TL;DR
This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:
- set up Smartsheets as a source connector (using Auth, or usually an API key)
- set up Postgres destination as a destination connector
- define which data you want to transfer and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.
This tutorial’s purpose is to show you how.
What is Smartsheets
A cloud-based management platform, Smartsheet empowers businesses to accomplish all things business. Smartsheet drives collaboration, supports better decision making, and accelerates innovation, enabling businesses to advance from ideation to impact in record time. Chosen by more than 70,000 brands in 190 different countries, Smartsheet simply makes business smarter—and simpler, since it integrates seamlessly with applications businesses already use from Google, Atlassian, Salesforce, Microsoft, and more.
What is Postgres destination
An object-relational database management system, PostgreSQL is able to handle a wide range of workloads, supports multiple standards, and is cross-platform, running on numerous operating systems including Microsoft Windows, Solaris, Linux, and FreeBSD. It is highly extensible, and supports more than 12 procedural languages, Spatial data support, Gin and GIST Indexes, and more. Many web, mobile, and analytics applications use PostgreSQL as the primary data warehouse or data store.
Prerequisites
- A Smartsheets account to transfer your customer data automatically from.
- A Postgres destination account.
- An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.
Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Smartsheets and Postgres destination, for seamless data migration.
When using Airbyte to move data from Smartsheets to Postgres destination, it extracts data from Smartsheets using the source connector, converts it into a format Postgres destination can ingest using the provided schema, and then loads it into Postgres destination via the destination connector. This allows businesses to leverage their Smartsheets data for advanced analytics and insights within Postgres destination, simplifying the ETL process and saving significant time and resources.
Step 1: Set up Smartsheets as a source connector
![](https://cdn.prod.website-files.com/605e01bc25f7e19a82e74788/64aeb8af6351d4930c019cb5_Set%20up%20a%20source.jpg)
1. Open the Smartsheets source connector page on Airbyte.com.
2. Click on the "Add Source" button.
3. Enter a name for your Smartsheets source connector.
4. Enter your Smartsheets API access token in the "API Access Token" field.
5. Enter your Smartsheets account ID in the "Account ID" field.
6. Click on the "Test" button to ensure that the credentials are correct.
7. If the test is successful, click on the "Save & Continue" button.
8. Select the tables that you want to replicate from Smartsheets.
9. Choose the replication frequency and the destination where you want to store the data.
10. Click on the "Create Connection" button to start the replication process.
Once you have completed these steps, Airbyte will start replicating the data from your Smartsheets account to the destination that you have chosen. You can monitor the replication process and view the data in the destination by logging into your Airbyte account.
Step 2: Set up Postgres destination as a destination connector
![](https://cdn.prod.website-files.com/605e01bc25f7e19a82e74788/64aeb8b079061e146f038ab9_Set%20up%20a%20destination.jpg)
Step 3: Set up a connection to sync your Smartsheets data to Postgres destination
![](https://cdn.prod.website-files.com/605e01bc25f7e19a82e74788/64aeb8afa62171f49ab6c6c5_Set%20up%20a%20connection.jpg)
Once you've successfully connected Smartsheets as a data source and Postgres destination as a destination in Airbyte, you can set up a data pipeline between them with the following steps:
- Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
- Choose your source: Select Smartsheets from the dropdown list of your configured sources.
- Select your destination: Choose Postgres destination from the dropdown list of your configured destinations.
- Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
- Select the data to sync: Choose the specific Smartsheets objects you want to import data from towards Postgres destination. You can sync all data or select specific tables and fields.
- Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
- Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
- Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Smartsheets to Postgres destination according to your settings.
Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Postgres destination data warehouse is always up-to-date with your Smartsheets data.
Use Cases to transfer your Smartsheets data to Postgres destination
Integrating data from Smartsheets to Postgres destination provides several benefits. Here are a few use cases:
- Advanced Analytics: Postgres destination’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Smartsheets data, extracting insights that wouldn't be possible within Smartsheets alone.
- Data Consolidation: If you're using multiple other sources along with Smartsheets, syncing to Postgres destination allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
- Historical Data Analysis: Smartsheets has limits on historical data. Syncing data to Postgres destination allows for long-term data retention and analysis of historical trends over time.
- Data Security and Compliance: Postgres destination provides robust data security features. Syncing Smartsheets data to Postgres destination ensures your data is secured and allows for advanced data governance and compliance management.
- Scalability: Postgres destination can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Smartsheets data.
- Data Science and Machine Learning: By having Smartsheets data in Postgres destination, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
- Reporting and Visualization: While Smartsheets provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Postgres destination, providing more advanced business intelligence options. If you have a Smartsheets table that needs to be converted to a Postgres destination table, Airbyte can do that automatically.
Wrapping Up
To summarize, this tutorial has shown you how to:
- Configure a Smartsheets account as an Airbyte data source connector.
- Configure Postgres destination as a data destination connector.
- Create an Airbyte data pipeline that will automatically be moving data directly from Smartsheets to Postgres destination after you set a schedule
With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.
We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!
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