Smartsheet Connector for Informatica

In this article you will learn how to integrate Smartsheet data in Informatica without coding in just a few clicks (live / bi-directional connection to Smartsheet). Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding using easy to use high performance API Connector.

Using Smartsheet Connector you will be able to connect, read, and write data from within Informatica. Follow the steps below to see how we would accomplish that.

Download Documentation

NOTE: If you need to consume API which is not listed on connector library page then please refer to the below article links. It talks about how to read / write pretty much any API and not just Smartsheet API. It explains various API tips / tricks using our other Universal Drivers not mentioned in this article (i.e. ZappySys JSON / XML and CSV Drivers).
How to read API data in Informatica (Call JSON / XML SOAP Service)
How to write data to API (POST) in Informatica (Call JSON / XML SOAP Service)

Introduction

Informatica PowerCenter LogoJSON / REST API is becoming more and more popular each day as everyone embrace cloud-centric services. This article is primarily focused on Informatica users who want to access Smartsheet data or may be other API Integration in Informatica. However many tips and techniques described in this article will help you to understand how to integrate Smartsheet / XML SOAP / JSON / REST API in other ETL / Reporting apps such as Tableau, Power BI, SSRS, Talend, Excel and many more.

After going through this article you will learn how to Read Smartsheet / JSON / REST API data in Informatica and understand the concept of JSON / REST API. We will go through many screenshots and step-by-step examples to demonstrate  Smartsheet or REST API integration in Informatica PowerCenter.

XML / JSON can come from a local file or REST API service (internal or public) so we will include both examples in this article (i.e. Read JSON files in Informatica,  Import REST API in Informatica). So let’s get started. Next article will focus on how to write data to API in Informatica (POST / PUT data)

Requirements

This article assumes that you have full filled following basic requirements.

  1. Download Install ZappySys ODBC PowerPack (API Driver for Smartsheet included)
  2. Install Informatica PowerCenter Client Tools (e.g. Workflow and Mapping Designers)
  3. Access to a Relational database such as SQL Server (or use any of your choice e.g. Oracle, MySQL, DB2 ). If nothing available then you can use flat file target.

High level Steps for Import Smartsheet data using Informatica (Read Smartsheet API data)

Before we dive deep to learn how to load Smartsheet data in Informatica (i.e. Smartsheet to SQL Table), Here the summary of high-level steps you need to perform to import Smartsheet in Informatica (same steps for Import JSON / XML / REST API).

  1. Download and Install ZappySys API Driver (for connecting to Smartsheet)
  2. Create ODBC DSN using ZappySys API driver and choose Smartsheet Connector during Wizard
  3. Create Relational > ODBC Connection in Informatica Workflow designer (Point to DSN we created in the previous step)
  4. Import Smartsheet Source Definition in the Informatica Mapping Designer > Sources Tab
  5. Import Target Table Definition in the Informatica Mapping Designer > Targets Tab
  6. Create source to target mapping in Mappings tab
  7. Save mapping (name m_API_to_SQL_Load )
  8. Create Session using the mapping we created in the previous step
  9. Save Workflow and execute to load Smartsheet data into SQL Table. Verify your data and log.
    Loading JSON data to SQL Table in Informatica (Import Smartsheet / REST API / JSON Files)

    Loading Smartsheet data to SQL Table in Informatica (Import REST API or JSON Files)

Video Tutorial – Read any API / JSON data in Informatica (Load Smartsheet to SQL Table)

Below video is not about Smartsheet API but its showing API access in general (for any API). By watching following ~5 min video can learn steps listed in this article to load JSON API data into SQL Server Table using ZappySys JSON Driver. You can go though full article to learn many useful details not covered in this video.

Getting Started – Import Smartsheet to SQL Server in Informatica

Now let’s get started. For example purpose, we will read data from Smartsheet and load data into SQL Server Table using Informatica Workflow.

Create ODBC Data Source (DSN) based on ZappySys API Driver

Step-by-step instructions

To get data from Smartsheet using Informatica we first need to create a DSN (Data Source) which will access data from Smartsheet. We will later be able to read data using Informatica. Perform these steps:

  1. Install ZappySys ODBC PowerPack.

  2. Open ODBC Data Sources (x64):
    Open ODBC Data Source

  3. Create a User Data Source (User DSN) based on ZappySys API Driver

    ZappySys API Driver
    Create new User DSN for ZappySys API Driver
    You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version.
  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
    ODBC DSN Template Selection

  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.

    Steps to get Smartsheet Credentials

    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".

    Fill in all required parameters and set optional parameters if needed:

    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 Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ODBC DSN Oauth Connection Configuration
    Steps to get Smartsheet Credentials

    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.

    Fill in all required parameters and set optional parameters if needed:

    SmartsheetDSN
    Smartsheet
    Static Token [Http]
    https://api.smartsheet.com/2.0
    Required Parameters
    Access Token Fill in the parameter...
    Optional Parameters
    RetryMode Fill in the parameter...
    RetryStatusCodeList Fill in the parameter...
    RetryCountMax Fill in the parameter...
    RetryMultiplyWaitTime Fill in the parameter...
    ODBC DSN HTTP Connection Configuration

  6. Once the data source has been configured, you can preview data. Select the Preview tab and use settings similar to the following to preview data:
    ODBC ZappySys Data Source Preview

  7. Click OK to finish creating the data source.

Video instructions

Create Connection in Informatica Workflow Designer

Once you create DSN using API Driver our next step is to define a connection for Smartsheet source in Informatica PowerCenter Workflow designer.

  1. Open Workflow designer [W] icon
  2. Goto Connections > Relational
    Create new connection for JSON in Informatica

    Create a new connection for Smartsheet in Informatica

  3. Click New and select ODBC
    Select ODBC connection type in Informatica (Using ZappySys JSON ODBC DSN)

    Select ODBC connection type in Informatica (Using ZappySys API ODBC DSN)

  4. Now on the ODBC connection setup enter connection name, some fake userid / password (this is a required field but its ignored by JSON Driver)
  5. In the Connection String field enter the exact same name of DSN (Open ODBC Data Sources UI to confirm)
    Configure Smartsheet connection in Informatica for REST API – Using ZappySys API ODBC Driver

    Configure Smartsheet connection in Informatica for REST API – Using ZappySys API Driver

  6. Click OK to close the connection properties.

That’s it. Now we ready to move to next step (define source and target in Mapping Designer).

Import Smartsheet Source Definition in Informatica Mapping Designer

Now let’s look at steps to import Smartsheet table definition.

  1. Open Informatica Mapping Designer (Click [D] icon)
  2. Click on Source Icon to switch to Sources designer
  3. From the top menu > Click on Sources > Import from Database
    Import JSON Source definition in Informatica Mapping Designer (JSON file or REST API)

    Import Smartsheet Source definition in Informatica Mapping Designer (JSON file or REST API)

  4. Select ODBC data source from the dropdown (Find out DSN we created earlier to use as JSON Source)
  5. Click Connect button to get a list of tables. Any array node is listed as a table. Also, you will see array node with parent columns (e.g. value_with_parent). You may get some warning like below but they are harmless so just ignore by clicking OK.
    DLL name entry missing from C:\Informatica\PowerCenter8.6.1\client\bin\powrmart.ini Section = ODBCDLL Entry = ZappySys JSON Driver
    —————————————————-
    Using EXTODBC.DLL to support ZappySys JSON Driver. For native support of ZappySys JSON Driver make an entry in the .ini file.
    Select JSON Source Table in Informatica Mapping Designer (JSON file or REST API)

    Select Smartsheet Source Table in Informatica Mapping Designer (JSON file or REST API)

  6. Select Table you wish to get (You can filter rows by custom SQL query. We will see later in this article how to do)
  7. Optionally once table structure is imported you can rename it
    Rename imported table definition in Informatica Source Designer

    Rename imported table definition in Informatica Source Designer

  8. That’s it, we are now ready to perform similar steps to import Target table structure in the next section.

Import SQL Server Target Definition in Informatica Mapping Designer

Now let’s look at steps to import Target table definition (very similar to the previous section, the only difference is this time we will select DSN which points to SQL Server or any other Target Server).

Now lets look at steps to import target table definition in Informatica mapping designer.

  1. In the Mapping Designer, Click on Target Icon to switch to Target designer
  2. From the top menu > Click on Targets > Import from Database
  3. Select DSN for your Target server (if DSN doesn’t exist then create one by opening ODBC Sources just like we created one for JSON API source (see the previous section about creating DSN).
    Import target Table Definition in informatica

    Import target Table Definition in informatica

  4. Enter your userid , password and Schema name and click Connect to see tables
  5. Select Table name to and click OK import definition.
    Import Target SQL Table Definition in Informatica - Select table from the list

    Import Target SQL Table Definition in Informatica – Select table from the list

Create Source to Target Mapping in Informatica (Import JSON to SQL Server)

Once you have imported source and target table definition, we can create mapping and transformation to load data from JSON to SQL Table.

  1. First open Mapping Designer (Click [D] icon)
  2. Drag JSON Source from sources folder
  3. Drag SQL Table from Targets folder
  4. Map desired columns from Source to target
    Define Source to Target mapping for JSON to SQL Table load in Informatica

    Define Source to Target mapping for Smartsheet to SQL Table load in Informatica

  5. For certain columns you may have to do datatype conversion. For example to convert OrderDate form nstring to DataTime you have to use Expression Transform like below and map it to target. In below example, our JSON has date format (e.g. 2018-01-31 12:00:00 AM ). To import this to DateTime field in SQL server we need to convert it using TO_DATE function. Use double quotes around T to make this format working.
    TO_DATE(OrderDate,'YYYY-MM-DD H12:MI:SS AM')
    
     --For ISO use below way
                    TO_DATE(OrderDate,'YYYY-MM-DD"T"HH24:MI:SS')
    Informatica JSON to SQL Table Mapping - Datatype conversion (nstring to datetime)

    Informatica Smartsheet to SQL Table Mapping – Datatype conversion (nstring to datetime)

  6. Once you done with mapping save your mapping and name it (i.e. m_Api_To_SQL)
  7. Now lets move to next section to create workflow.

Create Workflow and Session in Informatica

Now the final step is to create a new workflow. Perform following steps to create workflow which with a session task to import JSON data into SQL table.

  1. Open workflow designer by click [W] icon.
  2. Launch new workflow creation wizard by click Workflow top menuWizard
    name your workflow (e.g. wf_Api_Tp_Sql_Table_Import)

    Creating Informatica Workflow - Wizard UI (Import JSON data to SQL Table)

    Creating Informatica Workflow – Wizard UI (Import Smartsheet data to SQL Table)

  3. Finish the wizard and double-click the Session to edit some default properties.
  4. First change Error settings so we fail session on error (By default its always green)
    Fail Informatica Session on error (JSON to SQL Load)

    Fail Informatica Session on error (Smartsheet data to SQL Load)

  5. Select JSON connection for Source
    Select JSON Source Connection in Informatica - JSON File / REST API Load to SQL Table

    Select Smartsheet Source Connection in Informatica – Load Smartsheet data to SQL Table

  6. Change default Source query if needed. You can pass parameters to this query to make it dynamic.
    Modify JSON Source SQL query - Pass parameters, change URL, set filter etc

    Modify Smartsheet Source SQL query – Pass parameters, change URL, set filter etc

  7. Select Target connection of SQL Target Table
    Select SQL Target Connection in Informatica - JSON File / REST API Load to SQL Table

    Select SQL Target Connection in Informatica – Load Smartsheet data to SQL Table

  8. Save workflow
  9. That’s it. We ready to run our first workflow to load JSON data to SQL.

Execute Workflow and Validate Log in Informatica

Now once you are done with your workflow, execute it to see the log.

Loading JSON data to SQL Table in Informatica (Import REST API or JSON Files)

Loading Smartsheet data to SQL Table in Informatica (Import REST API or JSON Files)

 

POST data to Smartsheet in Informatica

There will be a time when you like to send Source data to REST API or SOAP Web Service. You can use below Query for example. For detailed explanation on how to POST data in Informatica check this article.

Video Tutorial – How to POST data to REST API in Informatica

Here is detailed step by step video on REST API POST in informatica PowerCenter

 

Keywords

how to import Smartsheet in informatica | how to read Smartsheet data in informatica powercenter | how to test json from informatica | how to use Smartsheet data as source in informatica power center | how to connect Smartsheet in informatica 10 | informatica how to import data from Smartsheet | informatica jtx to import Smartsheet (use of java transformation) | informatica plugin for restful api using json | informatica power center and Smartsheet support | informatica read Smartsheet | informatica rest api | informatica Smartsheet connector | json parser import informatica

Advanced topics

Create Custom Stored Procedure in ZappySys Driver

You can create procedures to encapsulate custom logic and then only pass handful parameters rather than long SQL to execute your API call.

Steps to create Custom Stored Procedure in ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

  1. Go to Custom Objects Tab and Click on Add button and Select Add Procedure:
    ZappySys Driver - Add Stored Procedure

  2. Enter the desired Procedure name and click on OK:
    ZappySys Driver - Add Stored Procedure Name

  3. Select the created Stored Procedure and write the your desired stored procedure and Save it and it will create the custom stored procedure in the ZappySys Driver:
    Here is an example stored procedure for ZappySys Driver. You can insert Placeholders anywhere inside Procedure Body. Read more about placeholders here

    CREATE PROCEDURE [usp_get_orders]
        @fromdate = '<<yyyy-MM-dd,FUN_TODAY>>'
     AS
        SELECT * FROM Orders where OrderDate >= '<@fromdate>';
    

    ZappySys Driver - Create Custom Stored Procedure

  4. That's it now go to Preview Tab and Execute your Stored Procedure using Exec Command. In this example it will extract the orders from the date 1996-01-01:

    Exec usp_get_orders '1996-01-01';

    ZappySys Driver - Execute Custom Stored Procedure

  5. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC usp_get_orders @fromdate=''1996-07-30''')

    ZappySys Driver - Generate SQL Server Query

  6. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Create Custom Virtual Table in ZappySys Driver

ZappySys API Drivers support flexible Query language so you can override Default Properties you configured on Data Source such as URL, Body. This way you don't have to create multiple Data Sources if you like to read data from multiple EndPoints. However not every application support supplying custom SQL to driver so you can only select Table from list returned from driver.

If you're dealing with Microsoft Access and need to import data from an SQL query, it's important to note that Access doesn't allow direct import of SQL queries. Instead, you can create custom objects (Virtual Tables) to handle the import process.

Many applications like MS Access, Informatica Designer wont give you option to specify custom SQL when you import Objects. In such case Virtual Table is very useful. You can create many Virtual Tables on the same Data Source (e.g. If you have 50 URLs with slight variations you can create virtual tables with just URL as Parameter setting.

  1. Go to Custom Objects Tab and Click on Add button and Select Add Table:
    ZappySys Driver - Add Table

  2. Enter the desired Table name and click on OK:
    ZappySys Driver - Add Table Name

  3. And it will open the New Query Window Click on Cancel to close that window and go to Custom Objects Tab.

  4. Select the created table, Select Text Type AS SQL and write the your desired SQL Query and Save it and it will create the custom table in the ZappySys Driver:
    Here is an example SQL query for ZappySys Driver. You can insert Placeholders also. Read more about placeholders here

    SELECT
      "ShipCountry",
      "OrderID",
      "CustomerID",
      "EmployeeID",
      "OrderDate",
      "RequiredDate",
      "ShippedDate",
      "ShipVia",
      "Freight",
      "ShipName",
      "ShipAddress",
      "ShipCity",
      "ShipRegion",
      "ShipPostalCode"
    FROM "Orders"
    Where "ShipCountry"='USA'

    ZappySys Driver - Create Custom Table

  5. That's it now go to Preview Tab and Execute your custom virtual table query. In this example it will extract the orders for the USA Shipping Country only:

    SELECT * FROM "vt__usa_orders_only"

    ZappySys Driver - Execute Custom Virtual Table Query

  6. Let's generate the SQL Server Query Code to make the API call using stored procedure. Go to Code Generator Tab, select language as SQL Server and click on Generate button the generate the code.
    As we already created the linked server for this Data Source, in that you just need to copy the Select Query and need to use the linked server name which we have apply on the place of [MY_API_SERVICE] placeholder.

    SELECT * FROM OPENQUERY([MY_API_SERVICE], 'EXEC [usp_get_orders] ''1996-01-01''')

    ZappySys Driver - Generate SQL Server Query

  7. Now go to SQL served and execute that query and it will make the API call using stored procedure and provide you the response.
    ZappySys Driver - Generate SQL Server Query

Actions supported by Smartsheet Connector

Smartsheet Connector support following actions for REST API integration. If some actions are not listed below then you can easily edit Connector file and enhance out of the box functionality.
 Search (cell data or other object types)
Get a list of search result object.    [Read more...]
Parameter Description
Search Query (use double quotes for exact search)
SheetId
Scope
Option Value
cellData cellData
attachments attachments
comments comments
folderNames folderNames
reportNames reportNames
sheetNames sheetNames
sightNames sightNames
summaryFields summaryFields
templateNames templateNames
workspaceNames workspaceNames
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Sheets
Get a list of Sheets.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
Include
Option Value
sheetVersion sheetVersion
source source
 Get Sheet Fields
Get Sheet fields by Sheet ID.    [Read more...]
Parameter Description
SheetId
Column Ids (Default=All Columns) A comma-separated list of column ids. The response contains only the specified columns in the columns array, and individual rows' cells array only contains cells in the specified columns.
 Get Sheet Rows
Get Sheet rows by Sheet ID.    [Read more...]
 Get Sheet Row by ID(s)
Get a Sheet by ID(s).    [Read more...]
Parameter Description
Row Id(s) - Comma separated (Blank=All Rows) Restrict results to records specified by a comma-separated list of IDs. Max IDs per request controlled by BatchSize property (found in Pagination template)
Row Number(s) - Comma separated list (Blank=All Rows) A comma-separated list of row numbers on which to filter the rows included in the result. Non-existent row numbers are ignored.
 Delete Sheet Rows
Delete rows from a Sheet by row IDs.    [Read more...]
Parameter Description
SheetId
Row Id(s) - Comma separated Restrict results to records specified by a comma-separated list of IDs. Max IDs per request controlled by BatchSize property (found in Pagination template)
Ignore If Rows Not Found If set to false and any of the specified row Ids are not found, no rows are deleted, and the 'not found' error is returned.
Option Value
true true
false false
 Add Sheet Rows
Add rows to a Sheet.    [Read more...]
Parameter Description
Add Row at Specific Location (Default=toBottom)
Option Value
"toBottom": true "toBottom": true
"toTop": true "toTop": true
"parentId": 1231234567 "parentId": 1231234567
"siblingId": 1231234567 "siblingId": 1231234567
Allow Partial Success (Default=False) When specified with a value of true, enables partial success for this bulk operation. See Partial Success for more information.
Option Value
false false
true true
Override Validation (Default=False) You may use the query string parameter overrideValidation with a value of true to allow a cell value outside of the validation limits. You must specify strict with a value of false to bypass value type checking.
Option Value
false false
true true
 update_sheet_rows
   [Read more...]
 Export Sheet (to PDF, Excel, CSV file)
Export Sheet to CSV, Excel or PDF file.    [Read more...]
Parameter Description
SheetId
 Export Report (to PDF, Excel, CSV file)
Export Report to CSV, Excel or PDF file.    [Read more...]
Parameter Description
ReportId
 Send Report via Email (EXCEL, PDF, or PDF_GANTT format)
Sends the report as a Excel / PDF attachment via email to the designated recipients.    [Read more...]
Parameter Description
ReportId
 Send Sheet via Email (EXCEL, PDF, or PDF_GANTT format)
Sends the sheet as a Excel / PDF attachment via email to the designated recipients.    [Read more...]
Parameter Description
SheetId
 List Reports
Get a list of reports.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Contacts
Get a list of contacts.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 List Groups
Get a list of groups.    [Read more...]
Parameter Description
Modified Since
Option Value
2020-01-30T13:25:32 2020-01-30T13:25:32
2020-01-30 2020-01-30
now now
today today
yesterday yesterday
monthstart monthstart
monthend monthend
yearstart yearstart
yearend yearend
weekstart weekstart
weekend weekend
yearstart-1y yearstart-1y
yearend-1y yearend-1y
monthstart-1d monthstart-1d
monthend+1d monthend+1d
today-24h today-24h
now-24h now-24h
now-1d now-1d
today+7d today+7d
 Get Contacts
Gets the specified contact.    [Read more...]
Parameter Description
ContactId
 Generic Request
This is generic endpoint. Use this endpoint when some actions are not implemented by connector. Just enter partial URL (Required), Body, Method, Header etc. Most parameters are optional except URL.    [Read more...]
Parameter Description
Url API URL goes here. You can enter full URL or Partial URL relative to Base URL. If it is full URL then domain name must be part of ServiceURL or part of TrustedDomains
Body Request Body content goes here
IsMultiPart Set this option if you want to upload file(s) (i.e. POST RAW file data) or send data using Multi-Part encoding method (i.e. Content-Type: multipart/form-data). Multi-Part request allows you to mix key/value and upload files in same request. On the other hand raw upload allows only single file upload (without any key/value) ==== Raw Upload (Content-Type: application/octet-stream) ===== To upload single file in raw mode check this option and specify full file path starting with @ sign in the Body (e.g. @c:\data\myfile.zip ) ==== Form-Data / Multipart Upload (Content-Type: multipart/form-data) ===== To treat your Request data as multi part fields you must specify key/value pairs separated by new lines into RequestData field (i.e. Body). Each key value pair is entered on new-line and key/value are separated using equal sign (=). Preceding and trailing spaces are ignored also blank lines are ignored. If field value has some any special character(s) then use escape sequence (e.g. For NewLine: \r\n, For Tab: \t, For at (@): \@). When value of any field starts with at sign (@) its automatically treated as File you want to upload. By default file content type is determined based on extension however you can supply content type manually for any field using this way [ YourFileFieldName.Content-Type=some-content-type ]. By default File Upload Field always includes Content-Type in the request (non file fields do not have content-type by default unless you supply manually). For some reason if you dont want to use Content-Type header in your request then supply blank Content-Type to exclude this header altogather [e.g. SomeFieldName.Content-Type= ]. In below example we have supplied Content-Type for file2 and SomeField1, all other fields are using default content-type. See below Example of uploading multiple files along with additional fields. If some API requires you to pass Content-Type: multipart/form-data rather than multipart/form-data then manually set Request Header => Content-Type: multipart/mixed (it must starts with multipart/ else will be ignored). file1=@c:\data\Myfile1.txt file2=@c:\data\Myfile2.json file2.Content-Type=application/json SomeField1=aaaaaaa SomeField1.Content-Type=text/plain SomeField2=12345 SomeFieldWithNewLineAndTab=This is line1\r\nThis is line2\r\nThis is \ttab \ttab \ttab SomeFieldStartingWithAtSign=\@MyTwitterHandle
Filter Enter filter to extract array from response. Example: $.rows[*] --OR-- $.customers[*].orders[*]. Check your response document and find out hierarchy you like to extract
Headers Headers for Request. To enter multiple headers use double pipe or new line after each {header-name}:{value} pair

Smartsheet Connector Examples for Informatica Connection

This page offers a collection of SQL examples designed for seamless integration with the ZappySys API ODBC Driver under ODBC Data Source (36/64) or ZappySys Data Gateway, enhancing your ability to connect and interact with Prebuilt Connectors effectively.

Tables - Sheets    [Read more...]

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

Tables - Contacts    [Read more...]

SELECT * FROM Contacts --Where Id='abcd1234abc'

Get sheet rows    [Read more...]

This example shows how to query any Smart Sheet by its name. If you have space in the sheet name or column name then use bracket ( [my name] ) or double quotes ("my name") around it.

SELECT Id,RowNumber,[Some Column 1],[Some Column 2] FROM [My Sheet Name] --Where Id='5815807987847044'

Get Sheet Rows by Id(s) (single or multiple)    [Read more...]

This example shows how to list multiple Sheet Rows by its Id(s). Supply Comma Separated List of Row IDs (Upto 100 recommended). You can also supply Row Number(s) instead of ID(s). If you supply both Id(s) and Row Number(s) then only common rows are selected.

SELECT * FROM get_sheet_rows_by_ids 
WITH (
  SheetId=3482072521854852
, Id='1312208360476548,6941707894689668,5815807987847044'
--OR-- (If you supply both Id and RowNumber then only Common Rows selected
--, RowNumber='1,2,100'
)

Get sheet rows by row number(s) (single or multiple)    [Read more...]

This example shows how to list multiple Sheet Rows by its Row Number(s). Supply Comma Separated List of Row Numbers (Upto 100 recommended). You can also supply Row Id instead of Row Number(s). If you supply both Id(s) and Row Number(s) then only common rows are selected.

SELECT * FROM get_sheet_rows_by_ids 
WITH (
  SheetId=3482072521854852
, RowNumber='1,2,100'
--OR-- (If you supply both Id and RowNumber then only Common Rows selected
--, Id='1312208360476548,6941707894689668,5815807987847044'
)

Create a new sheet row    [Read more...]

This example shows how to create a new Sheet Row by calling INSERT statement. Optionally specify location where you like to insert new row (default is at bottom).

INSERT INTO [My Sheet]
  ( [Some Text Number Column], [Some Checkbox Column], [Some Contact List Column], [Some Date Column], [Some PickList Column], [Some Multi PickList Column], [Some Symbol Column] )
VALUES 
  ('Updated at <<FUN_NOW>>', true, 'something@abc.com', '2024-12-31','Not Started','Value2,Value4','Green,Yellow')
/*
WITH(
RowLocation='"toTop": true'  --insert at the top
--OR--
--RowLocation='"siblingId": 1231234567'  --insert after some sibling row id
)			
*/

Update a new sheet row    [Read more...]

This example shows how to update specific columns of a Sheet Row by calling UPDATE statement.

UPDATE [My Sheet]
SET [Some Text Number Column]='Updated - <<FUN_NOW>>',
    [Some Checkbox Column] = true,
    [Some Contact List Column] = 'something@abc.com',
    [Some Date Column] = '<<FUN_NOW>>',
    [Some PickList Column] = 'Not Started',
    [Some Multi PickList Column] = 'Value2,Value4',
    [Some Symbol Column] = 'Green,Yellow'
WHERE Id=7522710866202500		
WITH(Output=1)

Delete sheet row(s) - single or multiple    [Read more...]

This example shows how to delete single or multiple sheet rows by calling DELETE statement. You can supply a single Row Id or a comma-separated list of row Ids (Upto 100 recommended).

DELETE FROM [My Sheet] WHERE Id=7522710866202500 
--WITH(IgnoreRowsNotFound='true' --or false)		
--Or
--DELETE FROM [My Sheet] WHERE Id='7522710866202500,7522710866202501,7522710866202502'
--WITH(IgnoreRowsNotFound='true' --or false)

Export Sheet (as PDF, Excel, CSV)    [Read more...]

This example shows how to export Sheet to PDF, CSV or Excel file). If you export to PDF then you can also supply Paper size.

SELECT * FROM export_sheet WITH(
  SheetId=1592926391979908, 
 ,TargetFilePath='c:\temp\exported_sheet_as_excel_file.xlsx' --or .pdf, .csv   
 ,Format='application/vnd.ms-excel'  --or-- application/pdf  --or-- text/csv
--below Paper Size only valid for PDF
--,PaperSize='LETTER' --or LEGAL, WIDE, ARCHD, A4, A3, A2, A1, A0
)

Export Report (as PDF, Excel, CSV)    [Read more...]

This example shows how to export Report to PDF, CSV or Excel file). If you export to PDF then you can also supply Paper size.

SELECT * FROM export_report WITH(
  ReportId=2972339541069700, 
 ,TargetFilePath='c:\temp\exported_report_as_excel_file.xlsx' --or .pdf, .csv   
 ,Format='application/vnd.ms-excel'  --or-- application/pdf  --or-- text/csv
--below Paper Size only valid for PDF
--,PaperSize='LETTER' --or LEGAL, WIDE, ARCHD, A4, A3, A2, A1, A0
)

Send Report via Email to Users or Groups (as PDF, Excel)    [Read more...]

This example shows how to send Report via Email (PDF or Excel format) to list of emails or groups.

SELECT * FROM send_report_email
WITH(
	  ReportId='2972339541069700'
	, Subject='Test report'
	, Message='This email contains report attachment'
	, CcMe='true'
	, PaperSize='LETTER'
	, SendToEmails='bob@mycompany.com~sam@mycompany.com'
	--OR (Emails or Group only - one allowed)
	--, SendToGroups='10022222001~10333330002'
)

Send Sheet via Email to Users or Groups (as PDF, Excel)    [Read more...]

This example shows how to send Sheet via Email (PDF or Excel format) to list of emails or groups.

SELECT * FROM send_sheet_email
WITH(
	  SheetId='1592926391979908'
	, Subject='Test report'
	, Message='This email contains report attachment'
	, CcMe='true'
	, PaperSize='LETTER'
	, SendToEmails='bob@mycompany.com~sam@mycompany.com'
	--OR (Emails or Group only - one allowed)
	--, SendToGroups='10022222001~10333330002'
)

Conclusion

In this article we discussed how to connect to Smartsheet in Informatica and integrate data without any coding. Click here to Download Smartsheet Connector for Informatica and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).

Download Smartsheet Connector for Informatica Documentation 

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Download Smartsheet Connector for Informatica Documentation

  • How to connect Smartsheet in Informatica?

  • How to get Smartsheet data in Informatica?

  • How to read Smartsheet data in Informatica?

  • How to load Smartsheet data in Informatica?

  • How to import Smartsheet data in Informatica?

  • How to pull Smartsheet data in Informatica?

  • How to push data to Smartsheet in Informatica?

  • How to write data to Smartsheet in Informatica?

  • How to POST data to Smartsheet in Informatica?

  • Call Smartsheet API in Informatica

  • Consume Smartsheet API in Informatica

  • Smartsheet Informatica Automate

  • Smartsheet Informatica Integration

  • Integration Smartsheet in Informatica

  • Consume real-time Smartsheet data in Informatica

  • Consume real-time Smartsheet API data in Informatica

  • Smartsheet ODBC Driver | ODBC Driver for Smartsheet | ODBC Smartsheet Driver | SSIS Smartsheet Source | SSIS Smartsheet Destination

  • Connect Smartsheet in Informatica

  • Load Smartsheet in Informatica

  • Load Smartsheet data in Informatica

  • Read Smartsheet data in Informatica

  • Smartsheet API Call in Informatica