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Smartsheet

Smartsheet

Setup Guide

Follow these steps to connect Smartsheet to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Smartsheet into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

PersonalAccessToken

  1. Enter your Personal Access Token. You can get your token in your Smartsheet Account by navigating to Account > Personal Settings > API Access and using the provided form to generate it.

  2. At the top of the CData Connect Cloud Add Smartsheet Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuth

  1. Enter the OAuth Client Id assigned when you registered your Smartsheet account for OAuth.

  2. Enter the OAuth Client Secret for your Smartsheet account for OAuth.

  3. At the top of the CData Connect Cloud Add Smartsheet Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

More Information

For more information about interactions between CData Connect Cloud and Smartsheet, see this information page.