Mass file transfer from One Drive folders to Smartsheet Attachments
Hello,
I'm wondering if this is possible through the One Drive connector, any automation tool, or API.
I have roughly ~1,000 folders in OneDrive, and the folders are named by client ID. Each client has 1 row in a smartsheet tracker, and the primary column is the client ID. The goal is to have all of the attachments in each folder be attached to the corresponding client's row through mapping folder ID to the primary column (or first mapping the primary column value to the row ID, and then mapping folder name to row ID)
Any ideas? Ideally I want the attachments themselves to be added to smartsheet, not just a link to one drive.
Thanks,
Julia
Best Answers
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Jaykel Torres Employee
Hey Julia,
Thanks for posting this interesting question. From my understanding, you're looking for a way to attach Files within a Folder from OneDrive into a Row(s) in Smartsheet by using corresponding identifiers to map the Attachment Folder and Row. As we don't currently have this feature, I recommend submitting an Enhancement Request here:Smartsheet Product Enhancement Requests.
OurSmartsheet APIdoes support the ability to attach a File to a Sheet, Comment, or Row so this may be possible to achieve if you are also able to leverage theOne Drive APIavailable from Microsoft.
Feel free to review our Help Article:Attachmentsfor more on this topic.
I hope this helps!
Jaykel
Answers
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Jaykel Torres Employee
Hey Julia,
Thanks for posting this interesting question. From my understanding, you're looking for a way to attach Files within a Folder from OneDrive into a Row(s) in Smartsheet by using corresponding identifiers to map the Attachment Folder and Row. As we don't currently have this feature, I recommend submitting an Enhancement Request here:Smartsheet Product Enhancement Requests.
OurSmartsheet APIdoes support the ability to attach a File to a Sheet, Comment, or Row so this may be possible to achieve if you are also able to leverage theOne Drive APIavailable from Microsoft.
Feel free to review our Help Article:Attachmentsfor more on this topic.
I hope this helps!
Jaykel
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Julia C Peterson ✭✭✭✭
Thanks Jaykel!
OurSmartsheet APIdoes support the ability to attach a File to a Sheet, Comment, or Row so this may be possible to achieve if you are also able to leverage theOne Drive APIavailable from Microsoft.
Is that something that Smartsheet support would be able to help me with if I schedule a time using my license code?
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Sean Morgan Employee
Hi there@Julia C Peterson,
Although the Customer Support team can only assist when your API calls are returning errors, or behaving incorrectly, you can use your Companies access code to book a Pro Desk session, given that this plan is eligible.
If eligible, you can book your Pro Desk seccion here//www.santa-greenland.com/pro-desk, and select the "Connectors, Premium Apps, API, & Extended functionality" option.
For more on Pro Desks, and for steps to confirm if you are eligible, please see this article here:https://help.smartsheet.com/articles/2478411
Let me know if you have any questions!
问候
Sean
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Why not just share the link of the OneDrive folder? Mass load files might not be necessary.
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Julia C Peterson ✭✭✭✭
@Mike Chen, Because the management of a Program was migrated from Sharepoint to Smartsheet and the Sharepoint site is being retired. All of the historical data from the past 5+ years was migrated to Smartsheet, and ideally we wanted to migrate the files as well so the Sharepoint site could be officially archived/retired.
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Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":80658,"type":"question","name":"Share Data Shuttle Workflows?","excerpt":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on leave, to enable other to run the workflow.","snippet":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on…","categoryID":343,"dateInserted":"2021-06-24T11:58:10+00:00","dateUpdated":"2022-06-14T14:38:17+00:00","dateLastComment":"2023-07-26T09:52:20+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xxPR8TjJ4fw!w4dRvyDxgzQ!O-caq5LjOWH","dateLastActive":"2023-07-27T13:22:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":162750,"lastUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":989,"score":2,"hot":3314905830,"url":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","format":"Rich","lastPost":{"discussionID":80658,"commentID":387106,"name":"Re: Share Data Shuttle Workflows?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387106#Comment_387106","dateInserted":"2023-07-26T09:52:20+00:00","insertUserID":162750,"insertUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-07-20T15:45:32+00:00","dateAnswered":"2021-06-25T08:39:19+00:00","acceptedAnswers":[{"commentID":296093,"body":"
Hi @Matthew LeMasonry<\/a> <\/p> No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)<\/a><\/p> That said, many team members will be able to trigger<\/em> that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?<\/p> If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management<\/a><\/p> Cheers,<\/p> Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":2},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":628,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">