Power Automate to save a Smartsheet attachment to SharePoint

Melissa Torrez
Melissa Torrez ✭✭✭✭✭
edited 06/26/23 in API & Developers

Can you use Power Automate to save an attachment from a Smartsheet row to SharePoint? Alternatively, I need a way to link directly to the attachments in a sheet. Is either possible?

Answers

  • Eric Law
    Eric Law ✭✭✭✭✭✭

    Hello @Melissa Torrez Data Shuttle does exactly what you want.

  • Melissa Torrez
    Melissa Torrez ✭✭✭✭✭

    Hi @Eric Law I am trying to save an attachment from Smartsheet to SharePoint. I can see where you can do the opposite via data shuttle and attach something to a Smartsheet row from SharePoint, but again I am trying to do the reverse. The attachment is already in Smartsheet and I need a way to save it to SP or save a URL to that specific row perhaps in a SharePoint list.

  • Eric Law
    Eric Law ✭✭✭✭✭✭

    @Melissa Torrez You need to create an offload shuttle in Data Shuttle. From there you can upload a file to your Sharepoint.



  • Melissa Torrez
    Melissa Torrez ✭✭✭✭✭

    @Eric Law yes I can upload the whole sheet to SharePoint via data shuttle but there are files attached to every row of the Smartsheet. The row attachments are what I am trying to get from SS to SP.

  • Eric Law
    Eric Law ✭✭✭✭✭✭

    @Melissa Torrez Sorry for the misinterpretation, I don't know about THAT specific function. From everything I've read it isn't a easy thing to automate getting attachments. Even if you backup the attachments, there are no reference to the row that it is attached to, so each attachment would need to be manually renamed.

    You CAN get a URL to point to the attachment... BUT, the URL only lasts for 30 days, unless you go back into the file (prior to expiration) and request a URL to the file again. If you request the URL after the expiration, you get a new link. This process is very cumbersome and non-sustainable

  • vdemattei
    vdemattei ✭✭✭✭

    I would also like to be able to do this as a means of archiving our "projects". Each row represents an individual project with various attachments. Once a project is completed, I'd love for an archive to be saved with a folder with the primary column name and all the attachments that were attached to that row saved into that folder.

    I'd love to see an enhancement request for this.

  • Is there not a solution w/in the smartsheet application and suite of applications that allows for extraction of the attachments within a smartsheet row and load it into SharePoint? How do we get this functionality added? Seems like it would be valuable for many.

  • Josh Burack
    Josh Burack ✭✭✭

    The only idea I can think of is using Zapier and triggers in Smartsheet to monitor and send attachments from one to the other. I have not researched this extensively yet, however, this is something I plan to investigate later this year.

  • Has this been resolved by chance? I'd like to do the same as @JD Lobue is trying to do? @JD Lobue do you get it to work by chance?

  • Since I did not receive an answer, and I don't believe smartsheet has the capability to extract their attachments now, I created a powershell script to extract the attachments using the smartsheet API.

  • Kelly Moore
    Kelly Moore ✭✭✭✭✭✭

    Hey @Batman Smartsheet and @JD Lobue

    I have not found a way to select attachments and move them to Sharepoint directly. I do email attachments to Teams on a regular basis and then use Power Automate to further move or rename, as needed. If desired, I could, with Bridge and an identified trigger on the row, create a sharepoint item but to my knowledge an attachment is not included. Although I've never tried, I would think Power Automate could then append the attachment to a newly list item, which would ultimately create a link to the attachment and smartsheet.

    Going the other way, I have added an attachment to Sharepoint, and using Power Automate, created a new smartsheet row and sent the file link of the file (not the attachment itself) to smartsheet.

    Using the Document Generator automation, I generated a pdf attachment that I emailed to Teams. Using Bridge and the email Report API I've emailed a row report to Teams.

    Those are my workarounds.

    I hope this helps

    Kelly

  • @JD Lobue I appreciate it. Good workarounds, I wish their was an integration that would make it easier to move attachment from one source to another. Its crazy how you can send data from one to the other but no the documents. makes no sense to me. thank you again.