Smartsheet Workday Integration: How to Sync Data -

In summary: The Smartsheet Workday integration connects data from the people management system to the projects and processes monitored on the work management platform.

Smartsheet announced an integration to sync Workday data directly to the platform. The new feature brings people management information closer to the planning, monitoring and execution processes maintained in Smartsheet.

What changed

Syncing can be configured from the Smartsheet integrations dashboard. This means that data originating from Workday can power workflows without relying on manual file maintenance and repetitive updates.

How it works in practice

The integration creates a bridge between the source system and Smartsheet assets. The configuration must consider what data will be synchronized, for what purpose it will be used and who will have access to it. As it involves potentially sensitive information, the implementation must respect the organization’s security, privacy and governance policies.

Impact for teams

The new feature is especially relevant for operations that coordinate capacity, allocation, onboarding, HR initiatives or projects dependent on organizational information. Automation reduces rework, improves data consistency, and provides a more current basis for reporting and decisions.

How to prepare

Before activating the integration, it is worth defining the use case, validating data owners and documenting access rules. It is also recommended to run a pilot with a controlled scope, compare the results with Workday and only then expand the flow.

Availability

Release and technical requirements may vary by contract, region and integration permissions. Confirm availability in your environment’s integrations panel.

Smartsheet Workday Integration FAQ

Does Smartsheet integrate with Workday?

Yes. The announced integration allows you to synchronize Workday data with flows maintained in Smartsheet.

Which processes can benefit?

Capacity planning, allocation, onboarding, HR initiatives and projects dependent on organizational data.

Is it necessary to review permissions?

Yes. Personal data can be sensitive and require clear access, privacy and governance rules.

Keep learning about Smartsheet

Count on TaskIT

TaskIT supports companies in the implementation, evolution and governance of Smartsheet. Our team can help assess the impact of this update, structure a pilot and adapt processes, automations, reports and training to safely take advantage of the feature.

Talk to TaskIT to plan the next steps in your environment.

Source: Official Smartsheet Release Notes. Features and availability may be changed by the manufacturer.