Smartsheet and Scoop® Integration

Create, Edit, and Share Real-Time Reports of Your Detailed Project Data

Reporting

Integration Overview

Powered by Scoop’s world-class GLOO™ integration platform, the Smartsheet and Scoop Solar sync allows customers to export data for flexible reporting, import data into external business intelligence tools, and provides a backup repository of your client and project data.

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Integration Benefits

Streamline and automate updates between your reporting and solar project management software.

Automatic data transfer between tools ensures you are always accessing the most up-to-date information.
Leverage your existing project data saved in the Scoop platform to avoid manual and duplicate data entry.
Effortlessly send data back and forth between Scoop and your reporting software.

What is Smartsheet?

Smartsheet is an online management software that gives businesses an innovative way to collaborate on projects, processes, and reporting.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Client Site

Create Project

Create Work Order

Create Task

Create Sales or
Service Visit

Advance Project Stage

Invite Users

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01    Choose Your Connections

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02    Specify Your Integrations

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03   Go Live, Monitor & Evolve

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment.  When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance.  Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

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