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URL: https://www.cdata.com/kb/tech/smartsheet-jdbc-datagrip.rst

⇱ Query Smartsheet Data in DataGrip


Query Smartsheet Data in DataGrip

πŸ‘ Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Create a Data Source for Smartsheet in DataGrip and use SQL to query live Smartsheet data.

DataGrip is a database IDE that allows SQL developers to query, create, and manage databases. When paired with the CData JDBC Driver for Smartsheet, DataGrip can work with live Smartsheet data. This article shows how to establish a connection to Smartsheet data in DataGrip and use the table editor to load Smartsheet data.

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


Create a New Driver Definition for Smartsheet

The steps below describe how to create a new Data Source in DataGrip for Smartsheet.

  1. In DataGrip, click File -> New > Project and name the project πŸ‘ Creating a new DataGrip project.
  2. In the Database Explorer, click the plus icon () and select Driver. πŸ‘ Adding a new Driver.
  3. In the Driver tab:
    • Set Name to a user-friendly name (e.g. "CData Smartsheet Driver")
    • Set Driver Files to the appropriate JAR file. To add the file, click the plus (), select "Add Files," navigate to the "lib" folder in the driver's installation directory and select the JAR file (e.g. cdata.jdbc.smartsheet.jar).
    • Set Class to cdata.jdbc.smartsheet.Smartsheet.jar
  4. Click "Apply" then "OK" to save the Connection πŸ‘ A configured Driver (Salesforce is shown).

Configure a Connection to Smartsheet

  1. Once the connection is saved, click the plus (), then "Data Source" then "CData Smartsheet Driver" to create a new Smartsheet Data Source.
  2. In the new window, configure the connection to Smartsheet with a JDBC URL.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Smartsheet JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.smartsheet.jar
     

    Fill in the connection properties and copy the connection string to the clipboard.

    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.

    πŸ‘ Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
  3. Set URL to the connection string, e.g.,
    jdbc:smartsheet:OAuthClientId=MyOauthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH;
  4. Click "Apply" and "OK" to save the connection string πŸ‘ A configured Data Source (Salesforce is shown).

At this point, you will see the data source in the Data Explorer.

Execute SQL Queries Against Smartsheet

To browse through the Smartsheet entities (available as tables) accessible through the JDBC Driver, expand the Data Source.

πŸ‘ Exploring the data (Salesforce is shown.)

To execute queries, right click on any table and select "New" -> "Query Console."

πŸ‘ Opening a new Query Console.

In the Console, write the SQL query you wish to execute. For example:

SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget
πŸ‘ Querying with SQL (Salesforce is shown.)

Download a free, 30-day trial of the CData JDBC Driver for Smartsheet and start working with your live Smartsheet data in DataGrip. Reach out to our Support Team if you have any questions.

Ready to get started?

Download a free trial of the Smartsheet Driver to get started:

 Download Now

Learn more:

πŸ‘ Smartsheet Icon
Smartsheet JDBC Driver

Easy-to-use Smartsheet client enables Java-based applications to easily consume Smartsheet Sheets, Contacts, Folders, Groups, Users, etc.