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URL: https://www.cdata.com/kb/tech/smartsheet-ssis-task-import-2008.rst

⇱ Build Data Flows from Smartsheet to SQL Server using SSIS

Build Data Flows from Smartsheet to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Smartsheet data to SQL Server using the SSIS components for Smartsheet.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Smartsheet inside of a SQL Server SSIS workflow to transfer Smartsheet data into a Microsoft SQL Server database.

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


Add the Components

To get started, add a new Smartsheet source and SQL Server ADO.NET destination to a new data flow task.

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Smartsheet connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select Smartsheet. The CData Smartsheet Connection Manager is displayed.
  3. Configure connection properties.

    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).

Configure the Smartsheet Source

Follow the steps below to specify the query to be used to extract Smartsheet data.

  1. Double-click the Smartsheet source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: 
    SELECT TaskName, Progress FROM Sheet_Event_Plan_Budget
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Smartsheet Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Smartsheet data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Smartsheet data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Smartsheet SSIS Component to get started:

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Learn more:

👁 Smartsheet Icon
Smartsheet SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live Smartsheet account data through SSIS Workflows.

Use the Smartsheet Data Flow Components to synchronize with Smartsheet Sheets, Contacts, Folders, Groups, Users, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!