Smartsheet Connector for CData Sync

Build 23.0.8839
  • Smartsheet
    • Establishing a Connection
      • Creating a Custom OAuth Application
    • Advanced Features
      • SSL Configuration
      • Firewall and Proxy
    • Data Model
      • Hyperlink Columns
      • Tables
        • Info_Attachments
        • Info_Comments
        • Info_Discussions
        • Sheet_Content_Calendar
        • Sheet_Customer_Order_Tracking_History
        • Sheet_Event_Plan_Budget
        • Sheet_Expense_Report
        • Sheet_Gantt_Project_with_Hard_Deadline
        • Sheet_Job_Candidate_Tracker
        • Sheet_Sales_Activity_Tracking_by_Rep_Month
        • Sheet_Simple_Sales_Pipeline
        • Sheet_Team_Objectives_Tracker
        • Sheet_Team_Task_List_by_Priority
        • Sheet_WebFormTest
      • Views
        • Info_CellHistory
        • Info_Cells
        • Info_Columns
        • Info_Contacts
        • Info_Favorites
        • Info_Folders
        • Info_Groups
        • Info_Home
        • Info_Reports
        • Info_Rows
        • Info_ServerInformation
        • Info_Shares
        • Info_Sheets
        • Info_Templates
        • Info_Users
        • Info_Workspaces
        • Report_Sales_Activity_And_Team_Objectives
        • Report_Tasks_and_Events
      • Data Type Mapping
    • Connection String Options
      • Authentication
        • AuthScheme
        • PersonalAccessToken
      • Connection
        • Region
      • OAuth
        • OAuthClientId
        • OAuthClientSecret
      • SSL
        • SSLServerCert
      • Firewall
        • FirewallType
        • FirewallServer
        • FirewallPort
        • FirewallUser
        • FirewallPassword
      • Proxy
        • ProxyAutoDetect
        • ProxyServer
        • ProxyPort
        • ProxyAuthScheme
        • ProxyUser
        • ProxyPassword
        • ProxySSLType
        • ProxyExceptions
      • Logging
        • LogModules
      • Schema
        • Location
        • BrowsableSchemas
        • Tables
        • Views
      • Miscellaneous
        • Header
        • HideFormattingCharacters
        • IgnoreRowsNotFound
        • MaxRows
        • Other
        • Pagesize
        • PseudoColumns
        • ReportCompatibilityLevel
        • RowScanDepth
        • Timeout
        • TypeDetectionScheme
        • UseFullFilePathsAsTableNames
        • UserDefinedViews
        • UseSimpleNames
        • ValueSource

Smartsheet Connector for CData Sync

Overview

The CData Sync App provides a straightforward way to continuously pipeline your Smartsheet data to any database, data lake, or data warehouse, making it easily available for Analytics, Reporting, AI, and Machine Learning.

The Smartsheet connector can be used from the CData Sync application to pull data from Smartsheet and move it to any of the supported destinations.

Smartsheet Version Support

The Sync App defaults to version 2.0 of the Smartsheet API. Later versions can be specified in the property.

Smartsheet Connector for CData Sync

Establishing a Connection

Adding a Connection to Smartsheet

To add a connection to Smartsheet:

  1. In the application console, navigate to the Connections page.
  2. At the Add Connections panel, select the icon for the connection you want to add.
  3. If the Smartsheet icon is not available, click the Add More icon to download and install the Smartsheet connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

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.

Smartsheet Connector for CData Sync

Creating a Custom OAuth Application

Note: Creating an OAuth application requires a Smartsheet developer account.

To register an app and obtain the OAuth client credentials, the client Id and client secret:

  1. Log into your Smartsheet developer account.
  2. Click Account > Developer Tools > Create New App.
  3. Enter a name, description, and other information to be displayed to users when they log in to grant permissions to your app.
  4. Set other parameters, depending on the type of application you are creating:
    • For desktop applications, set the Redirect URL to http://localhost:33333 or a different port number of your choice.
    • For Web applications, set the Redirect URL to the page where the user should return after they authorize your application.

Smartsheet Connector for CData Sync

Advanced Features

This section details a selection of advanced features of the Smartsheet Sync App.

User Defined Views

The Sync App allows you to define virtual tables, called user defined views, whose contents are decided by a pre-configured query. These views are useful when you cannot directly control queries being issued to the drivers. See User Defined Views for an overview of creating and configuring custom views.

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats; see the SSLServerCert property under "Connection String Options" for more information.

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Smartsheet and then processes the rest of the query in memory (client-side).

See Query Processing for more information.

Logging

See Logging for an overview of configuration settings that can be used to refine CData logging. For basic logging, you only need to set two connection properties, but there are numerous features that support more refined logging, where you can select subsets of information to be logged using the LogModules connection property.

Smartsheet Connector for CData Sync

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate SSL/TLS by checking the server's certificate against the system's trusted certificate store.

To specify another certificate, see the SSLServerCert property for the available formats to do so.

Smartsheet Connector for CData Sync

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To connect through the Windows system proxy, you do not need to set any additional connection properties. To connect to other proxies, set ProxyAutoDetect to false.

In addition, to authenticate to an HTTP proxy, set ProxyAuthScheme, ProxyUser, and ProxyPassword, in addition to ProxyServer and ProxyPort.

Other Proxies

Set the following properties:

  • To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
  • To tunnel the connection, set FirewallType to TUNNEL.
  • To authenticate, specify FirewallUser and FirewallPassword.
  • To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Smartsheet Connector for CData Sync

Data Model

The CData Sync App models the Smartsheet API as relational tables, views, and stored procedures. Views are tables that cannot be modified.

Static Tables

Some API objects, like Workspaces, Folders, etc., are indexed with 'Info_'. These are defined in schema files, which are simple, text-based configuration files.

Dynamic Tables

You can work with all the Sheets and Reports in your account using the Sync App. In addition to providing information about the static tables, the data model illustrates a sample of what your Sheets and Reports might look like. The actual data model will be obtained dynamically based on your user credentials.

When you connect, the Sync App gets the list of tables and the metadata for the tables by calling the appropriate Web services. Any changes you make to your Smartsheet account, such as adding a new table, adding new columns, or changing the data type of a column, will immediately be reflected when you connect using the Sync App.

Stored Procedures

Stored Procedures are function-like interfaces to Smartsheet. They can be used to search, update, and modify information in Smartsheet.

API Restrictions

API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.

Smartsheet Connector for CData Sync

Hyperlink Columns

You can add hyperlink columns to table schema files generated by the CreateSchema stored procedure.

After generating a schema file from the desired table, add a new column (attr) as follows:

  • Set other:columnid to a unique value (any string that isn't already taken by another column).
  • Add an other:hyperlink attribute to the column. Set this attribute to the value in the name attribute of the column you want your new hyperlink column to display hyperlinks for.

    These two values must match exactly.

For example, suppose you have this column in your schema file:

<attr name="MyColumnName" xs:type="string" ... other:columnid="5555555555555555"/>

Your new hyperlink column attached to this column should look like this:

<attr name="nameLink" xs:type="string" ... other:columnid="YourUniqueIDHere" other:hyperlink="MyColumnName"/>

Smartsheet Connector for CData Sync

Tables

The Sync App models the data in Smartsheet as a list of tables in a relational database that can be queried using standard SQL statements.

Smartsheet Connector for CData Sync Tables

Name Description
Info_Attachments Query Smartsheet Attachments. Attachments can exist on a Comment (i.e., within a Discussion), on a Row, or on a Sheet.
Info_Columns Query Smartsheet Columns in a Sheet or Report.
Info_Comments Query Smartsheet Comments in a Discussion.
Info_Discussions Query Smartsheet Discussions. A Discussion is a collection of one or more Comments. A Discussion can exist on a Row or a Sheet.

Smartsheet Connector for CData Sync

Info_Attachments

Query Smartsheet Attachments. Attachments can exist on a Comment (i.e., within a Discussion), on a Row, or on a Sheet.

Table Specific Information

Select

When getting data from this table the queries might be slow if you have a lot of sheets. To counter this, specifying SheetId is recommended. Also other parameters like DiscussionId, RowId, CommentId can be specified to get Attachments to the related object.

Retrieve all Attachments from all Sheets.

SELECT * FROM Info_Attachments

Retrieve all Attachments related to a Sheet.

SELECT * FROM Info_Attachments WHERE SheetId = '2940085806098308'

Retrieve all Attachments related to a discussion.

SELECT * FROM Info_Attachments WHERE SHEETId = '2940085806098308' AND DiscussionId = '8206230771525508'

Retrieve all Attachments related to a Row.

SELECT * FROM Info_Attachments WHERE SheetId = '2940085806098308' AND RowId = '6773684447799172'

Retrieve all Attachments related to a Comment.

SELECT * FROM Info_Attachments WHERE SheetId = '2940085806098308' AND CommentId = '1322606759569284'

Retrieve details of a specific Attachment.

SELECT * FROM Info_Attachments WHERE Id = '3053958945105796' AND SheetId = '2940085806098308'

Insert

You can attach a file to a specific row in a specific sheet. Fields required for Insert are SheetId, RowId, Name of the file and either FilePath or ContentEncoded.

INSERT INTO Info_Attachments (SheetId, RowId, Name, FilePath) VALUES ('8179839304787844', '4728727909230468', 'TestSheet.xlsx', 'G:\\\\TestSheet.xlsx')

INSERT INTO Info_Attachments (SheetId, RowId, Name, ContentEncoded) VALUES ('8179839304787844', '4728727909230468', 'TestSheet.xlsx', 'dGVzdGluZyBlbmNvZGVkIHRleHQ=')

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The unique Identifier of the attachment.

Name String False

The name of the attachment.

Url String False

The temporary URL of the attachment (files only).

UrlExpiresInMillis Long False

The temporary URL time to live for the attachment (files only).

AttachmentType String False

The attachment type (one of FILE, GOOGLE_DRIVE, LINK, BOX_COM, DROPBOX, EVERNOTE, or EGNYTE).

AttachmentSubType String False

The attachment subtype, valId only for either GOOGLE_DRIVE attachments or EGNYTE attachments. Possible values for GOOGLE_DRIVE attachments: DOCUMENT, SPREADSHEET, PRESENTATION, PDF, DRAWING. Possible values for EGNYTE attachments: FOLDER.

CreatedAt Timestamp False

A timestamp of when the attachment was originally added

UserId String False

The Id of the user who created the attachment.

UserEmail String False

The email address of the user.

UserName String False

The full name of the user. Read-only.

MimeType String False

Attachment MIME type. For example PNG.

ParentType String False

The type of object the attachment belongs to. Possible values: SHEET, ROW, or COMMENT.

ParentId String False

The Id of the parent.

SizeInKb Long False

The size of the file, if the attachmentType is FILE.

SheetId String False

The Id of the sheet.

RowId String False

The Id of the row.

DiscussionId String False

The Id of the discussion.

CommentId String False

The Id of the comment.

FilePath String False

The path of the file to insert.

ContentEncoded String False

BASE64 encoded content of the file to insert.

Smartsheet Connector for CData Sync

Info_Comments

Query Smartsheet Comments in a Discussion.

Table Specific Information

Select

This view returns details for Columns of a specified Discussion. The SheetId parameter is always required.

Retrieve all comments from a sheet.

SELECT * FROM Info_Comments WHERE SheetId = '2940085806098308'

Retrieve details of a specified Comment.

SELECT * FROM Info_Comments WHERE SheetId = '2940085806098308' AND Id = '1322606759569284'

Insert

You can insert a comment to a discussion by providing SheetId, DiscussionId and Text.

INSERT INTO Info_Comments (SheetId, DiscussionId, Text) VALUES ('568679927703428', '4661021235275652', 'This is a comment 3')

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The unique identifier of the comment.

Text String False

The comment body.

UserName String False

The user name.

UserEmail String False

The email address of the user.

CreatedAt Datetime False

The time of creation.

ModifiedAt Datetime False

The time of the last modification.

AttachmentsAggregate String False

Array of attachment objects.

DiscussionId String False

The Id of the discussion.

SheetId String False

The Id of the sheet.

Smartsheet Connector for CData Sync

Info_Discussions

Query Smartsheet Discussions. A Discussion is a collection of one or more Comments. A Discussion can exist on a Row or a Sheet.

Table Specific Information

Select

This view returns a list of Discussions. The SheetId parameter is always required.

Retrieve all Discussions related to a Sheet.

SELECT * FROM Info_Discussions WHERE SheetId = '2940085806098308'

Retrieve Discussions related to a specific Row of a Sheet.

SELECT * FROM Info_Discussions WHERE SheetId = '2940085806098308' AND RowId = '6773684447799172'

Retrieve details of a specified Comment.

SELECT * FROM Info_Discussions WHERE SheetId = '2940085806098308' AND Id = '8206230771525508'

Insert

You can insert a discussion to a sheet by providing SheetId and FirstDiscussionComment. To add a discussion to a row, provide RowId, SheetId, and FirstDiscussionComment.

INSERT INTO Info_Discussions (SheetId, FirstDiscussionComment) VALUES ('568679927703428', 'This is a comment 1')

INSERT INTO Info_Discussions (RowId, SheetId, FirstDiscussionComment) VALUES ('1889077216995204', '568679927703428', 'This is a comment 2')

Columns

Name Type ReadOnly References Description
Id [KEY] String False

The Id of the discussion.

Title String False

The title of the comment.

AccessLevel String False

The permissions the user has to access the discussion.

ParentId String False

The Id of the directly associated row or sheet.

ParentType String False

The type of the directly associated row or sheet. Possible values: SHEET or ROW.

LastCommentedAt Datetime False

The time of the most recent comment.

LastCommentBy String False

The full name of the user who last commented.

CreatorName String False

The full name of the user who created the discussion.

ReadOnly Boolean False

Whether the user can modify the discussion.

SheetId String False

The sheet Id.

RowId String False

The row Id.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
FirstDiscussionComment String

This column is used only to INSERT the first comment on a discussion, as it is required.

Smartsheet Connector for CData Sync

Sheet_Content_Calendar

Create, update, delete, and query the Sheet_Content_Calendar table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Prio String False

This column is dynamic and maps to the corresponding field in the API.

Image String False

This column is dynamic and maps to the corresponding field in the API.

Title & Link String False

This column is dynamic and maps to the corresponding field in the API.

Details String False

This column is dynamic and maps to the corresponding field in the API.

Assigned To String False

This column is dynamic and maps to the corresponding field in the API.

Draft Due Datetime False

This column is dynamic and maps to the corresponding field in the API.

Draft Status String False

This column is dynamic and maps to the corresponding field in the API.

Approved By String False

This column is dynamic and maps to the corresponding field in the API.

Objective String False

This column is dynamic and maps to the corresponding field in the API.

Target String False

This column is dynamic and maps to the corresponding field in the API.

Media Type String False

This column is dynamic and maps to the corresponding field in the API.

Art Required Boolean False

This column is dynamic and maps to the corresponding field in the API.

Placement String False

This column is dynamic and maps to the corresponding field in the API.

Publication Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Keywords String False

This column is dynamic and maps to the corresponding field in the API.

Live Boolean False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Customer_Order_Tracking_History

Create, update, delete, and query the Sheet_Customer_Order_Tracking_History table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

PO String False

This column is dynamic and maps to the corresponding field in the API.

PO Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Ship Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Shipped Via String False

This column is dynamic and maps to the corresponding field in the API.

Invoice Amount String False

This column is dynamic and maps to the corresponding field in the API.

Invoice Number String False

This column is dynamic and maps to the corresponding field in the API.

Inv Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Terms String False

This column is dynamic and maps to the corresponding field in the API.

Paid Boolean False

This column is dynamic and maps to the corresponding field in the API.

Date Paid Datetime False

This column is dynamic and maps to the corresponding field in the API.

Payment String False

This column is dynamic and maps to the corresponding field in the API.

Check # String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Event_Plan_Budget

Create, update, delete, and query the Sheet_Event_Plan_Budget table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Task Name String False

This column is dynamic and maps to the corresponding field in the API.

Assigned String False

This column is dynamic and maps to the corresponding field in the API.

Status String False

This column is dynamic and maps to the corresponding field in the API.

Progress String False

This column is dynamic and maps to the corresponding field in the API.

Due Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

$ Each String False

This column is dynamic and maps to the corresponding field in the API.

Qty String False

This column is dynamic and maps to the corresponding field in the API.

Budget String False

This column is dynamic and maps to the corresponding field in the API.

Actual String False

This column is dynamic and maps to the corresponding field in the API.

Comments String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Expense_Report

Create, update, delete, and query the Sheet_Expense_Report table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Description String False

This column is dynamic and maps to the corresponding field in the API.

Expense Category String False

This column is dynamic and maps to the corresponding field in the API.

Amount String False

This column is dynamic and maps to the corresponding field in the API.

Manager Approved Boolean False

This column is dynamic and maps to the corresponding field in the API.

Comment String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Gantt_Project_with_Hard_Deadline

Create, update, delete, and query the Sheet_Gantt_Project_with_Hard_Deadline table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

At Risk Boolean False

This column is dynamic and maps to the corresponding field in the API.

Task Name String False

This column is dynamic and maps to the corresponding field in the API.

Start Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

End Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Assigned To String False

This column is dynamic and maps to the corresponding field in the API.

Status String False

This column is dynamic and maps to the corresponding field in the API.

Duration String False

This column is dynamic and maps to the corresponding field in the API.

% Complete String False

This column is dynamic and maps to the corresponding field in the API.

Predecessors String False

This column is dynamic and maps to the corresponding field in the API.

Comments String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Job_Candidate_Tracker

Create, update, delete, and query the Sheet_Job_Candidate_Tracker table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Candidate Name String False

This column is dynamic and maps to the corresponding field in the API.

Next Steps String False

This column is dynamic and maps to the corresponding field in the API.

Comments String False

This column is dynamic and maps to the corresponding field in the API.

Status String False

This column is dynamic and maps to the corresponding field in the API.

RYG String False

This column is dynamic and maps to the corresponding field in the API.

Start Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Hiring Mgr String False

This column is dynamic and maps to the corresponding field in the API.

Referral Source String False

This column is dynamic and maps to the corresponding field in the API.

Hire Type String False

This column is dynamic and maps to the corresponding field in the API.

Compensation String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Sales_Activity_Tracking_by_Rep_Month

Create, update, delete, and query the Sheet_Sales_Activity_Tracking_by_Rep_Month table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Monthly Metric String False

This column is dynamic and maps to the corresponding field in the API.

Quota String False

This column is dynamic and maps to the corresponding field in the API.

Actual String False

This column is dynamic and maps to the corresponding field in the API.

Percent to Goal String False

This column is dynamic and maps to the corresponding field in the API.

Variance String False

This column is dynamic and maps to the corresponding field in the API.

Pace String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Simple_Sales_Pipeline

Create, update, delete, and query the Sheet_Simple_Sales_Pipeline table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Status String False

This column is dynamic and maps to the corresponding field in the API.

Company Logo String False

This column is dynamic and maps to the corresponding field in the API.

Opportunity String False

This column is dynamic and maps to the corresponding field in the API.

Contact Name String False

This column is dynamic and maps to the corresponding field in the API.

Sales Stage String False

This column is dynamic and maps to the corresponding field in the API.

Forecast Amount String False

This column is dynamic and maps to the corresponding field in the API.

Probability String False

This column is dynamic and maps to the corresponding field in the API.

Weighted Forecast String False

This column is dynamic and maps to the corresponding field in the API.

Expected Close Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Sales Rep String False

This column is dynamic and maps to the corresponding field in the API.

Next Step String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Team_Objectives_Tracker

Create, update, delete, and query the Sheet_Team_Objectives_Tracker table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Task Name String False

This column is dynamic and maps to the corresponding field in the API.

Responsible String False

This column is dynamic and maps to the corresponding field in the API.

State String False

This column is dynamic and maps to the corresponding field in the API.

Due Date Datetime False

This column is dynamic and maps to the corresponding field in the API.

Comments String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_Team_Task_List_by_Priority

Create, update, delete, and query the Sheet_Team_Task_List_by_Priority table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

RYG String False

This column is dynamic and maps to the corresponding field in the API.

Task String False

This column is dynamic and maps to the corresponding field in the API.

Assigned To String False

This column is dynamic and maps to the corresponding field in the API.

Reviewed Boolean False

This column is dynamic and maps to the corresponding field in the API.

Status String False

This column is dynamic and maps to the corresponding field in the API.

Due Datetime False

This column is dynamic and maps to the corresponding field in the API.

Notes & Comments String False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Sheet_WebFormTest

Create, update, delete, and query the Sheet_WebFormTest table in Smartsheet.

Columns

Name Type ReadOnly References Description
RowId [KEY] String False

This column is dynamic and maps to the corresponding field in the API.

Form Field 1 String False

This column is dynamic and maps to the corresponding field in the API.

Form Field 2 String False

This column is dynamic and maps to the corresponding field in the API.

Form Date Field Datetime False

This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Smartsheet Connector for CData Sync Views

Name Description
Info_CellHistory Query the available CellHistory of a Cell in Smartsheet.
Info_Cells Query Smartsheet Cells. A collection of Cells comprises each Row in a Sheet.
Info_Contacts Query Smartsheet Contacts. A Contact is the personal contact of a User in Smartsheet.
Info_Favorites Query Smartsheet Favorites.
Info_Folders Query Smartsheet Folders in the Sheets Folder for the User, in another Folder, or in a Workspace.
Info_Groups Query Smartsheet Groups.
Info_Home Query objects on the Home tab in Smartsheet. The Home tab shows all objects a User has access to.
Info_Reports Query Smartsheet Reports.
Info_Rows Query Rows in a Sheet or Report. Each Row is composed of a collection of Cells, and may optionally contain Discussions and Attachments.
Info_ServerInformation Query Smartsheet Server Information including application constants.
Info_Shares Query the Sharing operations of Reports, Sheets, and Workspaces.
Info_Sheets Query Smartsheets Sheets. A Sheet can exist in the Sheets folder for the user (Home), in a Folder, or in a Workspace. It is comprised of Columns, Rows, and Cells, and may optionally contain Attachments and Discussions.
Info_Templates Query Smartsheet Templates.
Info_Users Query the Users in the organization.
Info_Workspaces Query Smartsheet Workspaces.

Smartsheet Connector for CData Sync

Info_CellHistory

Query the available CellHistory of a Cell in Smartsheet.

Table Specific Information

Select

To get data from this view a SheetId, RowId, and ColumnId are always required.

Retrieve Cell History.

SELECT * FROM Info_CellHistory WHERE SheetId = '2940085806098308' AND RowId = '6773684447799172' AND ColumnId = '7999197812156292'

Columns

Name Type References Description
Value String The value of the cell.
ModifiedAt Datetime The value of the cell.
EditorName String The name of the user who last modified the cell.
EditorEmail String The email address of the user who last modified the cell.
SheetId String The Id of the sheet.
RowId String The Id of the row.
ColumnId String The Id of the column.

Smartsheet Connector for CData Sync

Info_Cells

Query Smartsheet Cells. A collection of Cells comprises each Row in a Sheet.

Table Specific Information

Select

This view returns details for Cells of a specified Row. The SheetId and RowId parameters are always required.

Retrieve Cells.

SELECT * FROM Info_Cells WHERE SheetId = '2940085806098308' AND RowId = '6773684447799172'

Columns

Name Type References Description
Id [KEY] String The Id of the column that the cell is located in.
Value String The value of the cell. A string, a number, or a boolean value.
DisplayValue String Visual representation of cell contents as presented to the user in the UI.
ColumnType String The type definition on the Column object.
Formula String The formula for a cell, if set.
Format String The format descriptor.
ConditionalFormat String The format descriptor describing the conditional formatting of the cell.
Strict Boolean Set to false to enable lenient parsing. Defaults to true. This attribute can be specified in a request, but will never be present in a response.
SheetId String The sheet Id.
RowId String The row Id.

Smartsheet Connector for CData Sync

Info_Columns

Query Smartsheet Columns in a Sheet or Report.

Table Specific Information

Select

This view returns details for Columns of a specified Sheet. The SheetId parameter is always required.

Retrieve Columns.

SELECT * FROM Info_Columns WHERE SheetId = '2940085806098308'

Retrieve details of the specified Columns.

SELECT * FROM Info_Columns WHERE SheetId = '2940085806098308' AND Id = '7999197812156292'

Columns

Name Type References Description
Id [KEY] String The column Id.
Index Integer The column index.
Title String The column title.
Primary Boolean Whether the column is the Primary Column.
Type String The column type. One of the following values: Text_Number, Date, Datetime, Contact_List, Checkbox, Picklist, Duration, Predecessor, Abstract_datetime.
OptionsAggregate String Array of the options available for the column
Hidden Boolean Whether the column is hidden.
Symbol String The column symbol. Possible values for the checkbox column type: star, flag. Possible values for the picklist column type: harvey_balls, priority, ryg, priority_hml, decision_symbols, decision_shapes, vcr, rygb, rygg, weather, progress, arrows_3_way, arrows_4_way, arrows_5_way, directions_3_way, directions_4_way, ski, signal, star_rating, hearts, money, effort, pain.
ColumnType String The system column type. Possible values: auto_number, modified_date, modified_by, created_date, created_by.
TagsAggregate String Set of tags to indicate special columns. Each element in the array will be set to one of the following values: calendar_start_date, calendar_end_date, gantt_start_date, gantt_end_date, gantt_percent_complete, gantt_display_label, gantt_predecessor, gantt_duration, gantt_assigned_resource
Width Integer The display width of the column in pixels.
Format String The format descriptor.
FilterType String The filter applied to the column. Possible values: list, custom.
Locked Boolean Whether the column is locked. A value of true indicates that the column has been locked by the sheet owner or the admin.
LockedForUser Boolean Whether the column is locked for the requesting user.
SheetId String The sheet Id.

Smartsheet Connector for CData Sync

Info_Contacts

Query Smartsheet Contacts. A Contact is the personal contact of a User in Smartsheet.

Table Specific Information

Select

This view returns details for Contacts.

Retrieve Contacts.

SELECT * FROM Info_Contacts

Retrieve details of a specified Contact.

SELECT * FROM Info_Contacts WHERE Id = '1322606759569284'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the contact.
Name String The full name of the contact.
Email String The email address of the contac.

Smartsheet Connector for CData Sync

Info_Favorites

Query Smartsheet Favorites.

Table Specific Information

Select

This view returns a list of Favorite objects.

Retrieve all Favorite objects.

SELECT * FROM Info_Favorites

Columns

Name Type References Description
ObjectId String The unique identifier of the item marked as a favorite. If the favorite type is template, only a private sheet-type template Id is allowed.
Type String The type of the favorite. Possible values: workspace, folder, sheet, report, template.

Smartsheet Connector for CData Sync

Info_Folders

Query Smartsheet Folders in the Sheets Folder for the User, in another Folder, or in a Workspace.

Table Specific Information

Select

Retrieve all Folders.

SELECT * FROM Info_Folders

Retrieve details for a Folder.

SELECT * FROM Info_Folders WHERE Id = '2035256120371076'

Retrieve Folders of a specified Workspace.

SELECT * FROM Info_Folders WHERE WorkspaceId = '2940085806098308'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the folder.
Name String The folder name.
Permalink String URL that represents a direct link to the Folder in Smartsheet.
Favorite Boolean Whether the user has marked the Folder as a Favorite in their Home tab.
WorkspaceId String Id of workspace where this folder is located

Smartsheet Connector for CData Sync

Info_Groups

Query Smartsheet Groups.

Table Specific Information

Select

Retrieve all Groups.

SELECT * FROM Info_Groups

Retrieve details for a Group.

SELECT * FROM Info_Groups WHERE Id = '2035256120371076'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the group.
Name String The name of the group.
Description String The description of the group.
Owner String The email address of the group.
OwnerId String The user Id of the owner of the group.
CreatedAt Datetime Time of creation.
ModifiedAt Datetime Time of the last modification.

Smartsheet Connector for CData Sync

Info_Home

Query objects on the Home tab in Smartsheet. The Home tab shows all objects a User has access to.

Table Specific Information

Select

Retrieve all objects located on the Home tab:

SELECT * FROM Info_Home

Columns

Name Type References Description
SheetsAggregate String Array of sheet objects.
FoldersAggregat String Array of folder objects.
ReportsAggregat String Array of report objects.
TemplatesAggregat String Array of template objects.
WorkspacesAggregat String Array of workspace objects.

Smartsheet Connector for CData Sync

Info_Reports

Query Smartsheet Reports.

Table Specific Information

Select

Retrieve all Reports.

SELECT * FROM Info_Reports

Retrieve Reports located in a specific Workspace.

SELECT * FROM Info_Reports WHERE WorkspaceId = '6773684447799172'

Retrieve Reports located in a specific Folder.

SELECT * FROM Info_Reports WHERE FolderId = '6773684447799172'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the report.
Name String The name of the report.
FolderId String The Id of the folder.
WorkspaceId String Id of workspace where this report is located

Smartsheet Connector for CData Sync

Info_Rows

Query Rows in a Sheet or Report. Each Row is composed of a collection of Cells, and may optionally contain Discussions and Attachments.

Table Specific Information

Select

This view returns a list of Sheet Rows. The SheetId parameter is always required.

Retrieve all Rows of a Sheet.

SELECT * FROM Info_Rows WHERE SheetId = '2940085806098308'

Retrieve details of a specified Row.

SELECT * FROM Info_Rows WHERE SheetId = '2940085806098308' AND Id = '8206230771525508'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the row.
RowNumber Integer The row number within the sheet. Starts at 1.
Version Integer The version number. This is incremented every time a sheet is modified.
FilteredOut Boolean True if this row is filtered out by a column filter (and thus is not displayed in the Smartsheet app). False if the row is not filtered out.
InCriticalPath Boolean True if the sheet is a project sheet with dependencies enabled and this row is in the critical path.
Locked Boolean Whether the row has been locked by the sheet owner or the admin.
LockedForUser Boolean Whether the row is locked for the requesting user.
Expanded Boolean Whether the row is expanded or collapsed.
AccessLevel String The permissions the user has to access the sheet that contains the row.
Format String The format descriptor.
ConditionalFormat String The format descriptor for a conditional filter.
CreatedAt Datetime Time of creation.
ModifiedAt Datetime Time of the last modification.
Permalink String URL that represents a direct link to the row in Smartsheet.
ParentId String The Id of the parent row.
SiblingId String The Id of the previous sibling row at the same hierarchical level of this row.
ToTop Boolean Flag used to specify the location for a new or moved row.
ToBottom Boolean Flag used to specify the location for a new or moved row.
Above Boolean Flag used to specify the location for a new or moved row.
SheetId String The Id of the parent sheet.

Smartsheet Connector for CData Sync

Info_ServerInformation

Query Smartsheet Server Information including application constants.

Table Specific Information

Select

Retrieve Server Information:

SELECT * FROM Info_ServerInformation

Columns

Name Type References Description
SupportedLocales String Array of strings representing all Smartsheet-supported locales.
FormatsDefaults String A format descriptor where each element describes the formats the Smartsheet Web application displays for format values that have not been set.
FontFamily String Font families with additional font information.
FontSize String Font sizes in points.
Bold String Specifies bold font. Possible values: none, on.
Italic String Specifies italic font. Possible values: none, on.
Underline String Specifies underlined font. Possible values: none, on.
Strikethrough String Specifies strikethrough font. Possible values: none, on.
HorizontalAlign String Specifies horizontally aligned text. Possible values: none, on.
VerticalAlign String Specifies vertically aligned text. Possible values: top, middle, bottom. Note: default is the default value, which is equivalent to top.
Color String Color hex values. Note: None is the default value for all colors. Applications will need to handle this value and use app-defined colors (typically this is Black for text color and White for background color).
Currency String Currency codes and symbols.
ThousandsSeparator String Specifies whether the thousands separator for a number is displayed. Possible values: none, on.
NumberFormat String The number format. Possible values: none, NUMBER, CURRENCY, PERCENT.
TextWrap String Whether the text is wrapped. Possible values: none, on.

Smartsheet Connector for CData Sync

Info_Shares

Query the Sharing operations of Reports, Sheets, and Workspaces.

Table Specific Information

Select

This view returns a list of Shares. Either the SheetId or WorkspaceId parameter is always required.

Retrieve all Shares related to a Sheet.

SELECT * FROM Info_Shares WHERE SheetId = '2940085806098308'

Retrieve all Shares related to a Workspace.

SELECT * FROM Info_Shares WHERE WorkspaceId = '1630085806098114'

Retrieve details of a Share related to a specified Sheet.

SELECT * FROM Info_Shares WHERE SheetId = '2940085806098308' AND Id = '1928085806875098'

Retrieve details of a Share related to a specified Workspace.

SELECT * FROM Info_Shares WHERE WorkspaceId = '1630085806098114' AND Id = '2928085806875091'

Columns

Name Type References Description
Id [KEY] String The unique identifier of this share.
Type String The type of this share. Possible values: USER or GROUP.
UserId String The user Id for a user share.
GroupId String The group Id of a group share.
Email String The email address for a user share.
Name String The full name for a user share where the user is also a contact. The group name for a group share.
AccessLevel String The access level for the user or group on the shared object.
Subject String The subject of the email that will optionally be sent to notify the recipient.
Message String The message to be included in the body of the email that will optionally be sent to the recipient.
CcMe Boolean Whether or not to send a copy of the email to the sharer of the sheet.
WorkspaceId String The Id of the workspace.
SheetId String The Id of the sheet.

Smartsheet Connector for CData Sync

Info_Sheets

Query Smartsheets Sheets. A Sheet can exist in the Sheets folder for the user (Home), in a Folder, or in a Workspace. It is comprised of Columns, Rows, and Cells, and may optionally contain Attachments and Discussions.

Table Specific Information

Select

Retrieve all Sheets.

SELECT * FROM Info_Sheets

Retrieve Sheets located in a specific Folder.

SELECT * FROM Info_Sheets WHERE FolderId = '2928085806875091'

Retrieve Sheets located in a specific Workspace.

SELECT * FROM Info_Sheets WHERE WorkspaceId = '1928085806875098'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the sheet.
Name String The name of the sheet.
Owner String Email address of the sheet owner.
OwnerId String User Id of the Sheet owner.
Permalink String URL that represents a direct link to the sheet in Smartsheet.
SourceId String The Id of the Sheet or Template from which the enclosing sheet was created.
SourceType String The type of the source object. Possible values: sheet or template.
CreatedAt Datetime Time that the sheet was created.
ModifiedAt Datetime Time that the sheet was modified.
Version Long A number that is incremented every time a sheet is modified.
TotalRowCount Long The total number of rows in the sheet.
AccessLevel String User permissions on the sheet.
ReadOnly Boolean Whether the Sheet belongs to an expired trial.
GanttEnabled Boolean Whether Gantt is enabled.
DependenciesEnabled Boolean Whether dependencies are enabled.
ResourceManagementEnabled Boolean Whether resource management is enabled.
Favorite Boolean Whether the user has marked this sheet as a favorite in their Home tab.
ShowParentRowsForFilters Boolean Whether the show parent rows option is enabled for the filters.
FromId String The Id of the Template from which to create the Sheet.
WorkspaceId String The Id of the workspace.
FolderId String The Id of the folder.

Smartsheet Connector for CData Sync

Info_Templates

Query Smartsheet Templates.

Table Specific Information

Select

By default this view returns all Templates created by the user. If the TemplateType filter is set to 'public' , the public templates will be returned.

Retrieve all Templates.

SELECT * FROM Info_Templates

Retrieve all other public Templates.

SELECT * FROM Info_Templates WHERE TemplateType = 'public'

Retrieve Templates located on a specific folder.

SELECT * FROM Info_Templates WHERE FolderId = '2928085806875091'

Retrieve Templates located on a specific Workspace.

SELECT * FROM Info_Templates WHERE WorkspaceId = '1928085806875098'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the template.
Name String The name of the template.
Description String The description for the template.
TemplateType String The template type.

The allowed values are public, user.

AccessLevel String The user permissions on the template.
Permalink String The permalink for the template.
Image String The image link for the template.
Locale String The locale for the template.
FolderId String The Id of the folder the template is part of.
WorkspaceId String The Id of the workspace the template is part of.

Smartsheet Connector for CData Sync

Info_Users

Query the Users in the organization.

Table Specific Information

Select

Retrieve all Users.

SELECT * FROM Info_Users

Retrieve all Users of a specific Group.

SELECT * FROM Info_Users WHERE GroupId = '2928085806875091'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the user.
AccountId String The Id of the associated account.
AccountName String The name of the associated account.
Email String The email address of the user.
Name String The full name of the user.
FirstName String The first name of the user.
LastName String The last name of the user.
Admin Boolean Whether the user is a system admin. A system admin can manage users and accounts.
Locale String The locale for the user.
TimeZone String The timezone for the user.
LicensedSheetCreator Boolean Whether the user is a licensed user. A licensed user can create and own sheets.
GroupAdmin Boolean Whether the user is a group admin. A group admin can create and edit groups.
ResourceViewer Boolean Whether the user is a resource viewer. A resource viewer can access resource views.
Status String The status of the user. Possible values: ACTIVE, PENDING, DECLINED.
GroupId String The Id of the group.
Company String The company of the user. This column is only populated when an Id filter is specified.
Department String The department of the user. This column is only populated when an Id filter is specified.
MobilePhone String The mobile phone number of the user. This column is only populated when an Id filter is specified.
LastLogin String The last login time of the user. This is only populated if the user has logged in, and when an Id filter is specified.
Role String The role of the user. This column is only populated when an Id filter is specified.
Title String The title of the user. This column is only populated when an Id filter is specified.
WorkPhone String The work phone number of the user. This column is only populated when an Id filter is specified.

Smartsheet Connector for CData Sync

Info_Workspaces

Query Smartsheet Workspaces.

Table Specific Information

Select

Retrieve all Workspaces.

SELECT * FROM Info_Workspaces

Retrieve all details for a specific Workspace.

SELECT * FROM Info_Workspaces WHERE Id = '2928085806875091'

Columns

Name Type References Description
Id [KEY] String The unique identifier of the workspace.
Name String The name of the workspace.
Favorite Boolean Whether the user has marked the workspace as a Favorite.
AccessLevel String The access permissions the user has to the Workspace.
Permalink String URL that represents a direct link to the workspace in Smartsheet.

Smartsheet Connector for CData Sync

Report_Sales_Activity_And_Team_Objectives

The Smartsheet table Report_Sales_Activity_And_Team_Objectives.

Columns

Name Type References Description
Sheet Name String The Sheet Name column for the table Report_Sales_Activity_And_Team_Objectives.
Primary String The Primary column for the table Report_Sales_Activity_And_Team_Objectives.
Responsible String The Responsible column for the table Report_Sales_Activity_And_Team_Objectives.
Pace String The Pace column for the table Report_Sales_Activity_And_Team_Objectives.
Percent to Goal String The Percent to Goal column for the table Report_Sales_Activity_And_Team_Objectives.
Due Date Datetime The Due Date column for the table Report_Sales_Activity_And_Team_Objectives.
Actual String The Actual column for the table Report_Sales_Activity_And_Team_Objectives.
Quota String The Quota column for the table Report_Sales_Activity_And_Team_Objectives.
Comments String The Comments column for the table Report_Sales_Activity_And_Team_Objectives.
State String The State column for the table Report_Sales_Activity_And_Team_Objectives.

Smartsheet Connector for CData Sync

Report_Tasks_and_Events

Query the Report_Tasks_and_Events view in Smartsheet.

Columns

Name Type References Description
RowId [KEY] String This column is dynamic and maps to the corresponding field in the API.
Sheet Name String This column is dynamic and maps to the corresponding field in the API.
Primary String This column is dynamic and maps to the corresponding field in the API.
Assigned To String This column is dynamic and maps to the corresponding field in the API.
Comments String This column is dynamic and maps to the corresponding field in the API.
Status String This column is dynamic and maps to the corresponding field in the API.
Due Datetime This column is dynamic and maps to the corresponding field in the API.
Due Date Datetime This column is dynamic and maps to the corresponding field in the API.
Budget String This column is dynamic and maps to the corresponding field in the API.
Assigned String This column is dynamic and maps to the corresponding field in the API.
Actual String This column is dynamic and maps to the corresponding field in the API.
Notes & Comments String This column is dynamic and maps to the corresponding field in the API.
Reviewed Boolean This column is dynamic and maps to the corresponding field in the API.
Progress String This column is dynamic and maps to the corresponding field in the API.

Smartsheet Connector for CData Sync

Data Type Mapping

Data Type Mappings

The Sync App maps types from the data source to the corresponding data type available in the schema. The table below documents these mappings.

Smartsheet CData Schema
Auto-Number int
Checkbox bool
Contact list string
Created (Date) datetime
Created By string
Date date
Dropdown List string
Modified (Date) datetime
Modified By string
Symbols (Flag/Star) bool
Symbols (Dropdowns) string
Text/Number (Text) string
Text/Number (Whole Number) int (<2,147,483,647) or long (>2,147,483,647)
Text/Number (Decimal) float

Smartsheet Connector for CData Sync

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication


PropertyDescription
AuthSchemeWhether to use Personal Access Token Authentication or OAuth Authentication when connecting to Smartsheet.
PersonalAccessTokenThe Personal Access Token that can be generated from the Smartsheet UI.

Connection


PropertyDescription
RegionThe hosting region for your Smartsheet account.

OAuth


PropertyDescription
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.

SSL


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.

Firewall


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.

Proxy


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Logging


PropertyDescription
LogModulesCore modules to be included in the log file.

Schema


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Miscellaneous


PropertyDescription
HeaderIndicates whether or not the provider should detect column names from the first row.
HideFormattingCharactersSet to True if you want to hide currency symbols and percentage signs in numeric values. This will also convert these columns from varchar to double. Only works if TypeDetectionScheme is set to RowScan and at least the first RowScanDepth values for that column are convertable to double.
IgnoreRowsNotFoundIf set to false and any of the specified Row IDs are not found, no rows will be deleted, and a 'not found' error will be returned.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PagesizeThe maximum number of results to return per page from Smartsheet.
PseudoColumnsThis property indicates whether or not to include pseudo columns as columns to the table.
ReportCompatibilityLevelControls whether new functionality, such as multi-contact data is returned as: Backwards-compatible, text format (level 0, default) Multi-contact data (level 1) Multi-contact data (report-compatible, level 2) Multi-picklist data (level 3) .
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
TypeDetectionSchemeDetermines how to determine the data types of columns.
UseFullFilePathsAsTableNamesWhether or not to include the full file path in the name of an exposed table or view, corresponding to a sheet or report.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.
ValueSourceIndicates whether the cell will use the Value fields as its value or the DisplayValue field.
Smartsheet Connector for CData Sync

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.


PropertyDescription
AuthSchemeWhether to use Personal Access Token Authentication or OAuth Authentication when connecting to Smartsheet.
PersonalAccessTokenThe Personal Access Token that can be generated from the Smartsheet UI.
Smartsheet Connector for CData Sync

AuthScheme

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

Remarks

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

Smartsheet Connector for CData Sync

PersonalAccessToken

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

Remarks

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

Smartsheet Connector for CData Sync

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.


PropertyDescription
RegionThe hosting region for your Smartsheet account.
Smartsheet Connector for CData Sync

Region

The hosting region for your Smartsheet account.

Remarks

The hosting region for your Smartsheet account. Available values are: GLOBAL,EU,GOV.

Smartsheet Connector for CData Sync

OAuth

This section provides a complete list of the OAuth properties you can configure in the connection string for this provider.


PropertyDescription
OAuthClientIdThe client Id assigned when you register your application with an OAuth authorization server.
OAuthClientSecretThe client secret assigned when you register your application with an OAuth authorization server.
Smartsheet Connector for CData Sync

OAuthClientId

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

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId value, sometimes also called a consumer key, and a client secret, the OAuthClientSecret.

Smartsheet Connector for CData Sync

OAuthClientSecret

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

Remarks

As part of registering an OAuth application, you will receive the OAuthClientId, also called a consumer key. You will also receive a client secret, also called a consumer secret. Set the client secret in the OAuthClientSecret property.

Smartsheet Connector for CData Sync

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.


PropertyDescription
SSLServerCertThe certificate to be accepted from the server when connecting using TLS/SSL.
Smartsheet Connector for CData Sync

SSLServerCert

The certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If using a TLS/SSL connection, this property can be used to specify the TLS/SSL certificate to be accepted from the server. Any other certificate that is not trusted by the machine is rejected.

This property can take the following forms:

Description Example
A full PEM Certificate (example shortened for brevity) -----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----
A path to a local file containing the certificate C:\cert.cer
The public key (example shortened for brevity) -----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----
The MD5 Thumbprint (hex values can also be either space or colon separated) ecadbdda5a1529c58a1e9e09828d70e4
The SHA1 Thumbprint (hex values can also be either space or colon separated) 34a929226ae0819f2ec14b4a3d904f801cbb150d

If not specified, any certificate trusted by the machine is accepted.

Use '*' to signify to accept all certificates. Note that this is not recommended due to security concerns.

Smartsheet Connector for CData Sync

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.


PropertyDescription
FirewallTypeThe protocol used by a proxy-based firewall.
FirewallServerThe name or IP address of a proxy-based firewall.
FirewallPortThe TCP port for a proxy-based firewall.
FirewallUserThe user name to use to authenticate with a proxy-based firewall.
FirewallPasswordA password used to authenticate to a proxy-based firewall.
Smartsheet Connector for CData Sync

FirewallType

The protocol used by a proxy-based firewall.

Remarks

This property specifies the protocol that the Sync App will use to tunnel traffic through the FirewallServer proxy. Note that by default, the Sync App connects to the system proxy; to disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

Type Default Port Description
TUNNEL 80 When this is set, the Sync App opens a connection to Smartsheet and traffic flows back and forth through the proxy.
SOCKS4 1080 When this is set, the Sync App sends data through the SOCKS 4 proxy specified by FirewallServer and FirewallPort and passes the FirewallUser value to the proxy, which determines if the connection request should be granted.
SOCKS5 1080 When this is set, the Sync App sends data through the SOCKS 5 proxy specified by FirewallServer and FirewallPort. If your proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

Smartsheet Connector for CData Sync

FirewallServer

The name or IP address of a proxy-based firewall.

Remarks

This property specifies the IP address, DNS name, or host name of a proxy allowing traversal of a firewall. The protocol is specified by FirewallType: Use FirewallServer with this property to connect through SOCKS or do tunneling. Use ProxyServer to connect to an HTTP proxy.

Note that the Sync App uses the system proxy by default. To use a different proxy, set ProxyAutoDetect to false.

Smartsheet Connector for CData Sync

FirewallPort

The TCP port for a proxy-based firewall.

Remarks

This specifies the TCP port for a proxy allowing traversal of a firewall. Use FirewallServer to specify the name or IP address. Specify the protocol with FirewallType.

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FirewallUser

The user name to use to authenticate with a proxy-based firewall.

Remarks

The FirewallUser and FirewallPassword properties are used to authenticate against the proxy specified in FirewallServer and FirewallPort, following the authentication method specified in FirewallType.

Smartsheet Connector for CData Sync

FirewallPassword

A password used to authenticate to a proxy-based firewall.

Remarks

This property is passed to the proxy specified by FirewallServer and FirewallPort, following the authentication method specified by FirewallType.

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Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.


PropertyDescription
ProxyAutoDetectThis indicates whether to use the system proxy settings or not.
ProxyServerThe hostname or IP address of a proxy to route HTTP traffic through.
ProxyPortThe TCP port the ProxyServer proxy is running on.
ProxyAuthSchemeThe authentication type to use to authenticate to the ProxyServer proxy.
ProxyUserA user name to be used to authenticate to the ProxyServer proxy.
ProxyPasswordA password to be used to authenticate to the ProxyServer proxy.
ProxySSLTypeThe SSL type to use when connecting to the ProxyServer proxy.
ProxyExceptionsA semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .
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ProxyAutoDetect

This indicates whether to use the system proxy settings or not.

Remarks

This takes precedence over other proxy settings, so you'll need to set ProxyAutoDetect to FALSE in order use custom proxy settings.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

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ProxyServer

The hostname or IP address of a proxy to route HTTP traffic through.

Remarks

The hostname or IP address of a proxy to route HTTP traffic through. The Sync App can use the HTTP, Windows (NTLM), or Kerberos authentication types to authenticate to an HTTP proxy.

If you need to connect through a SOCKS proxy or tunnel the connection, see FirewallType.

By default, the Sync App uses the system proxy. If you need to use another proxy, set ProxyAutoDetect to false.

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ProxyPort

The TCP port the ProxyServer proxy is running on.

Remarks

The port the HTTP proxy is running on that you want to redirect HTTP traffic through. Specify the HTTP proxy in ProxyServer. For other proxy types, see FirewallType.

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ProxyAuthScheme

The authentication type to use to authenticate to the ProxyServer proxy.

Remarks

This value specifies the authentication type to use to authenticate to the HTTP proxy specified by ProxyServer and ProxyPort.

Note that the Sync App will use the system proxy settings by default, without further configuration needed; if you want to connect to another proxy, you will need to set ProxyAutoDetect to false, in addition to ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

The authentication type can be one of the following:

  • BASIC: The Sync App performs HTTP BASIC authentication.
  • DIGEST: The Sync App performs HTTP DIGEST authentication.
  • NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
  • PROPRIETARY: The Sync App does not generate an NTLM or Kerberos token. You must supply this token in the Authorization header of the HTTP request.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

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ProxyUser

A user name to be used to authenticate to the ProxyServer proxy.

Remarks

The ProxyUser and ProxyPassword options are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

You can select one of the available authentication types in ProxyAuthScheme. If you are using HTTP authentication, set this to the user name of a user recognized by the HTTP proxy. If you are using Windows or Kerberos authentication, set this property to a user name in one of the following formats:

user@domain
domain\user

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ProxyPassword

A password to be used to authenticate to the ProxyServer proxy.

Remarks

This property is used to authenticate to an HTTP proxy server that supports NTLM (Windows), Kerberos, or HTTP authentication. To specify the HTTP proxy, you can set ProxyServer and ProxyPort. To specify the authentication type, set ProxyAuthScheme.

If you are using HTTP authentication, additionally set ProxyUser and ProxyPassword to HTTP proxy.

If you are using NTLM authentication, set ProxyUser and ProxyPassword to your Windows password. You may also need these to complete Kerberos authentication.

For SOCKS 5 authentication or tunneling, see FirewallType.

By default, the Sync App uses the system proxy. If you want to connect to another proxy, set ProxyAutoDetect to false.

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ProxySSLType

The SSL type to use when connecting to the ProxyServer proxy.

Remarks

This property determines when to use SSL for the connection to an HTTP proxy specified by ProxyServer. This value can be AUTO, ALWAYS, NEVER, or TUNNEL. The applicable values are the following:

AUTODefault setting. If the URL is an HTTPS URL, the Sync App will use the TUNNEL option. If the URL is an HTTP URL, the component will use the NEVER option.
ALWAYSThe connection is always SSL enabled.
NEVERThe connection is not SSL enabled.
TUNNELThe connection is through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

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ProxyExceptions

A semicolon separated list of destination hostnames or IPs that are exempt from connecting through the ProxyServer .

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note that the Sync App uses the system proxy settings by default, without further configuration needed; if you want to explicitly configure proxy exceptions for this connection, you need to set ProxyAutoDetect = false, and configure ProxyServer and ProxyPort. To authenticate, set ProxyAuthScheme and set ProxyUser and ProxyPassword, if needed.

Smartsheet Connector for CData Sync

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.


PropertyDescription
LogModulesCore modules to be included in the log file.
Smartsheet Connector for CData Sync

LogModules

Core modules to be included in the log file.

Remarks

Only the modules specified (separated by ';') will be included in the log file. By default all modules are included.

See the Logging page for an overview.

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Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.


PropertyDescription
LocationA path to the directory that contains the schema files defining tables, views, and stored procedures.
BrowsableSchemasThis property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.
TablesThis property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.
ViewsRestricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.
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Location

A path to the directory that contains the schema files defining tables, views, and stored procedures.

Remarks

The path to a directory which contains the schema files for the Sync App (.rsd files for tables and views, .rsb files for stored procedures). The folder location can be a relative path from the location of the executable. The Location property is only needed if you want to customize definitions (for example, change a column name, ignore a column, and so on) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is "%APPDATA%\\CData\\Smartsheet Data Provider\\Schema" with %APPDATA% being set to the user's configuration directory:

Platform %APPDATA%
Windows The value of the APPDATA environment variable
Linux ~/.config

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BrowsableSchemas

This property restricts the schemas reported to a subset of the available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC.

Remarks

Listing the schemas from databases can be expensive. Providing a list of schemas in the connection string improves the performance.

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Tables

This property restricts the tables reported to a subset of the available tables. For example, Tables=TableA,TableB,TableC.

Remarks

Listing the tables from some databases can be expensive. Providing a list of tables in the connection string improves the performance of the Sync App.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

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Views

Restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC.

Remarks

Listing the views from some databases can be expensive. Providing a list of views in the connection string improves the performance of the Sync App.

This property can also be used as an alternative to automatically listing views if you already know which ones you want to work with and there would otherwise be too many to work with.

Specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note that when connecting to a data source with multiple schemas or catalogs, you will need to provide the fully qualified name of the table in this property, as in the last example here, to avoid ambiguity between tables that exist in multiple catalogs or schemas.

Smartsheet Connector for CData Sync

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.


PropertyDescription
HeaderIndicates whether or not the provider should detect column names from the first row.
HideFormattingCharactersSet to True if you want to hide currency symbols and percentage signs in numeric values. This will also convert these columns from varchar to double. Only works if TypeDetectionScheme is set to RowScan and at least the first RowScanDepth values for that column are convertable to double.
IgnoreRowsNotFoundIf set to false and any of the specified Row IDs are not found, no rows will be deleted, and a 'not found' error will be returned.
MaxRowsLimits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.
OtherThese hidden properties are used only in specific use cases.
PagesizeThe maximum number of results to return per page from Smartsheet.
PseudoColumnsThis property indicates whether or not to include pseudo columns as columns to the table.
ReportCompatibilityLevelControls whether new functionality, such as multi-contact data is returned as: Backwards-compatible, text format (level 0, default) Multi-contact data (level 1) Multi-contact data (report-compatible, level 2) Multi-picklist data (level 3) .
RowScanDepthThe maximum number of rows to scan to look for the columns available in a table.
TimeoutThe value in seconds until the timeout error is thrown, canceling the operation.
TypeDetectionSchemeDetermines how to determine the data types of columns.
UseFullFilePathsAsTableNamesWhether or not to include the full file path in the name of an exposed table or view, corresponding to a sheet or report.
UserDefinedViewsA filepath pointing to the JSON configuration file containing your custom views.
UseSimpleNamesBoolean determining if simple names should be used for tables and columns.
ValueSourceIndicates whether the cell will use the Value fields as its value or the DisplayValue field.
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Header

Indicates whether or not the provider should detect column names from the first row.

Remarks

If true, the first row will be used as a column header. Otherwise, the pseudo column names A, B, C, etc. will be used.

The Sync App will follow the additional specifications below to detect column headers:

  • Headers should not contain special characters.
  • All column headers must be nonempty.

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HideFormattingCharacters

Set to True if you want to hide currency symbols and percentage signs in numeric values. This will also convert these columns from varchar to double. Only works if TypeDetectionScheme is set to RowScan and at least the first RowScanDepth values for that column are convertable to double.

Remarks

Set to True if you want to hide currency symbols and percentage signs in numeric values. This will also convert these columns from varchar to double. Only works if TypeDetectionScheme is set to RowScan and at least the first RowScanDepth values for that column are convertable to double.

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IgnoreRowsNotFound

If set to false and any of the specified Row IDs are not found, no rows will be deleted, and a 'not found' error will be returned.

Remarks

If set to false and any of the specified Row IDs are not found, no rows will be deleted, and a 'not found' error will be returned.

Smartsheet Connector for CData Sync

MaxRows

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

Remarks

Limits the number of rows returned when no aggregation or GROUP BY is used in the query. This takes precedence over LIMIT clauses.

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Other

These hidden properties are used only in specific use cases.

Remarks

The properties listed below are available for specific use cases. Normal driver use cases and functionality should not require these properties.

Specify multiple properties in a semicolon-separated list.

Integration and Formatting

DefaultColumnSizeSets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMTDetermines whether to convert date-time values to GMT, instead of the local time of the machine.
RecordToFile=filenameRecords the underlying socket data transfer to the specified file.

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Pagesize

The maximum number of results to return per page from Smartsheet.

Remarks

The Pagesize property affects the maximum number of results to return per page from Smartsheet. Setting a higher value may result in better performance at the cost of additional memory allocated per page consumed.

Smartsheet Connector for CData Sync

PseudoColumns

This property indicates whether or not to include pseudo columns as columns to the table.

Remarks

This setting is particularly helpful in Entity Framework, which does not allow you to set a value for a pseudo column unless it is a table column. The value of this connection setting is of the format "Table1=Column1, Table1=Column2, Table2=Column3". You can use the "*" character to include all tables and all columns; for example, "*=*".

Smartsheet Connector for CData Sync

ReportCompatibilityLevel

Controls whether new functionality, such as multi-contact data is returned as: Backwards-compatible, text format (level 0, default) Multi-contact data (level 1) Multi-contact data (report-compatible, level 2) Multi-picklist data (level 3) .

Remarks

The minimum level required to get data for 'report' tables is 2.

Smartsheet Connector for CData Sync

RowScanDepth

The maximum number of rows to scan to look for the columns available in a table.

Remarks

The columns in a table must be determined by scanning table rows. This value determines the maximum number of rows that will be scanned.

Setting a high value may decrease performance. Setting a low value may prevent the data type from being determined properly, especially when there is null data.

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Timeout

The value in seconds until the timeout error is thrown, canceling the operation.

Remarks

If Timeout = 0, operations do not time out. The operations run until they complete successfully or until they encounter an error condition.

If Timeout expires and the operation is not yet complete, the Sync App throws an exception.

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TypeDetectionScheme

Determines how to determine the data types of columns.

Remarks

NoneSetting TypeDetectionScheme to None will return all columns as the string type. Note: Even when set to None, the column names will still be scanned when Header is set to True.
RowScanSetting TypeDetectionScheme to RowScan will scan rows to heuristically determine the data type. The RowScanDepth determines the number of rows to be scanned.
ColumnFormatSetting TypeDetectionScheme to ColumnFormat will report the data type based on the format of the column.

Smartsheet Connector for CData Sync

UseFullFilePathsAsTableNames

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

Remarks

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.

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UserDefinedViews

A filepath pointing to the JSON configuration file containing your custom views.

Remarks

User Defined Views are defined in a JSON-formatted configuration file called UserDefinedViews.json. The Sync App automatically detects the views specified in this file.

You can also have multiple view definitions and control them using the UserDefinedViews connection property. When you use this property, only the specified views are seen by the Sync App.

This User Defined View configuration file is formatted as follows:

  • Each root element defines the name of a view.
  • Each root element contains a child element, called query, which contains the custom SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM Sheet_Test_Sheet WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}
Use the UserDefinedViews connection property to specify the location of your JSON configuration file. For example:
"UserDefinedViews", C:\Users\yourusername\Desktop\tmp\UserDefinedViews.json
Note that the specified path is not embedded in quotation marks.

Smartsheet Connector for CData Sync

UseSimpleNames

Boolean determining if simple names should be used for tables and columns.

Remarks

Smartsheet tables and columns can use special characters in names that are normally not allowed in standard databases. UseSimpleNames makes the Sync App easier to use with traditional database tools.

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.

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ValueSource

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

Remarks

  • If Auto the driver will use which field its not empty.
  • If Value the driver will use the Value field.
  • If DisplayValue the driver will use the DisplayValue field.

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