Frequently Asked Questions

Unite is a no-code integration platform purpose-built for Smartsheet users. It combines a robust marketplace of connectors with a centralized integration hub, allowing users to seamlessly connect Smartsheet to popular business systems. Beyond just choosing from prebuilt connectors, Unite provides a single place to build, manage, and monitor all your integration workflows. Whether you're using one connector or many, you can configure field mappings, control sync schedules, view run logs, and manage errors — all from within the Unite interface. It's designed to give Smartsheet users full control over cross-system automation without needing developers or custom code.

Unite allows users to connect Smartsheet with external applications through a simple, intuitive interface. Users can select a connector, authenticate their accounts, and configure workflows that define how data synchronizes between Smartsheet and the chosen application. This includes setting up field mappings, filters, and synchronization schedules.

Unite supports integration with a wide range of business applications across key system categories, including accounting platforms, applicant tracking systems (ATS), customer relationship management (CRM) tools, human resource information systems (HRIS), marketing platforms, and ticketing systems. The design experience is consistent across all connectors, making it easy for users to build workflows regardless of the system they're connecting to. Unite allows users to determine which specific datasets or objects within each system they want to integrate, ensuring the solution is tailored to their unique business processes. For the most up-to-date list of available connectors, visit the Unite marketplace.

Yes. Unite is purpose-built for Smartsheet users who don't have a technical or development background. You don't need to write, host, or maintain any code to use Unite. The platform offers an intuitive, no-code interface that guides you through setting up field mappings, filters, and sync schedules with ease. If you're comfortable building automations in Smartsheet, you'll feel right at home in Unite. It's designed to empower business users to automate data workflows between Smartsheet and other applications—without relying on IT or developers.

Unite supports both one-way and bi-directional data synchronization. Users can configure field mappings, apply filters, and set synchronization frequencies (e.g., hourly, daily) to ensure automated data integration across connected applications.

Yes. Unite is built with enterprise-grade security at its core. All data transmitted through Unite is encrypted in transit using TLS 1.2+ to protect against unauthorized access. Sensitive metadata is encrypted at rest using industry-standard encryption protocols. Role-based access control (RBAC) ensures that only authorized users can access and manage workflows, and all integrations are authenticated using secure OAuth-based authorization methods.

Unite is hosted within a closed, secure virtual private cloud (VPC) and is designed with a decentralized, fault-tolerant architecture to improve resilience and reduce systemic risk. Access credentials and authentication tokens are isolated in secure environments and are never embedded directly within application logic.

SoftwareX is SOC 2 Type II certified, validating that their security controls are not only well designed but also operating effectively over time. This certification reflects their ongoing commitment to protecting customer data and meeting rigorous security and compliance standards. If your organization requires additional documentation or would like to conduct a security review, their team is happy to collaborate with your security and compliance stakeholders.

Yes. They offer a guided trial program, and they encourage all prospective customers to take advantage of it. This trial allows you to validate that you're receiving the right data from your external systems into Smartsheet and to evaluate whether any additional support is needed to build out your integrated Smartsheet solution. During your trial, their team is available to assist with setup, answer questions, and help ensure you're set up for long-term success.

Unite offers three flexible annual subscription plans — Basic, Advanced, and Unlimited — each designed to support different levels of integration needs.

The Basic Plan is ideal for lightweight use cases with a limited number of connected Smartsheet sheets. It includes core features like one-way data sync, scheduled automations, flexible field mapping, and no-code workflow creation.

The Advanced Plan builds on the Basic Plan by allowing you to not only pull data into Smartsheet but also update data in the external system based on Smartsheet changes. It supports a higher number of integrated sheets and offers upgrade options for faster sync intervals and additional workflow capacity. However, it does not include Smartsheet Control Center compatibility.

The Unlimited Plan is built for enterprise teams managing complex, large-scale integrations. It includes unlimited integrated sheets, supports bi-directional data flows including record creation and updates, and is the only plan that supports integration with Smartsheet Control Center provisioned sheets.

All plans include access to the Unite no-code builder, error handling and run logs, scheduled syncing, and standard onboarding and support. You can also augment any plan with additional features such as more connected sheets, faster sync intervals, or professional services to help design and implement your integrated Smartsheet solution.

All Unite subscribers receive access to a dedicated support team, available to assist with:

• Account setup and connector authentication
• Workflow troubleshooting and sync errors
• Error logging and resolution
• General product questions related to Unite features and functionality

Support is provided via ticket-based email support, with Zoom-based troubleshooting available as needed.

For customers who need help beyond setting up workflows — such as structuring sheets, reports, or dashboards for integration compatibility — they offer professional services packages at an additional cost. These packages are ideal if you need:

• Help designing a Smartsheet solution architecture tailored to your integration use case
• Support building automated dashboards or reporting structures
• Optimization of workflows to reduce errors and manual effort
• Scalable integration design that aligns with your team's structure and data flow

If you're comfortable designing your integrated Smartsheet solution, implementation services are not required. Their guided trial is designed to help you evaluate the integration, verify that it meets your data and workflow needs, and determine whether you'd benefit from additional support. For customers who want help, they have a team of Smartsheet experts ready to assist with solution design, dashboarding, and architecture for an additional implementation cost.

In cases where you're planning a large-scale integration — such as connecting Unite with Smartsheet Control Center, working across many integrated sheets, or building reporting and dashboards — they strongly recommend implementation services to ensure a smooth solution launch.

If you do not see the system you wish to integrate with, SoftwareX provides integration services to develop a custom application that integrates into your system of interest. Please contact SoftwareX via the contact form on their website to discuss your needs further.

Currently, Unite is only available to Smartsheet users on the US region plan, regardless of your physical location. It is not available for customers on Smartsheet EU, Smartsheet APAC, or Smartsheet Gov.

Heimdall DLP is a Data Leak Prevention (DLP) tool specifically designed for Smartsheet and Smartsheet users. It offers comprehensive event monitoring and proactive measures to protect sensitive data within Smartsheet, enabling organizations to maintain data security and compliance standards.

Heimdall DLP is ideal for organizations that need to protect data across their Smartsheet plans. It's particularly suited for industries requiring stringent data protection or for businesses that need to keep intellectual property confidential while benefiting from Smartsheet's collaborative features. Heimdall DLP users must be Smartsheet system administrators, and their Smartsheet plan must have access to the Event Reporting API (available as a standalone subscription or included with Smartsheet Safeguard). Contact them if you need assistance confirming your plan's compatibility.

Heimdall DLP enables users to create custom rules to monitor specific data types and user actions within Smartsheet. When a rule violation is detected, Heimdall DLP can automatically take actions such as sending alerts, unsharing sheets, or transferring assets to a secure workspace to uphold data security.

Heimdall DLP can detect a wide range of sensitive data types, including:

• Personally Identifiable Information (PII) across different regions (Americas, EMEA, APAC)
• Financial and banking information
• Healthcare data, including PHI
• Network and hardware data (e.g., IP addresses)
• API keys and other sensitive secrets
• Sensitive images and document content (e.g., credit card numbers, passport information)

Heimdall DLP can track various user actions, such as access token creation, bulk user updates, dashboard creation, and more. Users can customize Heimdall DLP to monitor critical events and respond to unauthorized or suspicious activities, providing an additional layer of security to their Smartsheet environment.

The rule-building process is straightforward:

1. The system administrator connects their Smartsheet account and selects whether to monitor specific user actions (e.g., sharing or editing sheets) or data entries (e.g., detecting PII or financial data).
2. Users configure rules to specify which data or events to monitor and select actions (e.g., log, email, share, move, unshare) that should occur if a violation is detected.
3. Multiple rules can be created and adjusted as needed, with violations displayed on a centralized dashboard that includes real-time logs and visualizations.

Heimdall DLP is uniquely designed for Smartsheet, providing a seamless, integrated experience without requiring custom coding or complex setups. Leveraging Smartsheet's Event Reporting API, Heimdall DLP is a purpose-built DLP solution tailored to Smartsheet users.

When a rule violation is detected, Heimdall DLP offers several action options:

• Logging the event
• Sending an alert email to designated recipients
• Sharing or unsharing the document with specific collaborators
• Moving the document to a secure workspace
• Transferring ownership to a secure user

To use Heimdall DLP, customers must have access to Smartsheet's Event Reporting API, either as a standalone subscription or included with the Smartsheet Safeguard package. Setup involves connecting Heimdall DLP to your Smartsheet account and configuring security rules through its intuitive rule-building interface.

Yes. Heimdall DLP is built with a security-first, minimal data retention architecture. Heimdall processes Smartsheet events securely over TLS, encrypts all data at rest, and avoids storing customer-entered content wherever possible. Sensitive information is handled transiently during processing and is not logged or retained. Stored data is limited primarily to Smartsheet object IDs, configuration metadata, and securely encrypted API credentials, which are isolated in dedicated secrets storage.

SoftwareX is SOC 2 Type II certified, validating that Heimdall's data handling, access controls, and operational security practices are independently audited and operating effectively over time.

Pricing for Heimdall DLP is based on the volume of data in a customer's Smartsheet environment and whether or not events and data will be monitored. There are two plan types:

• Pro Plan: Includes monitoring and remediation actions for events taken in Smartsheet, with a flat annual subscription fee.
• Premium Plan: Includes monitoring and remediation actions for both events taken and data entered in Smartsheet, with a flat annual subscription fee plus an additional fee based on the volume of data scanned (per GB or TB).

Contact SoftwareX to discuss your data requirements and plan size.

Currently, Heimdall DLP is focused solely on Smartsheet environments and does not integrate with these tools. Future updates will explore potential integrations based on customer demand. If your organization is looking to incorporate Heimdall DLP data into these additional tools, contact them to discuss your needs.

Heimdall DLP scans all Smartsheet content inclusive of sheets, reports, dashboards, workspaces, users, and files stored. This is inclusive of not just grid data but asset names, rich text widgets in dashboards, sheet summary, etc. The file storage limit documented by Smartsheet only includes the size of attachments and not all other Smartsheet content which Heimdall DLP would scan.

Heimdall DLP usage is calculated by a number of factors that incur over the course of the annual subscription and reset upon subscription renewal. The variables which account for incurring data usage in Heimdall DLP are:

• User Controlled Scanning – Amount of data that is scanned is controlled by Heimdall DLP users. It is not a running tally of files attached within Smartsheet.
• Go-Forward Scanning Rules – Users have the ability to apply scanning so that data is scanned on a go-forward basis only. This incurs an increment of increasing usage every time Smartsheet is updated.
• Including Attachments – Users can also choose to apply certain scanning capabilities to include or exclude attachments. Attachments, based on file type and size, commonly account for the largest percentage of storage in a plan.

Contact SoftwareX to help you forecast your planned usage and recommend the best subscription plan based on your anticipated needs.