Automate Smartsheet Integration Tasks from PowerShell

The CData Cmdlets for Smartsheet are standard PowerShell cmdlets that make it easy to accomplish data cleansing, normalization, backup, and other integration tasks by enabling real-time and bidirectional access to Smartsheet.

Getting Started

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PowerShell Cmdlets or ADO.NET Provider?

The Cmdlets are not only a PowerShell interface to Smartsheet, but also an SQL interface; this tutorial shows how to use both to create, retrieve, update, and delete Smartsheet data. We also show examples of the ADO.NET equivalent, which is possible with the CData ADO.NET Provider for Smartsheet. To access Smartsheet data from other .NET applications, like LINQPad, use the CData ADO.NET Provider for Smartsheet.

Once you have acquired the necessary connection properties, accessing Smartsheet data in PowerShell can be enabled in three steps.

Smartsheet uses the OAuth authentication standard. To authenticate using OAuth, you will need to 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.

PowerShell

1. Install the module:

   Install-Module SmartsheetCmdlets

2. Connect:

   $smartsheet = Connect-Smartsheet -OAuthClientId "$OAuthClientId" -OAuthClientSecret "$OAuthClientSecret" -CallbackURL "$CallbackURL"

3. Search for and retrieve data:

   $assigned = "Ana Trujilo" $sheet_event_plan_budget = Select-Smartsheet -Connection $smartsheet -Table "Sheet_Event_Plan_Budget" -Where "Assigned = `'$Assigned`'" $sheet_event_plan_budget

   You can also use the Invoke-Smartsheet cmdlet to execute SQL commands:

   $sheet_event_plan_budget = Invoke-Smartsheet -Connection $smartsheet -Query 'SELECT * FROM Sheet_Event_Plan_Budget WHERE Assigned = @Assigned' -Params @{'@Assigned'='Ana Trujilo'}

ADO.NET

1. Load the provider's assembly:

   [Reflection.Assembly]::LoadFile("C:\Program Files\CData\CData ADO.NET Provider for Smartsheet\lib\System.Data.CData.Smartsheet.dll")

2. Connect to Smartsheet:

   $conn= New-Object System.Data.CData.Smartsheet.SmartsheetConnection("OAuthClientId=MyOauthClientId;OAuthClientSecret=MyOAuthClientSecret;CallbackURL=http://localhost:33333;InitiateOAuth=GETANDREFRESH") $conn.Open()

3. Instantiate the SmartsheetDataAdapter, execute an SQL query, and output the results:

   $sql="SELECT TaskName, Progress from Sheet_Event_Plan_Budget" $da= New-Object System.Data.CData.Smartsheet.SmartsheetDataAdapter($sql, $conn) $dt= New-Object System.Data.DataTable $da.Fill($dt) $dt.Rows | foreach { Write-Host $_.taskname $_.progress }

Update Smartsheet Data

PowerShell

ADO.NET

Insert Smartsheet Data

PowerShell

ADO.NET

Delete Smartsheet Data

PowerShell

ADO.NET