SmartSimple

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