How to create a Smartsheet Datasource

Create your over-pacing SQL

1. Login to Alli Data and select the client you want to create a datasource for

2. Navigate to Reports, select Add New Datasource, and select the datasource type: Smartsheet, give your new datasource a name, and select Next.

   

3. Leave the Advanced Settings section as is, no need to edit anything as long as it’s active

   

4. In the Additional Configuration Needed section, place your API Key and click Next at the bottom right

   

   1. The API Key can be found in the left panel in Smartsheets > Account > Apps & Integrations > API Access

5. The Page should refresh, and you should now have a second dropdown option to select the specific smartsheet page you wish to pull in. Select your Sheet from the dropdown box

   

6. In the Define your data section, we recommend downloading your creative sheet as a csv, and dragging & dropping to automatically create your columns OR you can create them individuall using the plus button. Make sure your data types align with the values in the columns (ie a date is pulled in as a date, a campaign name is pulled in as a Numbers and Letters, etc)

   1. Remember your Define your data section should mirror your Smartsheet. So if your Smartsheet has 8 columns, your datasource should have 8. The order also matters and should be the same.

   2. If possible column names shouldn’t contain letters, should be lowercase, and no spaces. (convert spaces to underscores or dashes)

7. Click Next when you have completed defining your data

8. Finally, click Load Data to being pulling in your smartsheet

   

9. The page should refresh and display a progress bar for you to see & will update when it is complete

   

   

10. But don’t worry, you don’t have to stick around and watch, you will receive an email when it is finished loading