How to pipe Smartsheet Data to CSV in PowerShell



Use standard PowerShell cmdlets to access Smartsheet tables.

The CData Cmdlets Module for Smartsheet is a standard PowerShell module offering straightforward integration with Smartsheet. Below, you will find examples of using our Smartsheet Cmdlets with native PowerShell cmdlets.

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


Creating a Connection to Your Smartsheet Data

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.

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

Selecting Data

Follow the steps below to retrieve data from the Sheet_Event_Plan_Budget table and pipe the result into to a CSV file:

Select-Smartsheet -Connection $conn -Table Sheet_Event_Plan_Budget | Select -Property * -ExcludeProperty Connection,Table,Columns | Export-Csv -Path c:\mySheet_Event_Plan_BudgetData.csv -NoTypeInformation

You will notice that we piped the results from Select-Smartsheet into a Select-Object cmdlet and excluded some properties before piping them into an Export-Csv cmdlet. We do this because the CData Cmdlets append Connection, Table, and Columns information onto each "row" in the result set, and we do not necessarily want that information in our CSV file.

The Connection, Table, and Columns are appended to the results in order to facilitate piping results from one of the CData Cmdlets directly into another one.

Deleting Data

The following line deletes any records that match the criteria:

Select-Smartsheet -Connection $conn -Table Sheet_Event_Plan_Budget -Where "Assigned = Ana Trujilo" | Remove-Smartsheet

Inserting and Updating Data

The cmdlets make data transformation easy as well as data cleansing. The following example loads data from a CSV file into Smartsheet, checking first whether a record already exists and needs to be updated instead of inserted.

Import-Csv -Path C:\MySheet_Event_Plan_BudgetUpdates.csv | %{
  $record = Select-Smartsheet -Connection $Smartsheet -Table Sheet_Event_Plan_Budget -Where ("Id = `'"+$_.Id+"`'")
  if($record){
    Update-Smartsheet -Connection $smartsheet -Table Sheet_Event_Plan_Budget -Columns ("TaskName","Progress") -Values ($_.TaskName, $_.Progress) -Where ("Id = `'"+$_.Id+"`'")
  }else{
    Add-Smartsheet -Connection $smartsheet -Table Sheet_Event_Plan_Budget -Columns ("TaskName","Progress") -Values ($_.TaskName, $_.Progress)
  }
}

As always, our goal is to simplify the way you connect to data. With cmdlets users can install a data module, set the connection properties, and start building. Download Cmdlets and start working with your data in PowerShell today!

Ready to get started?

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Learn more:

Smartsheet Icon Smartsheet Cmdlets

An easy-to-use set of PowerShell Cmdlets offering real-time access to Smartsheet data. The Cmdlets allow users to easily read, write, update, and delete live data - just like working with SQL server.