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Welcome to the Smartsheet Integration Suite

📚 Documentation Hub

Central documentation for all Smartsheet integration repositories, providing comprehensive guides and references.

🔄 Automated Workflows

Seamlessly sync data between Smartsheet, Supabase, and Excel with robust Python and TypeScript integrations.

🛠️ Production Ready

Battle-tested tools for job number generation, PDF reports, and data validation in production environments.

Overview

The Smartsheet Integration Suite is a collection of Python and TypeScript applications designed to automate data synchronization, reporting, and validation workflows for Linetec's business operations. These tools connect Smartsheet with various systems including Supabase databases, ProMax ERP, and custom reporting solutions.

Technology Stack

Python TypeScript Smartsheet Supabase GitHub Actions

Architecture Overview

The integration suite follows a distributed architecture where each component focuses on a specific business function:

graph TB
    subgraph "Data Sources"
        SS[Smartsheet Sheets]
        PM[ProMax ERP]
        EX[Excel Files]
    end

    subgraph "Integration Layer"
        SSS[Smartsheet-Supabase Sync]
        SPS[Supabase-Smartsheet Offload]
        MSS[Master-to-Sibling Sync]
        GJN[Job Number Generator]
        GPF[Weekly PDF Generator]
        RPR[PDF Restructure Validator]
    end

    subgraph "Data Storage"
        SB[(Supabase Database)]
        FS[File Storage]
    end

    subgraph "Output & Reports"
        PDF[PDF Reports]
        REC[Updated Records]
    end

    SS -->|Read/Write| SSS
    SSS -->|Sync| SB
    SB -->|Offload| SPS
    SPS -->|Write| SS
    SS -->|Master Data| MSS
    MSS -->|Replicate| SS
    SS -->|Job Requests| GJN
    GJN -->|Assign Numbers| SS
    PM -->|Weekly Data| GPF
    GPF -->|Generate| PDF
    PDF -->|Validate| RPR
    RPR -->|Update| SS
    EX -->|Import| GPF
    PDF -->|Store| FS
    REC -->|Update| SS

    style SS fill:#f9f,stroke:#333,stroke-width:2px
    style SB fill:#3ecf8e,stroke:#333,stroke-width:2px
    style PDF fill:#ff9,stroke:#333,stroke-width:2px

Quick Start

Ready to get started? Here's what you need to know:

  1. Master Index - Complete catalog of all 6 repositories
  2. Usage Guide - Step-by-step setup and configuration
  3. Smartsheet Integration - Data flows and mappings
  4. Watch Out For - Critical pitfalls to avoid

Key Features

- **Bidirectional Sync**: Real-time data synchronization between Smartsheet and Supabase - **Automated Job Numbering**: Intelligent job number assignment with conflict prevention - **Weekly Reporting**: Automated PDF generation from ProMax and Excel data - **Data Validation**: PDF structure validation and CU code verification - **Master-Sibling Replication**: Automated sheet-to-sheet data copying - **GitHub Actions Integration**: Scheduled workflows for hands-free operation - **Error Handling**: Robust retry logic and comprehensive logging - **Environment Isolation**: Separate configurations for development and production

Repository Ecosystem

The suite consists of 6 specialized repositories, each handling a specific aspect of the integration workflow:

Repository Language Primary Function Status
Supabase Smartsheet Promax Offload Python Sync from Supabase to Smartsheet Active
Smartsheet Supabase Sync TypeScript Sync from Smartsheet to Supabase Active
Master to Sibling Function Python Sheet-to-sheet replication Active
Generate Job Numbers Python Automated job numbering Active
Generate Weekly PDFs Python Weekly PDF reports Active
Resiliency PDF Restructure Python PDF validation Active

Getting Help

Need Help?

Contributing

This documentation is maintained alongside the integration repositories. To suggest improvements:

  1. Visit the documentation repository
  2. Open an issue or submit a pull request
  3. All pages have an "Edit this page" link in the top right

Smartsheet Integration Suite

Built with ❤️ for efficient business operations