Mass file transfer from One Drive folders to Smartsheet Attachments

Julia C Peterson · 09/18/20

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

Jaykel Torres · 09/27/20

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.

Our Smartsheet API does 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 the One Drive API available from Microsoft.

Feel free to review our Help Article: Attachments for more on this topic.

I hope this helps!

Jaykel

Etienne Mermillod · 03/25/21

Hi Julia,

It's technically possible to loop over all files inside of SharePoint and upload them to Smartsheet but will require some custom development to implement the solution.

Jaykel Torres · 09/27/20

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.

Our Smartsheet API does 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 the One Drive API available from Microsoft.

Feel free to review our Help Article: Attachments for more on this topic.

I hope this helps!

Jaykel

Julia C Peterson · 09/28/20

Thanks Jaykel!

Our Smartsheet API does 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 the One Drive API available from Microsoft.

Is that something that Smartsheet support would be able to help me with if I schedule a time using my license code?

Sean Morgan · 09/29/20

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 https://www.smartsheet.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!

Regards

Sean

Mike Chen · 03/17/21

Why not just share the link of the OneDrive folder? Mass load files might not be necessary.

Julia C Peterson · 03/19/21

@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.

Etienne Mermillod · 03/25/21

Hi Julia,

It's technically possible to loop over all files inside of SharePoint and upload them to Smartsheet but will require some custom development to implement the solution.

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