SSIS Components for Smartsheet

Build 23.0.8839

Establishing a Connection

Enabling SSIS in Visual Studio 2022

If you're using Visual Studio 2022, you will need to install the SQL Server Integration Services Projects extension to use SSIS.

  1. Navigate to Extensions > Manage Extensions.
  2. In the Manage Extensions window's search box, search for "SQL Server Integration Services Projects 2022" and select the extension in the list.
  3. Click Download.
  4. Close Visual Studio and run the downloaded Microsoft.DataTools.IntegrationServices.exe installer. Proceed through the installer with default settings.
  5. Open Visual Studio. There should now be an "Integration Services Project" project template available.

Adding the Smartsheet Connection Manager

Create a new connection manager as follows:

  1. Create a Visual Studio project with the "Integration Services Project" template.
  2. In the project, right-click within the Connection Managers window and select New Connection from the menu.
  3. In the Description column, select CData Smartsheet Connection Manager and click Add...
  4. Configure the component as described in the next section.

Alternatively, if you have an existing project and CData Smartsheet Source or CData Smartsheet Destination:

  1. Right-click your CData Smartsheet source or destination component in your data flow
  2. Select Edit... to open an editor window.
  3. Click the New... button next to the Connection manager: dropdown selector to create a connection manager.
  4. Configure the component as described in the next section.

Connecting to Smartsheet

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.

Synch Connections

Before you connect, set the following variables:

  • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
  • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.

Click Connect to Smartsheet to open the OAuth endpoint in your default browser. Log in and grant permissions to the application.

The driver then completes the OAuth process as follows:

  • Extracts the access token from the callback URL.
  • Obtains a new access token when the old one expires.
  • Saves OAuth values so that they persist across connections.

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Build 23.0.8839