API Key. It is recommended to use a descriptive name. A good idea is to identify it with the connection name or "Klonup Connection".

Click "OK".

Select and copy the Token or API Key value. Keep in mind that once you close this window, you will no longer have access to this value.

Paste the copied token or API key value into the corresponding field.

Click on Validate.

Make sure the email address of the Smartsheet account appears to confirm that it has been validated successfully.

Click on "Create Connection".

Your new connection will now appear in your connections list.

This guide covered the complete process of creating a Klon, from the initial setup in Smartsheet to validating the API key in Smarsheetbackup-dev. Follow the steps provided to successfully complete this employee training.