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URL: https://www.cdata.com/kb/tech/smartsheet-cloud-heidisql.rst

⇱ Connect to Smartsheet Data from HeidiSQL

Connect to Smartsheet Data from HeidiSQL

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and query live Smartsheet data from HeidiSQL.

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect AI, HediSQL reach extends to include access to live Smartsheet data. This article demonstrates how to connect to Smartsheet using Connect AI and query Smartsheet data in HeidiSQL.

CData Connect AI provides a pure SQL Server interface for Smartsheet, allowing you to query data from Smartsheet without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Smartsheet, leveraging server-side processing to return the requested Smartsheet data quickly.

About Smartsheet Data Integration

CData provides the easiest way to access and integrate live data from Smartsheet. Customers use CData connectivity to:

  • Read and write attachments, columns, comments and discussions.
  • View the data in individuals cells, report on cell history, and more.
  • Perform Smartsheet-specific actions like deleting or downloading attachments, creating, copying, deleting, or moving sheets, and moving or copying rows to another sheet.

Users frequently integrate Smartsheet with analytics tools such as Tableau, Crystal Reports, and Excel. Others leverage our tools to replicate Smartsheet data to databases or data warehouses.


Getting Started


Configure Smartsheet Connectivity for HeidiSQL

Connectivity to Smartsheet from HeidiSQL is made possible through CData Connect AI. To work with Smartsheet data from HeidiSQL, we start by creating and configuring a Smartsheet connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Smartsheet" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Smartsheet.

    Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, register an app to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL connection properties.

    However, for testing purposes you can instead use the Personal Access Token you get when you create an application; set this to the OAuthAccessToken connection property.

    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Smartsheet Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Smartsheet data from HeidiSQL.

Connect to Smartsheet from HeidiSQL using Connect AI

To establish a connection from HeidiSQL to the CData Connect AI Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

  1. In the Session Manager, select New in the bottom-left
  2. Give the new session a descriptive name, e.g. Connect-Cloud-Smartsheet
    3. 👁 Creating a new session in HeidiSQL.

Configure a SQL Server Connection to Connect AI

  1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
  2. The Library DLL should automatically update to MSOLEDBSQL
  3. Set the Hostname/IP to tds.cdata.com
  4. Set the User to your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
  5. Set the Password to your PAT created in Connect AI in the previous section.
  6. Set the Port to 14333 👁 Configuring a SQL Server connection to Connect AI

Query Smartsheet from HeidiSQL

  1. In the database listing on the left, find your connection to Smartsheet configured earlier.
  2. Expand this connection to view individual tables or data objects present within Smartsheet.
  3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables 👁 Querying within HeidiSQL.

Get CData Connect AI

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect AI today!