Adding your Smartsheet credentials to Oomnitza

Best practice
For the integration with Oomnitza, create a dedicated user account.

For the integration with Smartsheet, you can use OAuth or API key Authentication.

API key Authentication

Obtaining your API key

To create an API key in Smartsheet:

1. Login to your Smartsheet portal.
2. Select your profile in the lower left of the screen and select Apps and Integrations.
3. Select API Access from the panel, and click Generate new access token. You need to be a paid user to generate an access token.

For further information refer to the Smartsheet API Documentation.

Adding your API key to Oomnitza

To add your API key to Oomnitza, complete the following steps:

Make life easier and add your credentials to Oomnitza before you create the integration.  

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward button > to select the integration.
4. Add your API key.
5. Click Create.

Integration not in the list? Click Advanced Mode and complete these steps:

1. Add the information details.
2. Click the AUTHORIZATION tab.
3. Ensure that API Key is selected as the Authorization type.
4. Ensure that the Token Name is Authorization
5. Enter Bearer followed by a space and your API Key. For example,Bearer l35xxxxxxxxxxxxxxxxsae05.
6. Ensure that Add to Header is selected.
7. Click Create.

OAuth Authentication

Obtaining your Client ID and Secret

To use OAuth authentication, you will need to generate a Client ID and Secret:

1. Login to your Smartsheet portal.
2. Select your profile in the lower left of the screen and select Developer Tools
3. Click Create New App
4. Enter the following redirect URL https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url 
5. Copy your Client ID and Secret

For further information refer to the Smartsheet API Documentation.

Adding your Client ID and Secret to Oomnitza

To add your Client ID and Secret to Oomnitza, complete the following steps:

Make life easier and add your credentials to Oomnitza before you create the integration.  

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration.
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

1. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential.
   2. Add the name of the owner. 
2. Ensure that OAuth 2.0 is selected as the Authorization type.
3. Ensure that Smartsheet is selected from the SaaS list.
4. Enter your Client ID, Client Secret and Scope. Enter a space-delimited list of scopes, for example: READ_USERS ADMIN_USERS
5. Click Authenticate. You are prompted to log into Smartsheet to authorize your request.
6. Click CREATE.