Breadcrumbs

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 Vessel cannot be used to upload a local file from your computer. **Recommended Setup:** 1. A Vessel built with this Blueprint should typically run after a Vessel 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