Smartsheet

Smartsheet offers a rich set of views, workflows, reports, and dashboards to capture and track your plans, resources, and schedules.

In order to integrate Smartsheet with Relyance AI you will need a Smartsheet API Token.

#In Smartsheet:

1. Login to your Smartsheet account.
2. From the homepage, click your account icon in the left-hand navigation menu at the bottom.
3. Select Personal Settings....
4. Click the API Access tab.
   
5. Click the Generate new access token button.
6. Provide a name for the new token and click OK.
7. You will be presented with your Smartsheet API token inside a text box. Copy this key to be used in Relyance AI. Note: You will not be able to access the API Key again after you leave this screen.

#In the Relyance AI application:

1. Login to your Relyance account.
2. Navigate to the Settings Menu in the bottom left-hand side.
3. Select Integrations.
4. Click on the Vendor Integration tab.
5. Find the Smartsheet integration card and click it to open its connections.
6. Under Authentication Method, choose Custom.
7. Paste the Smartsheet API Token into its respective field.
   
8. Click Authenticate.
9. At this point, you should see the following result on the Vendor Integrations page:
   
10. Congratulations, you are now connected to Smartsheet.

#Manage this integration with Terraform

Connections for this integration can be managed as code with the Relyance Terraform provider. Non-secret fields go in auth.params; secret fields go in auth.secrets_wo, which is write-only — never stored in Terraform state. Rotate secrets by bumping auth.secrets_wo_version.

resource "relyance_integration_connection" "smartsheet" {
  vendor = "smartsheet"
  name   = "<your connection name>"

  auth = {
    method = "api-key"
    params = {
      data_storage_location = "us"
    }
    # Secret fields are write-only: sent to Relyance, never stored in state.
    secrets_wo = {
      api_key = var.smartsheet_api_key
    }
    secrets_wo_version = 1
  }

  scans = { "data-inspection" = { enabled = true } }
}