Smartsheet Connector
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 |
Training Video - Connecting to Smartsheet
Learn how to power a Smartsheet DataSet.
Note: The product training videos are for Domo customers and clients only.
Best Practices
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As this connector does not support relative dates, "Replace" is the best choice for scheduling.
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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:
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The email address you entered when you signed up for a Smartsheet account
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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.
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 |
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Report |
Select a Smartsheet report. The following reports are available:
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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. |
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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.