aid: smartsimple url: https://raw.githubusercontent.com/api-evangelist/smartsimple/refs/heads/main/apis.yml name: SmartSimple kind: company description: SmartSimple Software builds SmartSimple Cloud, a configurable cloud platform for grants management, research and government funding administration, corporate social responsibility (CSR), scholarships, and case management. The platform exposes three documented programmatic interfaces on each client instance - SmartConnect (a JSON-based RESTful API), an OData reporting API, and a legacy SOAP Web Services API - covering records (UTA Level 1/2/3), users, organizations, transactions, custom fields, and files. Access is instance-scoped - every customer runs on their own alias.smartsimple.com tenant and provisions an API user account or access token, so the documented endpoints are modeled against a customer instance rather than a single public gateway. image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg tags: - Grants Management - Research Administration - CSR - Funding - Case Management - SaaS - REST - OData - SOAP created: '2026-07-05' modified: '2026-07-05' specificationVersion: '0.19' apis: - aid: smartsimple:smartsimple-smartconnect-records-api name: SmartSimple SmartConnect Records API tags: - Records - UTA - Custom Fields image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API baseURL: https://{alias}.smartsimple.com/API/1 properties: - url: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API type: Documentation - url: https://supporthub.smartsimple.com/hc/en-us/articles/33184199710615-SmartConnect-RESTful-API type: APIReference description: Get, list, and update (create) records stored in SmartSimple's Universal Tracking Application (UTA) at Level 1, Level 2, and Level 3 - the grant applications, reviews, and sub-records at the heart of the platform. Standard fields are addressed with sf_ prefixes and custom fields with cf_ (by name or ID). Endpoints are /API/1/levelone/, /API/1/leveltwo/, and /API/1/levelthree/ on a customer instance. Endpoints are modeled against the documented per-instance API - no single public base URL exists. - aid: smartsimple:smartsimple-smartconnect-users-api name: SmartSimple SmartConnect Users API tags: - Users - Contacts - People image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API baseURL: https://{alias}.smartsimple.com/API/1 properties: - url: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API type: Documentation description: Get, list, and update the people (applicants, reviewers, contacts, and internal staff) in a SmartSimple instance via the /API/1/user/ endpoint, including their standard and custom profile fields and multiple addresses. Endpoints are modeled against the documented per-instance API - authentication requires an API user account or Bearer access token on that instance. - aid: smartsimple:smartsimple-smartconnect-organizations-api name: SmartSimple SmartConnect Organizations API tags: - Organizations - Companies - Accounts image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API baseURL: https://{alias}.smartsimple.com/API/1 properties: - url: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API type: Documentation description: Get, list, and update the organizations (companies, grantee institutions, and accounts) in a SmartSimple instance via the /API/1/company/ endpoint, with their standard and custom fields and multiple-address records. Endpoints are modeled against the documented per-instance API rather than a single public gateway. - aid: smartsimple:smartsimple-smartconnect-transactions-api name: SmartSimple SmartConnect Transactions API tags: - Transactions - Payments - UTA image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API baseURL: https://{alias}.smartsimple.com/API/1 properties: - url: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API type: Documentation description: Get, list, and update UTA transaction records (payments, disbursements, budget lines, and other transactional line items attached to grants) via the /API/1/transactions/ endpoint, with criteria filtering, sorting, and pagination. Endpoints are modeled against the documented per-instance API. - aid: smartsimple:smartsimple-smartconnect-files-api name: SmartSimple SmartConnect Files API tags: - Files - Documents - Attachments image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API baseURL: https://{alias}.smartsimple.com/API/1 properties: - url: https://wiki.smartsimple.com/wiki/SmartConnect_-_RESTful_API type: Documentation description: Download a single file, list the files on a record or field, and keyword-search across files using the SmartConnect Download File, List Files, and Search Files actions. Files are the supporting documents and attachments uploaded against records and users. Endpoints are modeled against the documented per-instance API. - aid: smartsimple:smartsimple-odata-reporting-api name: SmartSimple OData Reporting API tags: - OData - Reporting - Analytics image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/Odata_Overview baseURL: https://{alias}.smartsimple.com/OData/V4 properties: - url: https://wiki.smartsimple.com/wiki/Odata_Overview type: Documentation description: Consume SmartSimple report data through OData V2, V3, and V4 services, with public (pub) endpoints for openly exposed data and private (pri) endpoints requiring basic authentication - for example /OData/V4/pri/{reportid}/Service.svc/. Reports are currently the only entities exposed over OData. Endpoints are modeled against the documented per-instance service. - aid: smartsimple:smartsimple-web-services-soap-api name: SmartSimple Web Services (SOAP) API tags: - SOAP - Web Services - Legacy image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg humanURL: https://wiki.smartsimple.com/wiki/Web_Services_Overview baseURL: https://{alias}.smartsimple.biz/WS/services properties: - url: https://wiki.smartsimple.com/wiki/Web_Services_Overview type: Documentation description: The legacy SOAP Web Services API, exposed per instance via a WSDL at /WS/services/UtaUpdate?wsdl (for example https://smart.smartsimple.biz/WS/services/UtaUpdate?wsdl). It predates SmartConnect - new integrations are directed to the JSON SmartConnect REST API, but the SOAP interface remains documented and supported. Endpoints are modeled against the documented per-instance service. common: - type: TrustCenter url: security/smartsimple-trust-center.yml - type: DomainSecurity url: security/smartsimple-domain-security.yml - type: Website url: https://www.smartsimple.com - type: LinkedIn url: https://www.linkedin.com/company/smartsimple-software-inc - type: Documentation url: https://wiki.smartsimple.com/wiki/APIs - type: InteractiveDemo url: https://api.smartsimple.com/devtools/api.html - type: Pricing url: https://www.smartsimple.com/pricing - type: Plans url: plans/smartsimple-plans-pricing.yml - type: RateLimits url: rate-limits/smartsimple-rate-limits.yml - type: FinOps url: finops/smartsimple-finops.yml maintainers: - FN: Kin Lane email: kin@apievangelist.com