All Collections
Connecting Softr to SmartSuite
Connecting Softr to SmartSuite

Utilizing SmartSuite as a data source for your Softr application

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

What is Softr?

Softr, the renowned no-code tool empowering individuals and businesses, offers an unparalleled platform for effortlessly creating bespoke websites, web apps, and portals. Utilizing its intuitive drag-and-drop interface and an array of customizable templates, Softr enables swift and efficient web application development without the need for extensive coding.

Connecting Softr to SmartSuite

Now, let's explore the process of connecting to SmartSuite, followed by an in-depth examination of key features relevant to this connection.

Establishing a connection between your SmartSuite data and Softr is a straightforward process. Any SmartSuite data source connected within Softr becomes accessible to all apps in the workspace, accessible to all collaborators in the workspace. Let's go through the steps of connecting SmartSuite as a data source.

First, select your workspace at the bottom left of the Softr Dashboard, then access Workspace Settings.

Notion Image

Access workspace settings In the subsequent screen, you'll find a list of all connected data sources and an option to add a new data source.

Click on Connect data source in the upper right corner of the screen. If adjustments, re-authentication, or removal of a data source are necessary, use the 3-dot icon next to the data source. Note that guest collaborators lack the authority to re-authenticate or remove data sources.

Add, edit, or remove a data source using the dashboard buttons When adding a new data source, logging into SmartSuite may be required (if not already done). By proceeding, you automatically grant Softr access to your SmartSuite data.

Field & Field Types

Fields and Field Types While connecting a Softr block (e.g., a List block) to SmartSuite, it's essential not only to choose a SmartSuite solution and table but also to map each block field to a corresponding SmartSuite field. This mapping defines how you want your data to be displayed.

Notion Image

SmartSuite fields SmartSuite fields represent the columns in the table, each with a predefined type (unlike Google Sheets). Various field types exist, such as File, Yes / No, Formula, and more. Similarly, Softr provides a diverse range of field types, requiring careful selection when mapping fields from SmartSuite to Softr. In the example below, an Image field type on Softr’s List block is linked to the Photos field on SmartSuite, which has a Files and Images type.

Notion Image

To learn more about each field type, refer to the List block overview:

Linked Records

The Linked Record field type on SmartSuite plays a pivotal role, contributing to SmartSuite's identity as a relational database. This field type enables the linking of one table to another, displaying its records within the current table.

For instance, if there are SmartSuite tables for Tasks and Projects, a linked record in Tasks can be created, connecting it to Projects to reveal which project each task is associated with.

Notion Image

This SmartSuite table with projects below, the Tasks table displays the Project field as a linked record, showcasing records from the Projects table.

Notion Image

SmartSuite Computed Fields

In general, any field editable in SmartSuite is also editable through Softr. However, there are exceptions to this rule. Fields automatically set by SmartSuite, such as Formula, Rollup, and Lookup, cannot be edited in Softr.

Learn more about using Softr and SmartSuite here.

Did this answer your question?