Smartsheet - Centric Integration and Automation

Common Integration Use Cases Between Smartsheet and Centric

1. Product launch program tracking from Centric to Smartsheet

Data flow: Centric ? Smartsheet

When a product reaches a defined stage in Centric, key launch milestones, owners, and target dates can be pushed into Smartsheet to create a cross-functional launch plan. Product, marketing, operations, and sales teams can then manage tasks, dependencies, and approvals in one shared workspace while Centric remains the source of product development truth.

Business value: Improves launch visibility, reduces manual status reporting, and helps teams coordinate go-to-market activities against the latest product timeline.

2. Change request and approval workflow synchronization

Data flow: Bi-directional

Product change requests initiated in Smartsheet, such as packaging updates, assortment changes, or launch delays, can be sent to Centric for review and product record updates. In return, approval status and disposition from Centric can be written back to Smartsheet so project teams always see the current decision state.

Business value: Creates a controlled approval process, shortens decision cycles, and prevents teams from working from outdated product information.

3. Product development task management linked to PLM records

Data flow: Centric ? Smartsheet

Centric can publish product development phases, deliverables, and ownership details into Smartsheet to support execution planning. Teams can use Smartsheet to assign tasks for design reviews, sample approvals, compliance checks, and launch readiness activities while maintaining a direct reference back to the product record in Centric.

Business value: Gives operational teams a flexible execution layer without duplicating product master data, improving accountability and on-time delivery.

4. Assortment and line planning coordination

Data flow: Centric ? Smartsheet

Assortment structures, product hierarchies, and key attributes from Centric can be synchronized into Smartsheet for line planning, regional rollout tracking, and commercial readiness reviews. Merchandising and planning teams can use Smartsheet to compare launch sets, monitor gaps, and manage sign-offs across categories and markets.

Business value: Aligns product planning with execution teams, reduces spreadsheet sprawl, and improves consistency across regional or seasonal launches.

5. Launch readiness dashboarding and executive reporting

Data flow: Smartsheet ? Centric and Centric ? Smartsheet

Centric can provide product status, development milestones, and key attribute completion, while Smartsheet contributes project progress, overdue tasks, and risk indicators. Combined data can feed Smartsheet dashboards for leadership reporting on launch readiness, bottlenecks, and at-risk products.

Business value: Provides a single operational view of product readiness, enabling faster escalation and better portfolio oversight.

6. Sample and prototype review coordination

Data flow: Centric ? Smartsheet

Sample creation stages, review dates, and approval outcomes managed in Centric can be surfaced in Smartsheet to coordinate review meetings, assign follow-up actions, and track outstanding issues. Teams can manage the review calendar and action items in Smartsheet while Centric stores the authoritative product and sample data.

Business value: Speeds up sample review cycles, improves follow-through on corrective actions, and reduces missed handoffs between design and operations.

7. Product data completion and governance follow-up

Data flow: Smartsheet ? Centric

Smartsheet can be used to track missing product information, such as descriptions, dimensions, compliance fields, or launch assets. Once teams complete the required inputs, the approved data can be sent back to Centric to update the product record and support downstream readiness for PIM, DAM, or commerce systems.

Business value: Improves data quality, enforces governance, and helps ensure product records are complete before launch.

8. Cross-functional issue and risk management for product launches

Data flow: Bi-directional

Risks identified in Smartsheet, such as supplier delays, missing artwork, or regulatory blockers, can be linked to the relevant product in Centric. Centric can then provide updated product status or revised launch dates back to Smartsheet so teams can adjust plans and communicate changes quickly.

Business value: Strengthens launch risk management, improves cross-team coordination, and helps organizations respond faster to product delays or changes.