Before you can build a workflow, sign in to SoftwareX and authorize the external system you want to sync with Smartsheet. Connecting an account takes a couple of minutes and unlocks the ability to build integrated workflows across your tech stack.
Prerequisites
- An existing Smartsheet account. You do not need to create a new account to use Unite.
- Valid credentials for the external system you want to connect, such as Azure DevOps or QuickBooks Online. See the full list of Unite integrations for every supported connector.
Connecting an account
Step 1: Access the SoftwareX application
- Visit thesoftwarex.com.
- In the top right corner, click Login.
Step 2: Sign in with Smartsheet
- On the SoftwareX login screen, click Sign in with Smartsheet. Use your existing Smartsheet credentials — you do not need to create a new account.
- Allow access to your Smartsheet account. This lets the connector sync data with sheets you have permission to edit or administer, and create new sheets if you are a licensed user.
Step 3: Access Unite
- After signing in, you see a logo for each SoftwareX product available to you.
- Click Unite, the hub for all Smartsheet connectors.
Step 4: Select your connector
Browse or search for the system you want to connect, and click its icon.
Step 5: Sign in to your external account
- Sign in to the system you chose to connect, such as QuickBooks Online or Azure DevOps.
- Enter your credentials to allow the connector to access the data you have permission to view and edit in that system.
Once connected, the account details show:
- Application logo
- Connection name
- Usage (number of integrated sheets configured)
- Date added
- Connection owner
- Additional users (premium feature)
- Options to rename or delete the connection
After your account is connected, you are ready to build your first integration. See Creating a workflow in Unite.