All Collections
Pair with task automation tools
Make and Geckoboard
Display SmartSheet project updates in Geckoboard using Make
Display SmartSheet project updates in Geckoboard using Make

Steps to pair SmartSheet with datasets to display row updates from SmartSheet.

Updated over a week ago

Use Datasets and to display SmartSheet project row updates on your Geckoboard dashboard. We'll make a new scenario in that connects both your SmartSheet and Geckoboard accounts before linking it to a new dataset.

Example SmartSheet widgets built using Make and Geckoboard
  1. On your Make Dashboard, click Create a new scenario in the top-right corner.

  2. In the scenario editor screen, choose SmartSheet as the trigger app to start your scenario.

  3. Choose the Watch Rows module. This will trigger an update whenever a new row is added to a sheet.

    Create a connection between Make and SmartSheet
  4. Create a connection to add your SmartSheet account to Make.

  5. Grant access to Make in the popup window. If prompted to sign in to your SmartSheet account, do so first and then grant access.

  6. Select the Sheet you want to trigger when rows are added, then click OK.

    Select the SmartSheet you want to watch rows
  7. Set a Limit for the number of results to be worked with during one execution cycle. The default is set to 2.

  8. Click OK to continue.

  9. Choose where to start watching rows from. This can give you access to historical records. Click OK to continue.

    Choose when to start watching rows from
  10. Now, click the right ear of the first module, and it will pop up a screen for you to add the next module. In this case, add Geckoboard's Create dataset.

  11. Now, you will have to create a connection to Geckoboard. For this, you'll need to access your Geckoboard API key.

  12. Before we define the structure of our dataset first give it an ID. Make sure to keep to lowercase letters, digits and no spaces.

    Connect Geckoboard to Make
  13. Next, add the Schema fields that describe the columns that will make up our dataset. For our example, we'll add 5 fields:

    1. Completed date (Date)

    2. Owner (String)

    3. Health (String)

    4. Status (String)

    5. Task (String)

  14. Click OK to continue.

  15. To create the dataset, click the 'Run Once' button to run a test.

  16. Now, add another module. In this case, add Geckoboard's Send Multiple Records to Dataset.

  17. Next, select your new dataset from the list.

  18. Lastly, you will have to map the fields that you want to send from SmartSheet to your dataset schema. Click each field and select the corresponding field from your sales invoice data.

    Match your dataset fields with your SmartSheet data
  19. Click OK to continue.

  20. Before the scenario is activated, you should test it again. Click the 'Run Once' button to run a test.

  21. Schedule how often your scenario will trigger by clicking the clock icon. The default setting is every 15 minutes.

  22. To activate your scenario, switch the ON/OFF toggle to ON.

  23. Finally, return to Geckoboard and add a new dataset widget powered by your SmartSheet data. If you would like to learn more about creating dataset widgets, you can see our guide to creating visualizations from datasets.

Example SmartSheet widgets built using Make and Geckoboard
Did this answer your question?