With the Lucid Cards for Smartsheet integration, you can work with Smartsheet rows in a more visual and collaborative way. Use Lucid Timelines to ensure milestones are met and Dynamic Tables to instantly organize, filter, and track Smartsheet rows. This connection ensures that whether you are converting sticky notes into actionable tasks or adjusting deadlines in real-time, your data remains synchronized across both platforms, keeping your entire team aligned on the latest project status.
Plan availability: Enterprise only.
Install the Lucid Cards for Smartsheet integration
To install the Lucid Cards for Smartsheet integration:
- Navigate to the Smartsheet integration listing in the Integrations Marketplace.
- Click Connect from the top-right corner of the page.
The integration is now installed. Open a Lucidspark board and continue with the steps in the next section.
Link Lucidspark with Smartsheet
To authenticate Lucidspark into Smartsheet, follow these steps the first time you use the integration in a Lucidspark board.
- Click
the More tools icon from the Primary Toolbar on the left-side of the canvas.
- Select
the Smartsheet (New) icon from the options that appear.
- Click Import rows.
- In the pop-up panel, click Authorize.
- Sign into Smartsheet in the new tab that opens.
- Click Allow to give Lucid permission to access Smartsheet.
You can now import Smartsheet rows into your Lucidspark board.
Import existing Smartsheet rows as Lucid Cards
To import existing Smartsheet rows into Lucidspark as Lucid Cards, follow these steps:
- In a Lucidspark board, select
- Click Import rows.
- Under “File Type” search for the sheet from Smartsheet you want to import rows from.
- Select the sheet you want to import rows from.
- Click Choose File.
- Optionally, map Lucid fields to your Smartsheet fields by using the dropdowns to the right of each Lucid field option.
- It is highly recommended that you map as many fields as possible. Features such as Timelines, Dynamic Tables, and Planning and tracking tools are most effective when fields such as User, Status, Start date, and Estimate are mapped to Smartsheet.
- To automatically map your Smartsheet fields to the corresponding Lucid fields, click Auto assign at the top of the panel.
- Click Save.
- Using the checkboxes, select which rows from Smartsheet you want to import as Lucid Cards.
- Click Finish.
Lucidspark will import the tasks onto the board as Lucid Cards that are synced with Smartsheet. Any changes you make in Lucid will be reflected in Smartsheet and any changes you make in Smartsheet will be reflected in Lucid.
Add Lucidspark content to a Smartsheet row
Add a new Smartsheet row in Lucidspark
- In a Lucidspark board, select
- Click New row.
- Under “Smartsheet”, type the name of the sheet you want to add the row to, then select it from the dropdown.
- Fill in the fields that appear, as needed.
- Click Create.
A new Lucid Card will appear on the board and a new row will appear in your Smartsheet project.
Convert existing shapes into Lucid Cards
You can convert any sticky note or shape in Lucidspark into a Lucid Card that is synced with Smartsheet. This will add a row to your sheet in Smartsheet.
- Right-click the shape you want to convert to a Lucid Card.
- Hover your cursor over “Convert to card”.
- Select Smartsheet (New) row.
- Under “Smartsheet”, type the name of the sheet you want to add the row to, then select it from the dropdown.
- Fill in the fields that appear as needed.
- Click Create.
A new Lucid Card will appear on the board and a new row will appear in your Smartsheet project.
Edit Lucid Card details
To edit the details of Lucid Cards for Smartsheet and keep things up to date with the two-way sync, follow these steps:
- Select a Lucid Card on the Lucidspark board.
- Click
the Edit details icon from the context menu that appears.
- In the panel that appears on the right side, edit cell values using the drop-downs.
Lucid Cards and Smartsheet rows stay in two-way sync. Any changes made in one platform automatically reflect in the other. However, removing a Lucid Card or a Smartsheet row will not delete its counterpart in the other application.
Recommended features
Here are more ways to get the most out of Lucid Cards for Smartsheet:
- Leverage Timelines to organize Smartsheet rows.
- Organize Smartsheet rows into Dynamic Tables.
- Track progress and measure workload with planning and tracking tools.
FAQ
Who can make changes to Smartsheet in Lucidspark?
If you share a Lucidspark board with synced Smartsheet data, collaborators will see the Smartsheet items but cannot make changes until they connect their own Lucidspark account with Smartsheet. Once connected, collaborators can make changes to Smartsheet rows, as well as create new ones, if they have permission to edit those rows in Smartsheet.
If I make changes in Smartsheet, will those changes show in Lucidspark?
Yes, the integration is a two-way sync. Changes you make to a Lucid Card are automatically updated in the Smartsheet platform. Likewise, details updated and saved in a linked Smartsheet row are reflected in the linked Lucid Card.
An exception to the two-way sync is deleting a card or row. If a Lucid Card is deleted from a board, the associated Smartsheet row will not be deleted and vice versa.
Can I create a new Smartsheet from Lucidspark?
No, you can’t create a new Smartsheet project from Lucidspark. You’ll need to create the Smartsheet project from Smartsheet before you can add rows from Lucidspark.
Why isn't the field I want for "Estimate" appearing when I map Lucid fields with Smartsheet fields?
The “Estimate” field must correspond with a text/number field in Smartsheet. If Lucid detects anything other than a text/number field in Smartsheet, it won’t appear as an option.
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