Configure a Connection Profile

From the CData ribbon, click Get Data and select From Smartsheet connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Smartsheet Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Smartsheet supports connections via the following authentication methods:

• Using the Personal Access Token

Personal Access Token

Use the personal token to test and to access your own data. To obtain the personal token, follow the steps below:

1. Log into Smartsheet.
2. Click Account and select Personal Settings.
3. Click API Access and use the form to generate new access tokens or manage existing access tokens.

Set the AuthScheme to PersonalAccessToken. You can then set the PersonalAccessToken to the token you generated.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Smartsheet you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Smartsheet data, such as using the available CData Excel Functions.