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Smartsheet Integration Guide

Learn how to connect Smartsheet to Drata. This connection supports the following types: Access Reviews (UAR).

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The Smartsheet integration enables security and compliance teams to automate User Access Reviews (UAR) by syncing user access data directly from Smartsheet. This helps organizations review who has access to Smartsheet and maintain accurate access records for compliance monitoring.


Key Capabilities

  • User Access Review Data Sync: Import Smartsheet user access data into Drata

  • Access Governance: Monitor which users have access to your Smartsheet environment

  • Compliance Monitoring: Maintain visibility into system access to support audit and compliance workflows

This integration supports User Access Review workflows, helping demonstrate compliance with access control policies.


Prerequisites & Data Access

Smartsheet Access Requirements

  • You must have Administrator privileges in your Smartsheet account.

  • Your organization must have a Smartsheet Business plan or higher.

  • You must create a Smartsheet OAuth application using Smartsheet Developer Tools.

Note: Creating an OAuth application requires a Smartsheet Developer account. If you do not have one, you can register at: https://developers.smartsheet.com/register/

Drata Role Requirements

  • To create or modify connections, you must have one of the following Drata roles with write access: Admin, Workspace Manager, or DevOps Engineer

  • Access Reviewers can view the connection page but cannot create or modify connections


Permissions & Required Access

Permission / Access

Why It’s Needed

Client ID

Identifies the Smartsheet OAuth application used for authentication

Client Secret

Authenticates the Smartsheet OAuth application


Step-by-Step Setup

Step 1: Create a Smartsheet OAuth Application

  1. Log in to your Smartsheet account.

  2. Select your profile icon in the bottom-left corner.

  3. Select Developer Tools.

  4. In the Developer Tools page, select Create New App.

  5. Enter the following application details:

    • App name

    • Description

    • URL – You can use your organization’s homepage URL

    • App contact/support – Enter your email address

    • App redirect URL

    https://api.stackone.com/connect/oauth2/smartsheet_iam/callback
  6. Leave Publish App blank.

  7. Select Save.

Expected outcome:
A Smartsheet OAuth application is created.


Step 2: Retrieve Application Credentials

After saving the application, Smartsheet will display the application credentials.

Copy and securely store the following values:

  • Client ID (App client id)

  • Client Secret (App secret)

Expected outcome:
You have the Client ID and Client Secret required to authenticate the integration.


Step 3: Connect Smartsheet in Drata

  1. Log in to Drata → go to the Connections page.

  2. Navigate to your Available Connections.

  3. Search for and start the Smartsheet connection process.

  4. Enter the following information when prompted:

  • Client ID

  • Client Secret

Expected outcome:
Smartsheet is successfully connected and user access data begins syncing to Drata.


Important Notes

  • Authentication method: The Smartsheet integration uses OAuth application credentials.

  • Developer account requirement: Creating an OAuth application requires access to Smartsheet Developer Tools.

  • Security best practice: Store OAuth credentials securely and rotate them according to your organization’s security policies.

  • Network restrictions: If your organization uses a Web Application Firewall (WAF), ensure required Drata IP addresses are allowlisted so the connection can be established.

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