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Business productivity ⇄ Human resources

Smartsheet to Success Factors integration — real-time, two-way sync

Keep Smartsheet and Success Factors 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 Smartsheet and Success Factors

Keep the people, teams, and status that Smartsheet and Success Factors share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.

Each tool in Smartsheet keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Success Factors is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.

Stacksync syncs Columns, Cells, Reports, Attachments in Smartsheet with Foundation Objects (FODepartment, FOLocation, FOCostCenter), Position, PerEmail and PerPhone, User in Success Factors bi-directionally and in real time. A person added, moved, or offboarded in Success Factors creates or updates the matching user in Smartsheet within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where Smartsheet captures details of its own, such as a corrected contact or a login identity, those can flow back to Success Factors in whichever direction you configure.

Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.

Common use cases

  • 01 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.
  • 02 Pull Reports and Sheets into a warehouse for cross-project reporting and dashboards without manual CSV exports.
  • 03 Two-way sync of User and EmpJob (position, department, manager, cost center) into Postgres so provisioning, internal apps, and analytics read current org data in SQL while HR edits in SuccessFactors.
  • 04 Push new hires (PerPerson, EmpEmployment, EmpJob) into an ERP or payroll system so account, cost-center, and payroll setup fire on hire instead of manual Integration Center exports.

Common sync patterns

One employee directory

A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.

Org and team structure kept current

Department, team, and reporting-line changes from Success Factors keep the groups, queues, or projects in Smartsheet assigned to the right people.

Where Smartsheet routes or assigns work by person: assignments follow the org

When someone changes teams or managers in Success Factors, the queues, ownership, or approvals in Smartsheet update to match, so work reaches whoever holds the role now.

What you can sync between Smartsheet and Success Factors

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.

Smartsheet objects Success Factors objects How this pairing syncs
Attachments Files linked to rows or sheets; posting one carries a 10x rate cost, so bulk file sync is throttled to 30 per minute. EmpEmployment Employment record tying a person to an employment period (hire, service dates); carries lastModifiedDateTime used for incremental polling. Attachments is specific to Smartsheet and EmpEmployment to Success Factors — each maps to any object or custom field on the other side.
Discussions and Comments Threaded comments on rows and sheets; read out to sync collaboration history or activity into another system. EmpJob Effective-dated job info: position, department, manager, FTE, pay grade, cost center; the most-synced record for downstream HR and provisioning. Discussions and Comments is specific to Smartsheet and EmpJob to Success Factors — each maps to any object or custom field on the other side.
Users and Groups Account membership and sharing; synced to keep an HR or identity source aligned with sheet and workspace access. EmpCompensation Effective-dated pay and compensation; usually read into a warehouse for reporting, writable for comp updates as new dated slices. Users and Groups is specific to Smartsheet and EmpCompensation to Success Factors — each maps to any object or custom field on the other side.
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. Foundation Objects (FODepartment, FOLocation, FOCostCenter) Org-structure master data (department, location, cost center, division); mastered elsewhere and written in, or read out to build org charts. Sheets is specific to Smartsheet and Foundation Objects (FODepartment, FOLocation, FOCostCenter) to Success Factors — each maps to any object or custom field on the other side.
Rows Records inside a sheet, each with createdAt/modifiedAt and cells keyed by columnId; the primary unit synced to and from external tables. Position Position Management records for headcount and requisition planning; synced with an ATS or ERP to keep positions and reqs aligned. Rows is specific to Smartsheet and Position to Success Factors — each maps to any object or custom field on the other side.
Columns Define sheet schema and cell type (TEXT_NUMBER, DATE, CONTACT_LIST, PICKLIST, CHECKBOX); read via the API so field mappings can be generated. PerEmail and PerPhone Contact sub-entities under PerPerson; synced two-way with a directory or comms system to keep worker contact data current. Columns is specific to Smartsheet and PerEmail and PerPhone to Success Factors — each maps to any object or custom field on the other side.

How changes propagate between Smartsheet and Success Factors

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.

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

Success Factors Smartsheet Sub-second propagation

DetectionSuccess Factors notifies Stacksync of record changes through webhook events. Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling).

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

Rate-limit considerations

  • 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.
  • Success Factors: OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
What ships with Smartsheet ⇄ Success Factors

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Smartsheet or Success Factors 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 Smartsheet or Success Factors record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Smartsheet and Success Factors connectors work

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.

Success Factors

Integration surface
OData V2 and V4 REST APIs (plus legacy SFAPI / Compound Employee SOAP API)
Authentication
OAuth 2.0 SAML Bearer Assertion — register an OAuth client for an API key (used as client_id), then exchange a signed SAML assertion for a short-lived access token; legacy HTTP Basic auth is being retired
Change detection
Polling on each entity's lastModifiedDateTime / lastModifiedOn (effective-dated entities require date-range handling); Intelligent Services can also push a fixed set of standard business events (e.g. Employee Hire) to a REST endpoint
Capabilities
read · write · webhooks
Rate limits
OData calls are throttled at the tenant level (Access Limits for OData V2); large reads must be paginated (default page size 1000) via $top/$skip or paging cursors.
How it works

How to connect Smartsheet to Success Factors — 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 Smartsheet and Success Factors 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
    Smartsheet connected
    Success Factors connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Smartsheet and Success Factors 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 511 integrations available for Smartsheet and Success Factors.

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