Smartsheet - Upload File from Workflows to Smartsheet

Overview

Easily import data from a single CSV or Excel file into a single SmartSheet Sheet. If the the Sheet already exists, the data being uploaded will either be appended or will overwrite the existing data based on the Insert Method.

Insert Method

If Append or Replace is selected, then a Sheet ID is also required so the existing sheet can be modified
If Create is selected, then a Sheet Name is recommended, otherwise the newly created Sheet will be named after the file

Only one file can be uploaded at a time.

Note: This Task cannot be used to upload a local file from your computer.

Recommended Setup:

A Task built with this Template should typically run after a Task that either downloads a file to Workflows or generates a file with code.

Variables

Name	Reference	Type	Required	Default	Options	Description
Access Token	SMARTSHEET_ACCESS_TOKEN	Password	✅	-	-	The access token for the Smartsheet API
Sheet ID	SMARTSHEET_SHEET_ID	Alphanumeric	➖	-	-	The ID of the sheet to write to. This is only necessary if you are modifying an existing sheet
Sheet Name	SMARTSHEET_SHEET_NAME	Alphanumeric	➖	-	-	The name of the sheet to be created. Only necessary if creating a new sheet
Source Folder Name	SMARTSHEET_SOURCE_FOLDER_NAME	Alphanumeric	➖	-	-	The optional location of the file to be uploaded
Source File Name	SMARTSHEET_SOURCE_FILE_NAME	Alphanumeric	✅	-	-	The name of the file to upload
File Type	SMARTSHEET_FILE_TYPE	Select	✅	csv	CSV: csv XLSX: xlsx	The file type to upload (either XLSX or CSV)
Insert Method	SMARTSHEET_INSERT_METHOD	Select	✅	replace	Append: append Replace: replace Create: create	This determines whether the data being uploaded will append to an existing sheet, overwrite an existing sheet, or create a new one.

YAML

Below is the YAML template

YAML


source:
  template: Smartsheet - Upload File from Workflows to Smartsheet
  inputs:
    SMARTSHEET_ACCESS_TOKEN:
    SMARTSHEET_SHEET_ID:
    SMARTSHEET_SHEET_NAME:
    SMARTSHEET_SOURCE_FOLDER_NAME:
    SMARTSHEET_SOURCE_FILE_NAME:
    SMARTSHEET_FILE_TYPE: csv
    SMARTSHEET_INSERT_METHOD: replace
  type: TEMPLATE
guardrails:
  retry_count: 1
  retry_wait: 0h0m0s
  runtime_cutoff: 1h0m0s
  exclude_exit_code_ranges:
    - 200
    - 201
    - 202
    - 203
    - 204
    - 205
    - 206
    - 220
    - 249