Version 25.3.9396

• Add the Smartsheet Connector
• Authenticate to Smartsheet
  • Personal Access Token
  • OAuth
• Complete Your 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.

Add the Smartsheet Connector

To enable Sync to use data from Smartsheet, you first must add the connector, as follows:

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 to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the Smartsheet connector. For more information about installing new connectors, see Connections.

Authenticate to Smartsheet

After you add the connector, you need to set the required properties.

On the New Connection page, enter the connection name of your choice.

CData Sync supports authenticating to Smartsheet in several ways. Select your authentication method below to proceed to the relevant section that contains the authentication details.

• Personal Access Token (default)

• OAuth

Personal Access Token

To connect with a personal access token, specify the following properties:

• Auth Scheme - Select PersonalAccessToken.

• Personal Access Token - Enter the personal access token that you use to authenticate to Smartsheet.

  To obtain the token:

  1. Log in to Smartsheet.

  2. Click the Account icon in the lower left of the application window. Then, click Personal Settings.

  3. On the API Access tab, click Generate new access token.

  4. Enter a label or name for the token.

  5. Click Generate to obtain the token.

  6. Copy the token and paste it in the Personal Access Token text box in Sync.

OAuth

To connect with OAuth custom credentials, specify the following properties:

• Auth Scheme: Select OAuth.

• OAuth Client Id: Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

• OAuth Client Secret: Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

Complete Your Connection

To complete your connection:

1. For Region, enter the hosting region for your Smartsheet account. The default region is GLOBAL.

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

3. If you authenticate with OAuth, click Connect to Smartsheet to connect to your Smartsheet account.

4. Click Create & Test to create your connection.

More Information

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