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CRM ⇄ Business productivity

Clari to Smartsheet integration — real-time, two-way sync

Keep Clari and Smartsheet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Clari and Smartsheet

Sync what happens in Smartsheet with the customer records in Clari, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Smartsheet holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Attachments, Discussions and Comments, Users and Groups, Sheets in Smartsheet to Forecast, Quota, Opportunities, Activity (Capture) in Clari with bi-directional, real-time sync. Activity and record changes in Smartsheet update the matching contact or account in Clari, and CRM data flows the other way wherever Smartsheet can store and use it.

Common use cases

  • 01 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
  • 02 Write records from a CRM or ERP into Smartsheet Rows so ops teams manage intake and status in a grid, then push status Cells back to the source.
  • 03 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 04 Pull Activity (Capture) meetings and emails, mapped to their accounts and opportunities, into a database for coverage and engagement analysis.

Common sync patterns

Where Smartsheet can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clari sync into Smartsheet, so people working there have the context without switching tools.

Where Smartsheet supplies contact or company data

Enriched fields land directly on records in Clari, and refreshes keep them from going stale.

What you can sync between Clari and Smartsheet

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Clari objects Smartsheet objects How this pairing syncs
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Quota is specific to Clari and Reports to Smartsheet — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Opportunities is specific to Clari and Attachments to Smartsheet — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. Activity (Capture) is specific to Clari and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. Account field extensions is specific to Clari and Users and Groups to Smartsheet — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Sheets The core container; each sheet has typed columns, rows, and a modifiedAt stamp. Stacksync treats a sheet as a table and syncs its rows two-way. Opportunity field extensions is specific to Clari and Sheets to Smartsheet — each maps to any object or custom field on the other side.
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Audit Events is specific to Clari and Rows to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between Clari and Smartsheet

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Clari Smartsheet Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

DeliveryEach detected change is written to Smartsheet through its API, with automatic retries and rate-limit backoff.

Smartsheet Clari Sub-second propagation

DetectionSmartsheet notifies Stacksync of record changes through webhook events. Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes.

DeliveryEach detected change is written to Clari through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • Smartsheet: 300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
What ships with Clari ⇄ Smartsheet

Connect Clari and Smartsheet for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Clari–Smartsheet connection.

Real-time

Two-way sync

Changes in Clari or Smartsheet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Smartsheet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Clari or Smartsheet record.

Observability

Monitoring

Track your Clari ⇄ Smartsheet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and Smartsheet.

How the Clari and Smartsheet connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Smartsheet

Integration surface
REST API (v2.0)
Authentication
OAuth 2.0 authorization-code flow, or a raw/personal API access token passed as a Bearer header
Change detection
Sheet-scoped webhooks subscribed to *.* events notify on row and cell changes; otherwise polling on sheet and row modifiedAt timestamps
Capabilities
read · write · webhooks
Rate limits
300 requests per minute per access token; heavy calls like posting attachments cost 10x (30/min). A 429 returns errorCode 4003, back off ~60s.
How it works

How to connect Clari to Smartsheet — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Clari and Smartsheet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Clari connected
    Smartsheet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Clari and Smartsheet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Clari ⇄ Smartsheet
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Clari Smartsheet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Clari and Smartsheet integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 427 integrations available for Clari and Smartsheet.

Popular · 4 of 427
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