Establishing a Connection
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.
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:
- Log into Smartsheet.
- Click Account and select Personal Settings.
- Click API Access and use the form to generate new access tokens or manage existing access tokens.
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.
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.