Smartsheet

Note

This connector is owned and provided by Smartsheet.

Summary

Property Value
Connector Smartsheet icon Smartsheet
Products Power BI (semantic models)
Power Query Online
Release state General availability
Authentication kinds OAuth
Data source kind SmartsheetGlobal
Function Reference Documentation SmartsheetGlobal.Contents
SmartsheetGlobal.Query
Support link Contact the connector owner.

Note

Some capabilities might be present in one product but not others due to deployment schedules and host-specific capabilities.

Prerequisites

Before you can sign in to Smartsheet, you must have a Smartsheet account.

Supported capabilities

  • Import

Supported Smartsheet Regions

The Smartsheet connector supports the Smartsheet US region (https://app.smartsheet.com) and Smartsheet EU region (https://app.smartsheet.eu).

Parameters

Entry point: SmartsheetGlobal.Contents

Required parameter count: 1

Returns a table of sheets, reports, folders, and workspaces from the Smartsheet API

Returns a nested table of available sheets, reports, folders, and workspaces from the Smartsheet API.

Parameter Display name Required Type Description Allowed values Nullable Allowed value metadata Declared allowed values
region Region Yes text The Smartsheet region to connect to. "US" (US); "EU" (EU) false [{"Metadata": {"Documentation.Caption": "US", "Documentation.Name": "RegionType.US"}, "Value": "US"}, {"Metadata": {"Documentation.Caption": "EU", "Documentation.Name": "RegionType.EU"}, "Value": "EU"}] ["US", "EU"]
options No nullable record true

Connect from Power Query Desktop

  1. Select Get Data from the Home ribbon in Power BI Desktop.

  2. In the search box, enter Smartsheet, select Smartsheet, and then select Connect.

    Screenshot of the Get Data dialog for Smartsheet.

  3. Select the region to connect to.

    Screenshot of the select region dialog where you select either US or EU.

  4. If you're getting data through the Smartsheet connector for the first time, a third-party notice is displayed. Select Don't warn me again with this connector if you don't want this message to be displayed again, and then select Continue.

  5. To sign in to your Smartsheet account, select Sign in.

    Screenshot of the authentication dialog where you select the sign in button.

  6. In the Smartsheet window that appears, select your sign in method and provide your credentials to sign in to your Smartsheet account.

    Screenshot of the Smartsheet window where you sign in to Smartsheet.

  7. Upon first sign in, you're prompted to allow the connector access to Smartsheet. Select Allow.

    Screenshot of the Allow access windows where you allow the connector to access Smartsheet.

  8. Once successfully signed in, select Connect.

    Screenshot of the authentication dialog indicating you signed in and are ready to connect.

Once the connection is established, you see the folders and workspaces you have access to within the Navigator dialog. Select the data you want to import and then select Load.

Screenshot of the navigator where you select the data you want to use.

Connect from Power Query Online

To connect to Smartsheet data:

  1. Select Smartsheet from the Power Query Connect to data source page.

  2. In the Smartsheet dialog, select your Region (US or EU).

  3. Select Sign in to sign in with your Smartsheet account.

  4. In the Smartsheet sign-in window, enter your credentials and allow the connector to access your Smartsheet data.

  5. Once you successfully sign in, select Next.

  6. In the Choose data page, select the sheets, folders, or workspaces you want to load, and then select Transform data to transform the data in Power Query Editor.

Additional information

Getting Help

If you run into problems when connecting to your data, Contact Support.

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