Smartsheet Connector for Python

Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector

In this article you will learn how to quickly and efficiently integrate Smartsheet data in Python. We will use high-performance Smartsheet Connector to easily connect to Smartsheet and then access the data inside Python.

Let's follow the steps below to see how we can accomplish that!

Download Documentation

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

Step-by-step instructions

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

  1. Download and install 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
    • Create and use User DSN if the client application is run under a User Account. This is an ideal option in design-time, when developing a solution, e.g. in Visual Studio 2019. Use it for both type of applications - 64-bit and 32-bit.
    • Create and use System DSN if the client application is launched under a System Account, e.g. as a Windows Service. Usually, this is an ideal option to use in a production environment. Use ODBC Data Source Administrator (32-bit), instead of 64-bit version, if Windows Service is a 32-bit application.
  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 how to get and use 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 RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN Oauth Connection Configuration
    Steps how to get and use 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 RetryWhenStatusCodeMatch
    RetryStatusCodeList 429|503
    RetryCountMax 5
    RetryMultiplyWaitTime True
    ODBC DSN HTTP Connection Configuration

  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 / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector
    SmartsheetDSN
    Open Query Builder in API ODBC Driver to read and write data to REST API
  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 Python to retrieve data from Smartsheet. Hit OK button to use this query in the next step.

    SELECT * FROM Sheets --Where Id='5815807987847055'
    Configure table/endpoint parameters in ODBC data source based on API Driver
    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 Python:

    ZappySys API Driver - Smartsheet
    Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector
    SmartsheetDSN
    SELECT * FROM Sheets --Where Id='5815807987847055'
    API ODBC Driver-based data source data preview
    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

Read data in Python

Using ODBC DSN

  1. Python code to get the data:

    SmartsheetDSN')
    Python code to get the data from ZappySys DSN

  2. When you run the code it will make the API call and read the data:
    Python - Extracted data from ZappySys DSN

  3. Here is Python program's code in text format:

    
        import pyodbc
        conn = pyodbc.connect('DSN=SmartsheetDSN')
    
        cursor = conn.cursor()
    
        #execute query to fetch data from API service
        cursor.execute("SELECT id,title FROM products")
    
        row = cursor.fetchone()
        while row:
            print(row)
            row = cursor.fetchone()
    
        ##For loop example
        #for row in cursor:
        #    print(row)
    

Using a full ODBC connection string

If you want to avoid being dependent on a DSN and creating multiple DSNs for each platform (x86, x64), then you can use a fully qualified connection string. Simply go to your DSN and copy the Connection String:

  1. Open ODBC data source configuration and click Copy settings:
    ZappySys API Driver - Configuration [Version: 2.0.1.10418]
    ZappySys API Driver - Smartsheet
    Read / write SmartSheet data inside your app, perform many SmartSheet operations such as Read, Insert, Update, Delete, List, Search, Export on objects like Sheets, Rows, Users etc without coding with easy to use high performance API Connector
    SmartsheetDSN
    Copy connection string for ODBC application
  2. The window opens, telling us the connection string was successfully copied to the clipboard: Successful connection string copying for ODBC application
  3. Then in your Python code use Connection String when initializing OdbcConnection object, for example:

    conn = pyodbc.connect('DRIVER={ZappySys API Driver};ServiceUrl=https://yourservices.provider.com/api/xxxx....;AuthName=Http;')

How to install `pyodbc` in the Python?

You would need to install pyodbc in Python if you intend to establish connections to databases that support ODBC (Open Database Connectivity). This module facilitates communication between Python applications and various database management systems, enabling you to perform operations such as querying, retrieving data, and managing databases. Here's how you can install pyodbc in Python:

Installation Steps:

  1. Ensure you have Python installed on your system. If not, download it from the official Python website and follow the installation instructions.

  2. Open your terminal or command prompt.

  3. Use the following command to install pyodbc using pip, the Python package installer:

    python -m pip install "pyodbc"

    Make sure you have a stable internet connection and the necessary permissions to install Python packages.


    Python - pip install pyodbc

Reasons to Install:

  • If pyodbc is not installed, your Python script will generate the following error:
    "ModuleNotFoundError: No module named 'pyodbc'"
    .
  • Database Connectivity: pyodbc allows Python to connect to various databases that support ODBC, such as Microsoft SQL Server, PostgreSQL, MySQL, and more.

  • Data Operations: It facilitates the execution of SQL queries, retrieval of data, and other database operations from within Python scripts.

  • Cross-Platform Support: pyodbc is designed to work across different operating systems, including Windows, macOS, and various Linux distributions.

  • Simplicity and Efficiency: The module provides an intuitive interface for managing database transactions and connections, simplifying the process of working with databases in Python.

By installing pyodbc, you can seamlessly integrate your Python applications with a wide range of ODBC-supported databases, enabling efficient and effective data management and analysis.

Actions supported by Smartsheet Connector

Learn how to perform common Smartsheet actions directly in Python with these how-to guides:

Conclusion

In this article we showed you how to connect to Smartsheet in Python and integrate data without any coding, saving you time and effort. It's worth noting that ZappySys API Driver allows you to connect not only to Smartsheet, but to any Java application that supports JDBC (just use a different JDBC driver and configure it appropriately).

We encourage you to download Smartsheet Connector for Python and see how easy it is to use it for yourself or your team.

If you have any questions, feel free to contact ZappySys support team. You can also open a live chat immediately by clicking on the chat icon below.

Download Smartsheet Connector for Python Documentation

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