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URL: https://www.cdata.com/kb/tech/smartsheet-odbc-access-linked-tables.rst

⇱ How to Use a Microsoft Access Database to Update Smartsheet Data in Real Time

How to Use a Microsoft Access Database to Update Smartsheet Data in Real Time

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Update Smartsheet data by creating a linked table in Microsoft Access with the CData Smartsheet ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Smartsheet, you can update live Smartsheet data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

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


Connect to Smartsheet as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Sheet_Event_Plan_Budget Data

Follow the steps below to create a linked table, which enables you to access live Sheet_Event_Plan_Budget data.

  1. On the External Data tab in Access, click ODBC Database. 👁 Use the Get External Data wizard to work with ODBC data sources in Access.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Sheet_Event_Plan_Budget table. 👁 Linked Tables enable you use the live connection to Smartsheet that is provided by the driver.

  3. Select the CData Smartsheet data source from the Machine Data Source tab.

    👁 DSNs listed in the Get External Data wizard.
  4. Select the Sheet_Event_Plan_Budget table. For more information on this table, see the "Data Model" chapter in the help documentation. 👁 Available tables. (Google is shown.)

  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

    👁 A linked table to the live data. (Google is shown.)

Ready to get started?

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

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Learn more:

👁 Smartsheet Icon
Smartsheet ODBC Driver

The Smartsheet ODBC Driver is a powerful tool that allows you to connect with live data from Smartsheet, directly from any applications that support ODBC connectivity.

Access Smartsheet Sheets, Contacts, Folders, Groups, Users, etc. through a standard ODBC Driver interface.