How to integrate Smartsheet with Power BI

Learn how to quickly and efficiently connect Smartsheet with Power BI for smooth data access.

Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required. You can do it all using the high-performance Smartsheet ODBC Driver for Power BI (often referred to as the Smartsheet Connector). We'll walk you through the entire setup.

Ready to dive in? Download the product to jump right in, or follow the step-by-step guide below to see how it works.

Video Tutorial

This video covers the following topics and more, so please watch carefully. After watching the video, follow the steps outlined in this article:

• How to download and install the required PowerPack for Smartsheet integration in Power BI
• How to configure the connection for Smartsheet
• Features of the ZappySys API Driver (Authentication / Query Language / Examples / Driver UI)
• How to use the Smartsheet in Power BI

Create data source using Smartsheet ODBC Driver

Step-by-step instructions

To get data from Smartsheet using Power BI, we first need to create an ODBC data source. We will later read this data in Power BI. Perform these steps:

1. Download and install ODBC PowerPack (if you haven't already).

2. Search for odbc and open the ODBC Data Sources (64-bit):

   

3. Create a User data source (User DSN) based on the ZappySys API Driver driver:

   ZappySys API Driver

   
   • Create and use a User DSN if the client application runs under a User Account. This is the ideal option at design time (e.g., when developing in Visual Studio). Use it for both types of applications (64-bit and 32-bit).
   • Create and use a System DSN if the client application runs under a System Account (e.g., as a Windows Service). This is usually the required option in a production environment. If your Windows Service is a 32-bit application, you must use the 32-bit ODBC Data Source Administrator to configure this
   When deployed to production, Power BI runs under a Service Account. Therefore, for the production environment, you must create and use a System DSN.

4. When the Configuration window appears give your data source a name if you haven't done that already, then select "Smartsheet" from the list of Popular Connectors. If "Smartsheet" is not present in the list, then click "Search Online" and download it. Then set the path to the location where you downloaded it. Finally, click Continue >> to proceed with configuring the DSN:

   SmartsheetDSN

   Smartsheet

   

5. Now it's time to configure the Connection Manager. Select Authentication Type, e.g. Token Authentication. Then select API Base URL (in most cases, the default one is the right one). More info is available in the Authentication section.

   OAuth (Dynamic Token)

   Smartsheet authentication

   OAuth Walkthrough

   Apps connect to Smartsheet using OAuth 2.0 to authenticate and authorize users. If you are building an app, this documentation will walk you through the steps you need to authenticate your users. The Smartsheet SDKs contain APIs for OAuth 2.0.

   NOTE: For users of apps like AWS AppFabric, you will need a Tenant ID. You can find your Tenant ID in Admin Center under Security & Controls. There is a Smartsheet Tenant ID pane.

   First Steps

   Before you can start using OAuth 2.0 with your app, Smartsheet needs the following information:

   1. You must register with Smartsheet to get a developer account*. The developer account gives you access to "Developer Tools", which is where you manage your app.
   2. In "Developer Tools", complete any required fields in your developer profile.
   3. In "Developer Tools", register your app so Smartsheet can assign a client Id and a client secret to the app.
   4. Review the list of access scopes. You'll need to choose which ones your app needs to get to a user's Smartsheet data, and then ask the user to consent to that access.
   5. After you've worked through these steps, you'll be ready to implement the OAuth Flow.

   Open Developer Tools

   1. Log in to Smartsheet with your developer account.
   2. Click the "Account" button in the lower-left corner of your Smartsheet screen, and then click "Developer Tools".
   3. Do one of the following:
      • If you need to register an app, click "Create New App".
      • If you need to manage an app, click "view/edit" for the app.

   Register Your App Using Developer Tools

   1. Log in to Smartsheet with your developer account.
   2. Click the "Account" button in the upper-right corner of your Smartsheet screen, and then click "Developer Tools".
   3. In the "Create New App" form, provide the following information:
      • Name: the name the user sees to identify your app
      • Description: a brief description intended for the user
      • URL: the URL to launch your app, or the landing page if not a web app
      • Contact/support: support information for the user
      • Redirect URL: also known as a callback URL. The URL within your application that will receive the OAuth 2.0 credentials After you click "Save", Smartsheet assigns a client Id and secret to your app. Make a note of these Ids for the next steps; however, you can always look them up again in "Developer Tools".

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to OAuth (Dynamic Token) [OAuth]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Press Generate Token button to generate the tokens.
   5. Finally, hit OK button:

   SmartsheetDSN

   Smartsheet

   OAuth (Dynamic Token) [OAuth]

   https://api.smartsheet.com/2.0

   Required Parameters
   ClientId	Fill-in the parameter...
   ClientSecret	Fill-in the parameter...
   Scope	Fill-in the parameter...
   Optional Parameters
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429|503
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

   Static Token

   Smartsheet authentication

   Raw Token Requests

   If you want to get started quickly, or are developing a standalone application that can run with your credentials, follow these instructions:

   1. Click the "Account" button in the lower-left corner of the Smartsheet screen, and then click "Personal Settings".
   2. Click the "API Access" tab.
   3. Click the "Generate new access token" button to obtain an access token.

   The access token must be sent with every API call in an HTTP authorization header (except for therequests to Get Access Token or Refresh Access Token). Once you have an access token, include it in the Authorization header for every request you make:

   Authorization: Bearer JKlMNOpQ12RStUVwxYZAbcde3F5g6hijklM789

   The header name is Authorization and the value of the header is Bearer JKlMNOpQ12RStUVwxYZAbcde3F5g6hijklM789. Since the access token is being transmitted in clear text, all API calls are done over HTTPS.

   NOTE: A best practice is to use a shared account, such as ticket-processor@example.com, rather than your individual work account.

   API Connection Manager configuration

   Just perform these simple steps to finish authentication configuration:

   1. Set Authentication Type to Static Token [Http]
   2. Optional step. Modify API Base URL if needed (in most cases default will work).
   3. Fill in all the required parameters and set optional parameters if needed.
   4. Finally, hit OK button:

   SmartsheetDSN

   Smartsheet

   Static Token [Http]

   https://api.smartsheet.com/2.0

   Required Parameters
   Access Token	Fill-in the parameter...
   Optional Parameters
   RetryMode	RetryWhenStatusCodeMatch
   RetryStatusCodeList	429|503
   RetryCountMax	5
   RetryMultiplyWaitTime	True

   

6. Once the data source connection has been configured, it's time to configure the SQL query. Select the Preview tab and then click Query Builder button to configure the SQL query:

   

   ZappySys API Driver - Smartsheet

   Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required.

   SmartsheetDSN

   

7. Start by selecting the Table or Endpoint you are interested in and then configure the parameters. This will generate a query that we will use in Power BI to retrieve data from Smartsheet. Hit OK button to use this query in the next step.

   SELECT * FROM Sheets --Where Id='5815807987847055'

   
   Some parameters configured in this window will be passed to the Smartsheet API, e.g. filtering parameters. It means that filtering will be done on the server side (instead of the client side), enabling you to get only the meaningful data much faster.

8. Now hit Preview Data button to preview the data using the generated SQL query. If you are satisfied with the result, use this query in Power BI:

   

   ZappySys API Driver - Smartsheet

   Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required.

   SmartsheetDSN

   SELECT * FROM Sheets --Where Id='5815807987847055'

   
   You can also access data quickly from the tables dropdown by selecting <Select table>.
   A WHERE clause, LIMIT keyword will be performed on the client side, meaning that the whole result set will be retrieved from the Smartsheet API first, and only then the filtering will be applied to the data. If possible, it is recommended to use parameters in Query Builder to filter the data on the server side (in Smartsheet servers).

9. Click OK to finish creating the data source.

Video Tutorial

Connect to Smartsheet data in Power BI

Import data from a table or view

1. Once you open Power BI Desktop click Get Data to get data from ODBC:

   

2. A window opens, and then search for "odbc" to get data from ODBC data source:

   

3. Another window opens and asks to select a Data Source we already created. Choose SmartsheetDSN and continue:

   SmartsheetDSN

   

4. Most likely, you will be asked to authenticate to a newly created DSN. Just select Windows authentication option together with Use my current credentials option:

   SmartsheetDSN

   

5. Finally, you will be asked to select a table or view to get data from. Select one and load the data!

   

6. Finally, finally, read extracted data from Smartsheet in a Power BI report:

   

Import data using a SQL query

If you wish to import Smartsheet data from SQL query rather than a table then you can use advanced options during import steps (as below). After selecting DSN you can click on advanced options to see SQL Query editor.

SmartsheetDSN

SELECT * FROM Sheets --Where Id='5815807987847055'

Publish Power BI report to Power BI service

Here are the instructions on how to publish a Power BI report to Power BI service from Power BI Desktop application:

1. First of all, go to Power BI Desktop, open a Power BI report, and click Publish button:

   

2. Then select the Workspace you want to publish report to and hit Select button:

   

3. Finally, if everything went right, you will see a window indicating success:

   

What's next? If you need to periodically refresh Power BI semantic model (dataset) to ensure data accuracy and up-to-dateness, you can accomplish that by using Microsoft On-premises data gateway. Proceed to the next section - Refresh the Power BI semantic model via the gateway - and learn how to do that.

Refresh the Power BI semantic model (dataset) via the gateway

Power BI allows you to refresh semantic models (previously known as "datasets") that are based on data sources residing on-premises. This is achieved using the Microsoft On-premises data gateway. It acts as a secure bridge between Power BI cloud services and your local Smartsheet ODBC data source:

There are two types of On-premises data gateways:

You can download the On-premises data gateway directly from the Microsoft Fabric or Power BI portals:

Below are instructions on how to refresh the semantic model using both gateway types.

Use the Standard mode gateway (recommended)

Best for enterprise production environments where multiple users need to share the same gateway connection.

Follow these steps to refresh a Power BI semantic model using the On-premises data gateway (Standard mode):

1. Go to Power BI My workspace, hover your mouse cursor over your semantic model, and click Settings:

   

2. If you see this view, it means you must install the On-premises data gateway (Standard mode):

   

3. Download On-premises data gateway (standard mode) and run the installer.

4. Once the configuration window opens, sign in:

   
   Sign in with the same email address you use for Microsoft Fabric.

5. Select Register a new gateway on this computer (or migrate an existing one):

   

6. Name your gateway, enter a Recovery key, and click the Configure button:

   
   Save your Recovery Key in a safe place (like a password manager). If you lose it, you cannot restore or migrate this gateway later.

7. Once Microsoft gateway is installed, check if it registered correctly:

   • Go back to Power BI portal

   • Click Gear icon on top-right

   • And then hit Manage connections and gateways menu item

   

8. Continue by clicking the On-premises data gateway tab and selecting Standard mode gateways from the dropdown menu:

   

   If your gateway is not listed, the registration may have failed. To resolve this:

   • Wait a couple of minutes and refresh Power BI portal page
   • Restart the machine where On-premises data gateway is installed
   • Check firewall settings

9. Success! The gateway is now Online and ready to handle requests.

10. Now, return to your semantic model settings in the Power BI portal. Refresh the page, and you should see your newly created gateway. Click the arrow icon to expand the options, and then click the Add to gateway link:

    ODBC{"connectionstring":"dsn=SmartsheetDSN"}

    

11. Once you do that, you will create a new gateway connection. Give it a name, set the Authentication method, Privacy level, and click the Create button:

    dsn=SmartsheetDSN

    
    In this example, we use the least restrictive Privacy level.

    If your connection uses a full connection string, you may hit a length limitation when entering it into the field. To create the connection, you will need to shorten it manually. Check the section about the limitation of a full connection string on how to accomplish this.

    On-premises data gateway (Personal mode) does not have this limitation.

12. Select the newly created connection to map it to your dataset:

    ODBC{"connectionstring":"dsn=SmartsheetDSN"}

    

13. Finally, you can refresh the semantic model:

    

Use the Personal mode gateway (POC)

Best for single-user scenarios, quick tests (POC), or when you don't have administrative rights to install the Standard gateway.

Follow these steps to refresh a Power BI semantic model using the On-premises data gateway (Personal mode):

1. Go to Power BI My workspace, hover your mouse cursor over your semantic model, and click Settings:

   

2. If you see this view, it means you must install the On-premises data gateway (Personal mode):

   

3. Install On-premises data gateway (personal mode) and sign-in:

   
   Use the same email address you use when logging in into your account.

4. Once Microsoft gateway is installed, check if it registered correctly:

   • Go back to Power BI portal

   • Click Gear icon on top-right

   • And then hit Manage connections and gateways menu item

   

5. Continue by clicking On-premises data gateway tab and select Personal mode option from the dropdown:

   

   If your gateway is not listed, the registration may have failed. To resolve this:

   • Wait a couple of minutes and refresh Power BI portal page
   • Restart the machine where On-premises data gateway is installed
   • Check firewall settings

6. The On-premises data gateway is now Online and ready to receive requests.

7. Return to your semantic model Settings, expand Data source credentials, click Edit credentials, select the Authentication method and the Privacy level, and then click the Sign in button:

   dsn=SmartsheetDSN

   

8. Finally, you are ready to refresh your semantic model:

   

Advanced topics

Editing query in Power BI

There will be a time you need to change the initial query after importing data into Power BI. Don't worry, just right-click on your table and click Edit query menu item:

Using parameters for dynamic queries

In the real world, many values of your REST / SOAP API call may be coming from parameters. If that's the case for you can try to edit script manually as below. In below example its calling SQL Query with POST method and passing some parameters. Notice below where paraAPIKey is Power BI Parameter (string type). You can use parameters anywhere in your script just like the normal variable.

To use a parameter in Power BI report, follow these simple steps:

1. Firstly, you need to Edit query of your table (see previous section)

2. Then just create a new parameter by clicking Manage Parameters dropdown, click New Parameter option, and use it in the query:

                   
                               = Odbc.Query("dsn=SmartsheetDSN",
                                            "SELECT ProductID, ProductName, UnitPrice, UnitsInStock
                                             FROM Products
                                             WHERE UnitPrice > " & Text.From(MyParameter) & "
                                             ORDER BY UnitPrice")
                           
                   

   
   Refer to Power Query M reference for more information on how to use its advanced features in your queries.

Using DirectQuery (live connection)

By default, Power BI imports Smartsheet data into its internal cache. However, if you require real-time data, you can use the DirectQuery mode.

Since the native Power BI ODBC connector limits you to Import mode, we must bridge the connection via Microsoft SQL Server. To do this, we configure the ZappySys Data Gateway and create a Linked Server pointing to it:

Follow these steps to use DirectQuery:

1. Configure ZappySys Data Gateway and create a Linked Server in SQL Server.

2. Once the Linked Server is ready, open Power BI Desktop.

3. Click Get Data and select SQL Server.

4. Enter your SQL Server instance name and a valid database name (e.g., master).

5. Under Data Connectivity mode, select DirectQuery.

6. Expand Advanced options and enter your SQL query using the OPENQUERY syntax below (replace [LINKED_SERVER_NAME] with your actual Linked Server name):

   SELECT * FROM OPENQUERY([LS_TO_SMARTSHEET_IN_GATEWAY], 'SELECT * FROM Sheets --Where Id=''5815807987847055''')

   

   SELECT * FROM OPENQUERY([LS_TO_SMARTSHEET_IN_GATEWAY], 'SELECT * FROM Sheets --Where Id=''5815807987847055''')

7. Click OK and load the data. Your Smartsheet data is now linked live rather than imported.

Using full ODBC connection string

In the previous steps we used a very short format of ODBC connection string - a DSN. Yet sometimes you don't want a dependency on an ODBC data source (and an extra step). In those times, you can define a full connection string and skip creating an ODBC data source entirely. Let's see below how to accomplish that in the below steps:

1. Open ODBC data source configuration and click Copy settings:
   

   ZappySys API Driver - Configuration [Version: 2.0.1.10418]

   ZappySys API Driver - Smartsheet

   Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required.

   SmartsheetDSN

   
2. The window opens, telling us the connection string was successfully copied to the clipboard:
3. Then just paste the connection string into your script:
   SmartsheetDSN

   DRIVER={ZappySys API Driver};ServiceUrl=https://api.smartsheet.com/2.0;ScopeSeparator={space};AuthorizeInFullBrowser=True;ReturnUrl=https://zappysys.com/oauth;AuthUrl=https://app.smartsheet.com/b/authorize;TokenUrl=https://api.smartsheet.com/2.0/token;Scope=[$Scope$];UseCustomApp=True;

   
4. You are good to go! The script will execute the same way as using a DSN.

Handling limitations of using a full connection string

Despite using a full ODBC connection string may be very convenient it comes with a limitation: it's length is limited to 1024 symbols (or sometimes more). It usually happens when API provider generates a very long Refresh Token when OAuth is at play. If you are using such a long ODBC connection string, you may get this error:

"Connection string exceeds maximum allowed length of 1024"

But there is a solution to this by storing the full connection string in a file. Follow the steps below to achieve this:

1. Open your ODBC data source.
2. Click Copy settings button to copy a full connection string (see the previous section on how to accomplish that).
3. Then create a new file, let's say, in C:\temp\odbc-connection-string.txt.
4. Continue by pasting the copied connection string into a newly created file and save it.
5. Finally, the last step! Just construct a shorter ODBC connection string using this format:

   DRIVER={ZappySys API Driver};SettingsFile=C:\temp\odbc-connection-string.txt

6. Our troubles are over! Now you should be able to use this connection string in Power BI with no problems.

Optional: Centralized data access via ZappySys Data Gateway

In some situations, you may need to provide Smartsheet data access to multiple users or services. Configuring the data source on a Data Gateway creates a single, centralized connection point for this purpose.

This configuration provides two primary advantages:

• Centralized data access
  The data source is configured once on the gateway, eliminating the need to set it up individually on each user's machine or application. This significantly simplifies the management process.
• Centralized access control
  Since all connections route through the gateway, access can be governed or revoked from a single location for all users.

To achieve this, you must first create a data source in the Data Gateway (server-side) and then create an ODBC data source in Power BI (client-side) to connect to it.

Let's not wait and get going!

Create Smartsheet data source in the gateway

In this section we will create a data source for Smartsheet in the Data Gateway. Let's follow these steps to accomplish that:

1. Search for gateway in the Windows Start Menu and open ZappySys Data Gateway Configuration:

   

2. Go to the Users tab and follow these steps to add a Data Gateway user:

   • Click the Add button
   • In the Login field enter a username, e.g., john
   • Then enter a Password
   • Check the Is Administrator checkbox
   • Click OK to save
   

3. Now we are ready to add a data source:

   • Click the Add button
   • Give the Data source a name (have it handy for later)
   • Then select Native - ZappySys API Driver
   • Finally, click OK
   SmartsheetDSN

   ZappySys API Driver

   

4. When the ZappySys API Driver configuration window opens, go back to ODBC Data Source Administrator where you already have the Smartsheet ODBC data source created and configured, and follow these steps on how to Import data source configuration into the Gateway:

   • Open ODBC data source configuration and click Copy settings:
     

     ZappySys API Driver - Configuration [Version: 2.0.1.10418]

     ZappySys API Driver - Smartsheet

     Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required.

     SmartsheetDSN

     
   • The window opens, telling us the connection string was successfully copied to the clipboard:

   • Then go to Data Gateway configuration and in data source configuration window click Load settings:

     SmartsheetDSN

     

     ZappySys API Driver - Configuration [Version: 2.0.1.10418]

     ZappySys API Driver - Smartsheet

     Read and write Smartsheet data effortlessly. Integrate, manage, and automate sheets, rows, and reports — almost no coding required.

     SmartsheetDSN

     
   • Once a window opens, just paste the settings by pressing CTRL+V or by clicking right mouse button and then Paste option.

5. Once done, go to the Network Settings tab and Add a firewall rule for inbound traffic:

   
   • This will initially allow all inbound traffic.
   • Click Edit IP filters to restrict access to specific IP addresses or ranges.

6. Crucial Step: After creating or modifying the data source, you must:

   • Click the Save button to persist your changes.
   • Hit Yes when prompted to restart the Data Gateway service.

   This ensures all changes are properly applied:

   
   Skipping this step may cause the new settings to fail, preventing you from connecting to the data source.

Create ODBC data source to connect to the gateway

In this part we will create an ODBC data source to connect to the ZappySys Data Gateway from Power BI. To achieve that, let's perform these steps:

1. Search for odbc and open the ODBC Data Sources (64-bit):

   

2. Create a User data source (User DSN) based on the ODBC Driver 17 for SQL Server driver:

   ODBC Driver 17 for SQL Server

   
   If you don't see the ODBC Driver 17 for SQL Server driver in the list, choose a similar version.

3. Then set a Name for the data source (e.g. Gateway) and the address of the Data Gateway:

   ZappySysGatewayDSN

   localhost,5000

   
   Make sure you separate the hostname and port with a comma, e.g. localhost,5000.

4. Proceed with the authentication part:

   • Select SQL Server authentication
   • In the Login ID field enter the user name you created in the Data Gateway, e.g., john
   • Set Password to the one you configured in the Data Gateway
   

5. Then set the default database property to SmartsheetDSN (the one we used in the Data Gateway):

   SmartsheetDSN

   SmartsheetDSN

   
   Make sure to type the data source name manually or copy/paste it directly into the field. Using the dropdown might fail because the Trust server certificate option is not enabled yet (next step).

6. Continue by checking the Trust server certificate option:

   

7. Once you do that, test the connection:

   

8. If the connection is successful, everything is good:

   

9. Done!

We are ready to move to the final step. Let's do it!

Access data in Power BI via the gateway

Finally, we are ready to read data from Smartsheet in Power BI via the Data Gateway. Follow these final steps:

1. Go back to Power BI.

2. Once you open Power BI Desktop click Get Data to get data from ODBC:

   

3. A window opens, and then search for "odbc" to get data from ODBC data source:

   

4. Another window opens and asks to select a Data Source we already created. Choose ZappySysGatewayDSN and continue:

   ZappySysGatewayDSN

   

5. When the ODBC driver authentication window opens, configure the following:

   • Enter the User name (e.g., john)
   • Enter the Password that you configured in ZappySys Data Gateway
   • Hit the Connect button
   dsn=ZappySysGatewayDSN

   
   Make sure the Database tab is selected; otherwise, Power BI won't be able to connect to the ZappySys Data Gateway.

6. Read the data the same way we discussed at the beginning of this article.

7. That's it!

Now you can connect to Smartsheet data in Power BI via the Data Gateway.

Supported Smartsheet Connector actions

Got a specific use case in mind? We've mapped out exactly how to perform a variety of essential Smartsheet operations directly in Power BI, so you don't have to figure out the setup from scratch. Check out the step-by-step guides below:

• Add Sheet Rows
• Delete Sheet Rows
• Export Report (to PDF, Excel, CSV file)
• Export Sheet (to PDF, Excel, CSV file)
• Get Contacts
• Get Sheet Fields
• Get Sheet Row by ID(s)
• Get Sheet Rows
• List Contacts
• List Groups
• List Reports
• List Sheets
• Search (cell data or other object types)
• Send Report Via Email Excel Pdf Or Pdf Gantt Format
• Send Sheet Via Email Excel Pdf Or Pdf Gantt Format
• Update Sheet Rows
• Make Generic REST API Request
• Make Generic REST API Request (Bulk Write)

Conclusion

In this article we showed you how to connect to Smartsheet in Power BI and integrate data without writing complex code — all of this was powered by Smartsheet ODBC Driver.

Download ODBC PowerPack now or ping us via chat if you have any questions or are looking for a specific feature (you can also reach out to us by submitting a ticket):

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