Configuring sync process

What you'll need

There are several pieces of information you'll need before you can run the configuration script

• Smartsheet API Key (Information about getting an API key can be found here and here)
• Smartsheet sheet ID
  1. Go to the specific sheet that you want to sync in your Smartsheet account.
  2. On the left side menu, select the Sheet Actions icon.
  3. Select Properties.
  4. Copy the Sheet ID.
• Connection string information to database:
  • Server name
  • Database name
  • User name (if using sql account)
  • Password (if using sql account)

Note - You can use either Integrated Authentication (windows login) or a SQL Server account to perform the sync. Please be sure that the account you use has permissions to create tables and update/delete table data

Running the configuration script

There are two ways to run the configuration script: command prompt or PowerShell ISE

Command Prompt

• Open a command prompt with ‘run as administrator’ privileges
• Navigate to SmartsheetToSQL folder where the scripts are located
• Enter the following command powershell.exe .\ConfigureSmartsheetSync.ps1 and press <Enter>
• Follow menu prompts

PowerShell ISE

• Open PowerShell ISE application
• Open the ConfigureSmartsheetSync.ps1 file using the File > Open menu item
• Inside the PowerShell ISE application, press F5 to run script
• Follow menu prompts

Scheduled Task

The script will ask you if you want to create a scheduled task. Please see here for more information.