Bruin CLI

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Smartsheet ​

Smartsheet is a software as a service (SaaS) offering for collaboration and work management.

ingestr supports Smartsheet as a source.

Bruin supports Smartsheet as a source for Ingestr assets, and you can use it to ingest data from Smartsheet into your data warehouse.

In order to set up Smartsheet connection, you need to add a configuration item in the .bruin.yml file and in asset file. You need access_token . For details on how to obtain these credentials, please refer here.

Follow the steps below to correctly set up Smartsheet as a data source and run ingestion.

Step 1: Add a connection to .bruin.yml file ​

To connect to Smartsheet, you need to add a configuration item to the connections section of the .bruin.yml file. This configuration must comply with the following schema:

yaml
connections:
    smartsheet:
        - name: "smartsheet"
          access_token: "access_token"
  • access_token: Your Smartsheet API access token.

Step 2: Create an asset file for data ingestion ​

To ingest data from Smartsheet, you need to create an asset configuration file. This file defines the data flow from the source to the destination. Create a YAML file (e.g., smartsheet_ingestion.yml) inside the assets folder and add the following content:

yaml
name: public.smartsheet
type: ingestr
connection: postgres

parameters:
  source_connection: smartsheet
  source_table: '1234567890123456'

  destination: postgres
  • name: The name of the asset.
  • type: Specifies the type of the asset. Set this to ingestr to use the ingestr data pipeline.
  • connection: This is the destination connection, which defines where the data should be stored. For example: "postgres" indicates that the ingested data will be stored in a PostgreSQL database.
  • source_connection: The name of the Smartsheet connection defined in .bruin.yml.
  • source_table: The source table will be the sheet_id of the Smartsheet you want to ingest. You can find the sheet_id by opening the sheet in Smartsheet and going to File > Properties. The Sheet ID will be listed there.

Step 3: Run asset to ingest data ​

bruin run assets/Smartsheet_ingestion.yml

As a result of this command, Bruin will ingest data from the given Smartsheet table into your Postgres database.