Smartsheet Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Smartsheet connector.

Smartsheet is a collaborative work management platform for creating, managing, and automating work processes in a spreadsheet-like interface.

This topic describes how to authenticate to Smartsheet and configure any necessary connection properties in the Smartsheet connection connector.

Connection Configuration #

Each connection property available in the Smartsheet connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

Whether to use Personal Access Token Authentication or OAuth Authentication when connecting to Smartsheet.

Using OAuth Authentication:

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

Using Personal Access Token Authentication:

Personal Access Token #

The Personal Access Token that can be generated from the Smartsheet UI.

Region #

The hosting region for your Smartsheet account.

Available values are:

• GLOBAL

• EU

• GOV

Advanced Configurations #

This section contains advanced configuration parameters.

Use Full File Paths As Table Names #

Whether or not to include the full file path in the name of an exposed table or view, corresponding to a sheet or report.

If set to true, the names of the exposed sheets as tables and reports as views, will include the full file path. Ex. SalesSheets_Agents_MonthlyReports_Sheet_JuneSheet.

If set to false, the tables and views corresponding to the sheets and reports, will be exposed using only the file’s name. Ex. Sheet_JuneSheet.

Use Simple Names #

Setting UseSimpleNames to true will simplify the names of tables and columns returned. It will enforce a naming scheme such that only alphanumeric characters and the underscore are valid for the displayed table and column names. Any nonalphanumeric characters will be converted to an underscore.

Value Source #

Indicates whether the cell will use the Value fields as its value or the DisplayValue field.

• If Auto the connector will use which field its not empty.

• If Value the connector will use the Value field.

• If DisplayValue the connector will use the DisplayValue field.

Add Configuration: Additional properties can be added using this option as key-value pairs.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.