Product
SoftwareX Unite
Connects 2 products in the AECi catalog
About
SoftwareX Unite is a Smartsheet app that syncs sheet data one-way or both ways with accounting, CRM, HR, ticketing and other business systems. Users sign in with their Smartsheet account, pick a connector for the system they need, and build a no-code workflow that maps fields to columns and sets filters and sync frequency. Workflows can also feed sheets provisioned by Smartsheet Control Center, and each connector is licensed on an annual subscription.
How teams use it
By audience
- Project Manager
- Pull customer, expense and budget records from the accounting system into Smartsheet so project sheets and dashboards show current financials without manual exports.
- Set up project intake sheets that are populated automatically when a customer record is created in the connected system.
- Map which fields flow each way so status and attributes edited in Smartsheet stay in step with the source system.
- Accounting & Finance
- Sync project expense data between the accounting system and Smartsheet to cut manual reconciliation between finance and project teams.
- Import budget data into Smartsheet for portfolio budget tracking, forecasting and alerts on overruns.
- Keep the accounting system as the record while project teams add their own attributes to the synced rows in Smartsheet.
Integrations it powers (1)
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Integrations (0)
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