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Acumatica-Smartsheet Integration

Smartsheet Inc

Smartsheet is a modern SaaS visual project scheduling tool for tasks and resources that’s integrated with Acumatica Project Accounting to make any project professional’s job easier. Field supervisors and project managers can use Smartsheet to reschedule tasks and resources quickly and easily. Schedule changes are sent back to Acumatica to update Project Accounting. Users who perform back-office business processes such as project costing, purchasing, and expense processing can do so in Acumatica.

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Frequently Asked Questions about the Acumatica-Smartsheet integration How to install the Smartsheet integration in Acumatica

Certification:
Acumatica Certified Application
2019 R2
Connected with Acumatica
Industry Served:
Construction or Cross industries

Key features

  • Create a project in Acumatica and send to Smartsheet with project name, tasks, and start/end dates

  • Visually schedule project tasks by dragging and dropping, add additional tasks, change dates, create dependencies, and a

  • Sync any new tasks, updated dates, and percent completed between the systems

Benefits for Your Business

Benefits for Your Business

About Smartsheet Inc

Smartsheet is revolutionizing how businesses manage their projects. This world-leading SaaS platform automates visual scheduling and promotes collaboration. Millions of information workers in more than 50,000 organizations choose Smartsheet to help them accelerate business execution because the platform is easy to learn and use.

Quickly make adjustments to projects and processes as needs change. Add custom columns or write simple spreadsheet-style formulas — without the need for an administrator or a developer. According to one industry analyst, 96% of Smartsheet’s customers would recommend Smartsheet to a colleague. Smartsheet is included on Forbes “Cloud 100” list of the best private companies in cloud computing, and has been recognized as a “Cool Vendor” by Gartner.

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Resources

Datasheet 1
Datasheet 2

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