Overview
Torii integrates with Resource Management by Smartsheet and syncs:
- Users and their licenses (Licensed User and Managed Resource).
- You can constantly stay updated with application information from our Integrations Page >> Integration Capabilities button >> Integration Capabilities table.
Requirements
To connect this integration, we require the following:
Accounts & Permissions
- A Resource Management by Smartsheet user with the Resourcing Administrator role.
- A Resource Management plan that includes API access: Pro, Enterprise or Business. The API is not available on other plans.
Required keys
- API Token - your organization's Resource Management API token.
- Region - the region where your Resource Management account is hosted: United States, Europe or Australia. Smartsheet Gov is not supported.
How to Generate the Required Values
Follow these steps to generate the required values:
Step 1: Copy the API token
- Sign in to Resource Management by Smartsheet as a Resourcing Administrator.
- Click the three-dots menu (kebab menu) in the top-right corner and select Settings.
- Open the Developer API tab.
- Copy the token.
Step 2: Identify your region
Select the region where your Resource Management account is hosted:
| Your Resource Management account | Region option in Torii |
|---|---|
| Hosted in the United States (default) | United States (api.rm.smartsheet.com) |
| Hosted in Europe | Europe (api.rm.smartsheet.eu) |
| Hosted in Australia | Australia (api.rm.smartsheet.au) |
How to Connect the Integration
- Go to the Integrations page in Torii.
- Search for Resource Management by Smartsheet and click Connect.
- Enter the API Token and select your Region (United States is the default).
- Click Connect.
Actions
- Create user - creates a user with a first name, last name, email and permission level. License type, role and discipline are optional.
- Update user - updates a user's permission level, license type, role or discipline. Empty fields are left unchanged.
- Archive user - archives the user in Resource Management. The account owner cannot be archived.
Q&A
Q: What should I enter in the "Account Name" field?
A: The Account Name field lets you connect multiple Resource Management by Smartsheet accounts to Torii. The value can be anything you choose. It is only used to distinguish between your connected accounts. Make sure to use a unique Account Name for each account: connecting a different account with an Account Name that is already in use will overwrite the existing account's data, so choosing distinct names is your responsibility.
For any further questions, please contact Torii Support.