Replicate Multiple Smartsheet Accounts

CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Smartsheet connections. In this article we show how to use the web app to replicate multiple Smartsheet accounts to a single database.

Configure the Replication Destination

Using CData Sync, you can replicate Smartsheet data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select a destination and enter the necessary connection properties. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Smartsheet to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Smartsheet Connections

You can configure connections to Smartsheet from the Connections tab. To add a connection to one of your Smartsheet accounts, navigate to the Connections tab. For each Smartsheet account you wish to replicate, do the following:

1. Click Add Connection.
2. Select a source (Smartsheet).
3. Configure the connection properties.
   
   

   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.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Queries for Each Smartsheet Instance

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Smartsheet API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Smartsheet data:

REPLICATE Sheet_Event_Plan_Budget;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Smartsheet accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_Sheet_Event_Plan_Budget SELECT * FROM Sheet_Event_Plan_Budget;

• Alternatively, use a different schema:

  REPLICATE PROD.Sheet_Event_Plan_Budget SELECT * FROM Sheet_Event_Plan_Budget;

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of the data from your different Smartsheet accounts.