Version 24.2.9064

• Establish a Connection
• More Information

You can use the Smartsheet connector from the CData Sync application to capture data from Smartsheet and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from Smartsheet, you first must establish a connection to Smartsheet. Follow these steps to connect Smartsheet to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the Smartsheet row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • Auth Scheme -Select the authentication scheme. PersonalAccessToken is the default setting. For this setting, you must specify your personal access token in the Personal Access Token field.

   • Region - Enter the hosting region for your Smartsheet account. The default region is GLOBAL.

6. Click Create & Test to create the connection.

7. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and Smartsheet, see Smartsheet Connector for CData Sync.