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Domo Knowledge Base

Smartsheet Connector

Version 21

 

Intro

Smartsheet is an online project management, productivity and team collaboration SaaS application. Domo's Smartsheet connector allows you to retrieve data about folders, sheets, workspaces, users, and so on. To learn more about the Smartsheet API, visit their website ( https://smartsheet-platform.github.io/api-docs/ ).

The Smartsheet connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to the Smartsheet in the Data Center. This topic discusses the fields and menus that are specific to the Smartsheet connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

This connector is typically used to pull spreadsheet data into Domo.

Primary Metrics

N/A

Primary Company Roles

Product/project managers

Average Implementation Time

Depends on the amount of data and the scope of the system.

Ease of Use (on a 1-to-10 scale with 1 being easiest)

4

Video - Connecting to Smartsheet

 

 

Best Practices

  • As this connector does not support relative dates, "Replace" is the best choice for scheduling.

  • API calls are limited to 300 calls per minute. However, most reports do not result in a lot of calls (aside from the "Users - All Sheets" report).

Prerequisites

To connect to the Smartsheet API and create a DataSet, you must have the following:

  • The email address you entered when you signed up for a Smartsheet account

  • Your Smartsheet password

Connecting to Smartsheet

This section enumerates the options in the Credentials and Details panes in the Smartsheet connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane 

The Domo Smartsheet connector uses OAuth to connect, so there is no need to enter credentials within Domo. Click Connect (or select Add Account if you have existing Smartsheet accounts in Domo) to open the Smartsheet OAuth screen where you can enter your Smartsheet email address and password. Once you have entered valid credentials, you can use the same account any time you go to create a new Smartsheet DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Note: The SmartSheet connector requires that you reauthenticate your account throughout the life of the connection. For information about reauthenticating an account, see Reconnecting Connectors for Accounts.  

Details Pane

This pane contains a primary menu in which you select a report, along with two fields in which you can specify information to retrieve.

Menu

Description

Report

Select a Smartsheet report. The following reports are available:

Columns - Columns in Sheet

Returns data about columns within a specified sheet. You must enter a sheet name in Workspace/Folder/Sheet Name for this report to run. 

Folders - All Folders

Returns a list of all folders in your account.

Folders - Single Folder

Returns data about a specified folder. You must enter a folder name in Workspace/Folder/Sheet Name for this report to run.

Folders - All Folders Inside a Folder

Returns a list of subfolders within a specified folder. You must enter a folder name in Workspace/Folder/Sheet Name for this report to run.

Home

Returns data about all workspaces, sheets, and folders in your account.

Search - All

Searches for a specified search term within your entire account and returns results with that search term. You must enter a search term in Search for this report to run.

Search - In Sheet

Searches for a specified search term within a specified sheet and returns results with that search term. You must enter a sheet name in Workspace/Folder/Sheet Name and a search term in Search for this report to run.

Shares for Workspace 

Returns a list of users who have access to a specified workspace. You must enter a workspace name in Workspace/Folder/Sheet Name for this report to run. 

Shares for Sheet 

Returns a list of users who have access to a specified sheet. You must enter a sheet name in Workspace/Folder/Sheet Name for this report to run. 

Sheets

Returns a list of all sheets in your account.

Sheets - Single Sheet

Returns data a specified sheet. You must enter a sheet name in Workspace/Folder/Sheet Name for this report to run. 

Sheets - Sheet Version

Returns the version number for a specified sheet. You must enter a sheet name in Workspace/Folder/Sheet Name for this report to run.

Sheets - Publish Status

Returns publish status information for a specified sheet. You must enter a sheet name in Workspace/Folder/Sheet Name for this report to run.

Templates

Returns a list of all templates in your account. 

Users - All Users

Returns data about all users of the account.  

Users - Current User

Returns data about the authenticated user. 

Users - All Sheets

Returns a list of all sheets used by account users.

Workspaces - All Workspaces

Returns a list of all workspaces in your account.

Workspaces - Single Workspace

Returns data about a specified workspace. You must enter a workspace name in Workspace/Folder/Sheet Name for this report to run.

Workspaces - All Folders in a Workspace

Returns a list of folders within a specified workspace. You must enter a workspace name in Workspace/Folder/Sheet Name for this report to run. 

 

Workspace/Folder/Sheet Name

Enter the name of the workspace, folder, or sheet you want to retrieve information for. Many reports do not work unless a name is specified.

Search 

Enter the search term you want to retrieve data for. Some reports do not work unless a search term is specified.

 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

Be aware that some "User" reports are available only to Team or Enterprise edition accounts.