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How to add Smartsheet environment (Onboarding wizard)

As you sign up for FluentPro Backup, the onboarding wizard will be opened immediately. This wizard allows adding your first environment to FluentPro Backup and scheduling your first backup. 

If the onboarding wizard was skipped or you already added another environment, click the Add Environment button on the right.  

On the first step, click the 'Add Environment' button.

To add your first Smartsheet environment to FluentPro Backup and schedule your first backup, perform the following:

1. Select the Smartsheet system.

2. Select the Smartsheet region. 

Smartsheet Automations Backup and Restore are supported in FluentPro Backup. To back up and restore workflows, a token is required. 

If you do not need to back up and restore workflows, you can skip this step and click Connect, then proceed to step 7 of this article. 

Click the Smartsheet Token Generator button. 

3. Open the downloaded file and click Connect

4. Provide your credentials and log in to Smartsheet. 

5. Copy the token. 

6. Paste the token to the FluentPro Backup connection window and click Connect

7. Provide your credentials and log in to Smartsheet. 

Please refer to the Connection account requirements article to ensure your account has all the necessary permissions. 

8. Click Allow to give access to your Smartsheet account. 

9. Click Continue

10. Select Backup content: 

  • Sheets: All, Selected (select only the sheets you need to include in this backup), Ignored (is used to select the projects which should not be backed up. Other not selected projects in that list and newly created projects will be backed up).
  • Workspaces: For selected sheets.
  • Groups: All.
  • Users: All.

If you need to include only specific sheets to the backups instead of all, click the Selected button.

On the Available Sheets page, select the required sheets. You can filter the sheets list by clicking on the names of the columns. 

When you are ready with the selection, click the 'Add Selected' button. 

11. Click Next

12. Select how often backups should start and click Save

To change the settings for how often the backup starts for modified entities click the 'Actively modified backup data' option and select the required option from the list. 

In the 'Unmodified data backup' field, you can select how often a backup starts for all selected unmodified entities. 

You can open the Operation Details page to track progress and review its status.

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