How to Sync Smartsheet and Wrike With Two-Way Updates
In this guide, you’ll find everything you need to know to set up an integration that syncs Smartsheet rows with Wrike tasks through an automated 2-way flow from Unito. Since Unito is a fully-customizable platform with a no-code interface, you can set up this integration without any support from your technical teams. No need to troubleshoot complex automations or rely on expensive consultants, either.
More of a visual learner? Check out this demo for a similar integration.
By the end of this guide, your Smartsheet-Wrike integration will:
- Create new Smartsheet rows based on Wrike tasks.
- Create new Wrike tasks synced with Smartsheet rows.
- Update fields in real-time with a two-way sync when you work in either tool.
In this guide:
- Tools: Smartsheet and Wrike
- Use cases: Task management, project reporting, marketing reporting
- Great for: Project managers, consultants, marketers
Step 1: Connect Smartsheet and Wrike to Unito
- Sign up for Unito.
- Click +Create Flow in the Unito app.
- Click Start Here to connect Smartsheet and Wrike.
- Click +Choose account for each tool and complete the authorization process.
- Click Confirm.
Connecting tools to Unito for the first time? Here’s an in-depth guide.
Step 2: Choose flow direction
With flow direction, you determine where Unito automatically creates work items to match the rows you create manually in Smartsheet or the tasks you open in Wrike. You have three flow direction options:
- 2-way: Both Smartsheet rows and Wrike tasks are automatically created by your Unito flow to match the items you create manually in each tool.
- 1-way from Smartsheet to Wrike: Wrike tasks will be automatically created by Unito to match the Smartsheet rows you create manually. Unito won’t create new Smartsheet rows.
- 1-way from Wrike to Smartsheet: Smartsheet rows will be automatically created by Unito to match the Wrike tasks you create manually. Unito won’t create new Wrike tasks.
Want to know more about flow direction? Check out this guide.
Step 3: Build rules to sync specific work items
Unito rules can do two things:
- Filter out work items you don’t want synced. For example, you could create a rule that only syncs Wrike tasks with a certain status.
- Automate certain actions. For example, you could create a rule that automatically assigns new Smartsheet rows to a certain person on your team.
To start building your rule, click Add new rule, then choose a trigger and action.
Want to learn more about rules? Check out this guide.
Step 4: Map field between Smartsheet and Wrike
When you map fields, you pair fields in Smartsheet with fields in Wrike so data goes exactly where it needs to. Unito can usually map most fields automatically, whether they’re exactly the same (Assignee→Assignee) or just compatible (URL→Text). You can also choose to map fields manually to fully customize your flow.
Here’s what you’ll see when Unito maps your fields automatically.
You can add a field mapping by clicking +Add mapping, then Select a field. When you choose the field you want to map in one tool, Unito automatically recommends compatible fields in a dropdown under the other tool.
Some fields have a cog icon. They can be customized once they’re mapped. For example, a Status field can be customized so its options match those in another field.
Step 5: Launch your Smartsheet-Wrike integration
That’s it! You’re ready to launch your flow. Unito will automatically keep Smartsheet rows and Wrike tasks in sync. This will allow your teams to collaborate more effectively without copying and pasting data or constantly switching tools.
Ready to optimize your workflow?
Meet with our team to see what Unito can do for your workflows.
What’s next?
Need to integrate Smartsheet or monday.com with other tools in your stack? Check out our other guides: