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Smartsheet

Smartsheet manages tasks, projects, and workflows using a spreadsheet-like interface that can contain rows, columns, and cell data. Prophecy uses the Smartsheet API to establish the connection.

Feature support

The table below outlines whether the connection supports certain Prophecy features.

FeatureSupported
Read data with a Source gemYes
Write data with a Target gemYes
Browse data in the Environment browserYes

Limitations

Keep in mind the following limitations when using the Smartsheet connection.

  • Smartsheet defines capacity limits in their Limitations documentation.

  • Smartsheet allows users to create sheets with the same name in the same file location. Prophecy handles this situation in the following ways:

    • Writing to Smartsheet when there are duplicate files. In this case, the pipeline run will fail in Prophecy. Prophecy will not choose which file to overwrite with the Target gem.

    • Reading from Smartsheet when there are duplicate files. In this case, Prophecy appends a (n) to the duplicate files for differentiation in Prophecy.

    Duplicate Smartsheet file in Prophecy file browser

Parameters

To create a connection with Smartsheet, enter the following parameters:

ParameterDescription
Connection NameUnique name for the connection
Access Token (Secret required)Your Smartsheet API access token

Smartsheet permissions

When you create a Smartsheet connection in Prophecy, access permissions are tied to the credentials you use. This is because Prophecy uses your credentials to execute all data operations, such as reading or writing sheets. For example, if you are a Viewer on a sheet, you won't be able to write data to that sheet with a Target gem.

To learn more about Smartsheet permissions, visit Sharing permission levels.

Sharing connections within teams

Connections in Prophecy are stored within fabrics, which are assigned to specific teams. Once a Smartsheet connection is added to a fabric, all team members that have access to the fabric can use the connection in their projects. No additional authentication is required—team members automatically inherit the access and permissions of the original connection.

caution

Be mindful of the access level granted by the stored credentials. Anyone on the team will have the same permissions—including access to sensitive data if allowed.

To manage this securely, consider creating a dedicated fabric and team for high-sensitivity connections. This way, only approved users have access to those credentials.

Fetching data

Prophecy fetches data from Smartsheet in the following ways:

  • When you browse a Smartsheet connection in the Environment browser, Prophecy fetches data on demand as you expand folders. You can manually refresh the Environment browser to see updated files.

  • When a pipeline runs, Source gems will read the latest available version of the data. If the schema changes in Smartsheet, you will need to re-infer the schema in Prophecy.