Resource Management by Smartsheet Setup Guide Lite

Follow our setup guide to connect Resource Management by Smartsheet to Fivetran.

Prerequisites

To connect Resource Management by Smartsheet to Fivetran, you need a Resource Management by Smartsheet account.

Log in to your Resource Management by Smartsheet account.
On the bottom right of your page, click on the Profile icon and select Personal Settings....
On the navigation menu, select API Access and then click Generate new access token.
Make a note of the API token. You will need it to configure Fivetran.

In the connector setup form, enter your chosen Destination schema name.
Enter the API token you generated in Step 1.
(Hybrid Deployment only) If your destination is configured for Hybrid Deployment, the Hybrid Deployment Agent associated with your destination is pre-selected in the Select an existing agent drop-down menu. To use a different agent, select the agent of your choice, and then select the same agent for your destination.
Click Save & Test. Fivetran will take it from here and sync your Resource Management by Smartsheet data.