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NextGen Healthcare to Smartsheet integration — real-time, two-way sync

Keep NextGen Healthcare 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.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect NextGen Healthcare and Smartsheet

Stop re-entering the same information in NextGen Healthcare 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 Charges & Billing, Patients, Appointments, Encounters in NextGen Healthcare with Attachments, Discussions and Comments, Users and Groups, Sheets 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 Sync patient demographics into a CRM for engagement and intake workflows.
  • 02 Push appointment schedules to reminder and communication tools and write confirmations back.
  • 03 Two-way sync a project-tracker Sheet's Rows with a Postgres table so engineering works in SQL while project managers stay in Smartsheet.
  • 04 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.

Common sync patterns

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

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

Handoffs between teams

When work started in one tool continues in the other, the shared fields travel with it automatically.

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.

What you can sync between NextGen Healthcare 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.

NextGen Healthcare objects Smartsheet objects How this pairing syncs
Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. Insurance / Coverage is specific to NextGen Healthcare and Columns to Smartsheet — each maps to any object or custom field on the other side.
Charges & Billing Practice-management financial data synced for revenue-cycle analytics. Cells Row-by-column values; writes must match the column type and no single cell can exceed 4,000 characters. Charges & Billing is specific to NextGen Healthcare and Cells to Smartsheet — each maps to any object or custom field on the other side.
Patients Demographic records synced to CRMs and engagement tools for outreach and intake. Reports Read-only roll-ups spanning multiple sheets; pulled into a warehouse for cross-sheet reporting, capped at 50,000 rows. Patients is specific to NextGen Healthcare and Reports to Smartsheet — each maps to any object or custom field on the other side.
Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting. Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. Appointments is specific to NextGen Healthcare and Attachments to Smartsheet — each maps to any object or custom field on the other side.
Encounters Visit records landed in analytics stores for utilization and quality reporting. Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. Encounters is specific to NextGen Healthcare and Discussions and Comments to Smartsheet — each maps to any object or custom field on the other side.
Providers Clinician and location directories kept consistent across scheduling and web systems. Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. Providers is specific to NextGen Healthcare and Users and Groups to Smartsheet — each maps to any object or custom field on the other side.

How changes propagate between NextGen Healthcare 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.

NextGen Healthcare Smartsheet Interval-based propagation

DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.

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

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

Rate-limit considerations

  • NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access 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 NextGen Healthcare ⇄ Smartsheet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever NextGen Healthcare 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 NextGen Healthcare or Smartsheet record.

Observability

Monitoring

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

Trading partners

EDI

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

How the NextGen Healthcare and Smartsheet connectors work

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access 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 NextGen Healthcare 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 NextGen Healthcare 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
    NextGen Healthcare connected
    Smartsheet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

NextGen Healthcare 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 375 integrations available for NextGen Healthcare and Smartsheet.

Popular · 4 of 375
All NextGen Healthcare integrations All Smartsheet integrations Browse all integrations
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