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

Keep eClinicalWorks 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 eClinicalWorks and Smartsheet

Stop re-entering the same information in eClinicalWorks and Smartsheet: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Documents, Diagnostic reports, Patients, Appointments in eClinicalWorks with Rows, Columns, Cells, Reports in Smartsheet in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • 02 Sync patient demographics and appointments into a CRM so patient outreach and intake teams work from current data.
  • 03 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
  • 04 Mirror Users and Groups from an HR system or directory so sheet sharing and workspace access stay aligned with headcount changes.

Common sync patterns

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where Smartsheet is where the team documents or plans: keep its data fed

Information that originates in eClinicalWorks stays current in Smartsheet instead of going stale after a one-time paste.

What you can sync between eClinicalWorks 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.

eClinicalWorks objects Smartsheet objects How this pairing syncs
Documents Clinical notes and attachments referenced from the chart. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Documents is specific to eClinicalWorks and Attachments to Smartsheet — each maps to any object or custom field on the other side.
Diagnostic reports Structured result reports grouping observations for a study or panel. Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. Diagnostic reports is specific to eClinicalWorks and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side.
Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs. Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. Patients is specific to eClinicalWorks and Users and Groups to Smartsheet — each maps to any object or custom field on the other side.
Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach. 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. Appointments is specific to eClinicalWorks and Sheets to Smartsheet — each maps to any object or custom field on the other side.
Encounters Visit records tying diagnoses, providers, and billing context together. Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Encounters is specific to eClinicalWorks and Rows to Smartsheet — each maps to any object or custom field on the other side.
Practitioners Provider records used to keep directories and scheduling systems consistent. Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Practitioners is specific to eClinicalWorks and Columns to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between eClinicalWorks 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.

eClinicalWorks Smartsheet Interval-based propagation

DetectionStacksync polls eClinicalWorks for changes on an incremental schedule, reading only records changed since the previous pass. HL7 interface feeds push event messages as they occur.

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

Smartsheet eClinicalWorks 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 eClinicalWorks through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • eClinicalWorks: Subject to the platform's API rate limits and interface throughput agreements.
  • 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 eClinicalWorks ⇄ Smartsheet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever eClinicalWorks 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 eClinicalWorks or Smartsheet record.

Observability

Monitoring

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

Trading partners

EDI

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

How the eClinicalWorks and Smartsheet connectors work

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements

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

    Choose tables

    Pick the eClinicalWorks 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 · eClinicalWorks ⇄ 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
    eClinicalWorks Smartsheet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

eClinicalWorks 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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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 444 integrations available for eClinicalWorks and Smartsheet.

Popular · 6 of 444
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