Smartsheet Connector for Tableau

In this article you will learn how to integrate Smartsheet data in Tableau 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 Tableau. Follow the steps below to see how we would accomplish that.

Download Documentation

Create Data Source in ZappySys Data Gateway based on API Driver

  1. Download and install ZappySys ODBC PowerPack.

  2. Search for gateway in start menu and Open ZappySys Data Gateway:
    Open ZappySys Data Gateway

  3. Go to Users Tab to add our first Gateway user. Click Add; we will give it a name tdsuser and enter password you like to give. Check Admin option and click OK to save. We will use these details later when we create linked server:
    ZappySys Data Gateway - Add User

  4. Now we are ready to add a data source. Click Add, give data source a name (Copy this name somewhere, we will need it later) and then select Native - ZappySys API Driver. Finally, click OK. And it will create the Data Set for it and open the ZS driver UI.

    SmartsheetDSN

    ZappySys Data Gateway - Add Data Source

  5. 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

  6. 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

  7. 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

  8. Click OK to finish creating the data source.

Read data in SQL Server from the ZappySys Data Gateway

  1. To read the data in SQL Server the first thing you have to do is create a Linked Server. Go to SQL Server Management Studio and configure it in a similar way:
    SSMS SQL Server Configure Linked Server

  2. Then click on Security option and configure username we created in ZappySys Data Gateway in one of the previous steps:
    SSMS SQL Server Configure Linked Server User Name

  3. Optional: Under the Server Options, Enable RPC and RPC Out and Disable Promotion of Distributed Transactions(MSDTC).

    RPC and MSDTC Settings

    You need to enable RPC Out if you plan to use EXEC(...) AT [MY_LINKED_SERVER_NAME] rather than OPENQUERY.
    If don't enabled it, you will encounter the Server 'MY_LINKED_SERVER_NAME' is not configured for RPC error.

    Query Example:

    EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]


    If you plan to use 'INSERT INTO...EXEC(....) AT [MY_LINKED_SERVER_NAME]' in that case you need to Disable Promotion of Distributed Transactions(MSDTC).
    If don't disabled it, you will encounter the The operation could not be performed because OLE DB provider "SQLNCLI11" for linked server "MY_LINKED_SERVER_NAME" was unable to begin a distributed transaction. error.

    Query Example:

    Insert Into dbo.Products
     EXEC('Select * from Products') AT [MY_LINKED_SERVER_NAME]
    


  4. Finally, open a new query and execute a query we saved in one of the previous steps:

    SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Products');

    SSMS SQL Server Query Data Results

Create Linked Server using Code

In previous section you saw how to create a Linked Server from UI. You can do similar action by code too (see below). Run below script after changing necessary parameters. Assuming your Data Source name on ZappySys Data Gateway UI is 'SmartsheetDSN'

    USE [master]
    GO
    --///////////////////////////////////////////////////////////////////////////////////////
    --Run below code in SSMS to create Linked Server and use ZappySys Drivers in SQL Server
    --///////////////////////////////////////////////////////////////////////////////////////

    //Replace YOUR_GATEWAY_USER, YOUR_GATEWAY_PASSWORD
    //Replace localhost with IP/Machine name if ZappySys Gateway Running on different machine other than SQL Server
    //Replace Port 5000 if you configured gateway on a different port


    --1. Configure your gateway service as per this article https://zappysys.com/links?id=10036

    --2. Make sure you have SQL Server Installed. You can download FREE SQL Server Express Edition from here if you dont want to buy Paid version https://www.microsoft.com/en-us/sql-server/sql-server-editions-express

    --Uncomment below if you like to drop linked server if it already exists
    --EXEC master.dbo.sp_dropserver @server=N'LS_SmartsheetDSN', @droplogins='droplogins'

    --3. Create new linked server

    EXEC master.dbo.sp_addlinkedserver
      @server = N'LS_SmartsheetDSN'  --Linked server name (this will be used in OPENQUERY sql
    , @srvproduct=N''
    ---- For MSSQL 2012,2014,2016 and 2019 use below (SQL Server Native Client 11.0)---
    , @provider=N'SQLNCLI11'
    ---- For MSSQL 2022 or higher use below (Microsoft OLE DB Driver for SQL Server)---
    --, @provider=N'MSOLEDBSQL'
    , @datasrc=N'localhost,5000' --//Machine / Port where Gateway service is running
    , @provstr=N'Network Library=DBMSSOCN;'
    , @catalog=N'SmartsheetDSN' --Data source name you gave on Gateway service settings

    --4. Attach gateway login with linked server

    EXEC master.dbo.sp_addlinkedsrvlogin
    @rmtsrvname=N'LS_SmartsheetDSN'  --linked server name
    , @useself=N'False'
    , @locallogin=NULL
    , @rmtuser=N'YOUR_GATEWAY_USER' --enter your Gateway user name
    , @rmtpassword='YOUR_GATEWAY_PASSWORD'  --enter your Gateway user's password
    GO

    --5. Enable RPC OUT (This is Optional - Only needed if you plan to use EXEC(...) AT YourLinkedServerName rather than OPENQUERY
    EXEC sp_serveroption 'LS_SmartsheetDSN', 'rpc', true;
    EXEC sp_serveroption 'LS_SmartsheetDSN', 'rpc out', true;

    --Disable MSDTC - Below needed to support INSERT INTO from EXEC AT statement
    EXEC sp_serveroption 'LS_SmartsheetDSN', 'remote proc transaction promotion', false;

    --Increase query timeout if query is going to take longer than 10 mins (Default timeout is 600 seconds)
    --EXEC sp_serveroption 'LS_SmartsheetDSN', 'query timeout', 1200;
    GO

Create View in SQL Server

Finally, use this or similar query in a view or stored procedure, which you will be able to use in Tableau. We will create a view to return invoices:

  1. CREATE VIEW vwApiInvoices AS
     SELECT * FROM OPENQUERY([MY_LINKED_SERVER_NAME], 'SELECT * FROM Invoices')

Read data in Tableau from SQL Server

Actually, we will be getting data from SQL Server which in turn will be getting data from ZappySys Data Gateway data source. Let's begin and see how to accomplish that:

  1. Open Tableau Desktop and click File > New
  2. To create new Connection click More > Microsoft SQL Server > Enter your credentials to connect to SQL Server (in our example before we used tdsuser): Tableau connect to SQL Server
  3. Once connection is created for SQL Server we can read Smartsheet data 3 different ways:
    1. Query View which contains OPENQUERY to Linked Server for Smartsheet data
    2. Use direct SQL Query using OPENQUERY
    3. Use Stored Procedure (Mostly useful to parameterize calls
  4. See below example to pull data from Smartsheet in Tableau using SQL View approach: Create data source in Tableau
  5. Once your data sources are created you can click on Sheet1 and drag fields to create visualizations for Tableau Dashboard: Create data source in Tableau

Passing Parameters to Smartsheet calls in Tableau (Dynamic SQL)

Now let's look at scenario where you have to pass parameters to build Dynamic Dashboard. You can try to insert Parameters in your Direct SQL when you build Dynamic SQL but we found some issues with that so we are going to suggest Stored Procedure approach. For more information on Known issue on Dynamic Metadata Check this post.
  1. First lets create a stored procedure in SQL Server for Parameter Example. Notice how we added WITH RESULT SETS in the code to describe metadata.
    --DROP PROC dbo.usp_GetInvoicesByCountry
    --GO
    /*
    Purpose: Parameterize Smartsheet call via SQL. Call ZappySys Drivers inside SQL Server.
    */
    CREATE PROC dbo.usp_GetInvoicesByCountry
    	@country varchar(100) 
    AS 
    
    DECLARE @sql varchar(max)
    --//Escape single ticks carefully
    SET @sql =  'SELECT OrderID,CustomerID,Country,Quantity FROM $
    WITH (Src=''https://services.odata.org/V3/Northwind/Northwind.svc/Invoices?$format=json@filter=Country eq '+ @country +'''
    	 ,Filter=''$.value[*]''
    	 ,DataFormat=''OData''
    )'
    
    DECLARE @sqlFull varchar(max)
    SET @sqlFull='SELECT * FROM OPENQUERY( [LS] , ''' + REPLACE( @sql, '''', '''''' ) + ''' )'
    PRINT @sqlFull --//For DEBUG purpose
    
    EXECUTE (@sqlFull) 
    WITH RESULT SETS ( 
     (OrderID int,CustomerID varchar(100),Country varchar(100),Quantity int) --//describe first result. If you don't do this then wont work in Tableau 
    )
    GO
    -- Example call
    EXEC dbo.usp_GetInvoicesByCountry @country='Germany'
  2. Once you create a stored procedure go to Tableau datasource and select Database which contains the stored procedure we just created.
  3. Now find your stored proc and drag it on the datasource pane. You will see parameters UI as below. You can create new parameter - Select New Parameter under Value Column. Parameterize Tableau Smartsheet datasource (Stored Procedure Parameters)
  4. Thats it now you can reuse your parameterized datasource anywhere in Dashboard.
  5. If you have need to select Parameters from predefined values rather than free text then edit your parameter and select List option. Define values you like to select from as below. Allow Tableau Parameter selection from multiple values
  6. When you create Tableau Dashboard you will see Parameter dropdown (If you selected List) elase you may see Textbox to enter custom value. Tableau Dashboard Example - REST API Source with Parameterized Datasource

Firewall settings

So far we have assumed that Gateway is running on the same machine as SQL Server. However there will be a case when ZappySys ODBC PowerPack is installed on a different machine than SQL Server. In such case you may have to perform additional Firewall configurations. On most computers firewall settings wont allow outside traffic to ZappySys Data Gateway. In such case perform following steps to allow other machines to connect to Gateway.

Method-1 (Preferred)

If you are using newer version of ZappySys Data Gateway then adding firewall rule is just a single click.

  1. Search for gateway in start menu and open ZappySys Data Gateway.
  2. Go to Firewall Tab and click Add Firewall Rule button like below. This will create Firewall rule to all Inbound Traffic on Port 5000 (Unless you changed it). Allow Inbound Traffic - Add Firewall Rule for ZappySys Data Gateway

Method-2 Here is another way to add / edit Inbound Traffic rule in windows firewall. Use below method if you choose to customize your rule (for advanced users).
  1. Search for Windows Firewall Advanced Security in start menu.
  2. Under Inbound Rules > Right click and click [New Rule] >> Click Next
  3. Select Port on Rule Type >> Click Next
  4. Click on TCP and enter port number under specified local port as 5000 (use different one if you changed Default port) >> Click Next
  5. Select Profile (i.e. Private, Public) >> Click Next
  6. Enter Rule name [i.e. ZappySys Data Gateway – Allow Inbound ] >> Click Next
  7. Click OK to save the rule
SQL Server Firewall Allow Inbound Data Gateway

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 Tableau 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 Tableau and integrate data without any coding. Click here to Download Smartsheet Connector for Tableau 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 Tableau Documentation 

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