5-minute tutorial

Migrate Smartsheet to SFTP in 60 Seconds

Learn how to copy your Smartsheet data to SFTP with a single command using ingestr - no code required.

One command Zero code Production ready

What you'll learn

How to install and set up ingestr in seconds

Connect to Smartsheet and SFTP with proper authentication

Copy entire tables or specific data with a single command

Set up incremental loading for continuous data synchronization

Prerequisites

Python 3.8 or higher installed
Smartsheet access token from developer tools
SFTP server access
SSH credentials or private key

Step 1: Install ingestr

Install ingestr in seconds using pip. Choose the method that works best for you:

Recommended: Using uv (fastest)

# Install uv first if you haven't already
pip install uv

# Run ingestr using uvx
uvx ingestr

Alternative: Global installation

# Install globally using uv
uv pip install --system ingestr

# Or using standard pip
pip install ingestr

Verify installation: Run ingestr --version to confirm it's installed correctly.

Step 2: Your First Migration

Let's copy a table from Smartsheet to SFTP. This example shows a complete, working command you can adapt to your needs.

Set up your connections

Smartsheet connection format:

smartsheets://?access_token=<access_token>

Parameters:

• access_token: Smartsheet API access token

SFTP connection format:

sftp://user:password@host:port?private_key_path=<private_key_path>

Parameters:

• user: SFTP username
• password: SFTP password (if not using key-based auth)
• host: SFTP server hostname
• port: SFTP port (default: 22)
• private_key_path: Path to SSH private key file

BigQuery Setup Required

Before running the command:

Create a service account in Google Cloud Console
Grant it BigQuery Data Editor and Job User roles
Download the JSON key file
Use the path to this file in your connection string

Run your first copy

Copy the entire users table from Smartsheet to SFTP:

ingestr ingest \
    --source-uri 'smartsheets://?access_token=abc123def456' \
    --source-table 'sheets' \
    --dest-uri 'sftp://user:[email protected]:22' \
    --dest-table 'raw.sheets'

What this does:

• Connects to your Smartsheet database
• Reads all data from the specified table
• Creates the table in SFTP if needed
• Copies all rows to the destination

Command breakdown:

--source-uri Your source database
--source-table Table to copy from
--dest-uri Your destination
--dest-table Where to write data

Step 3: Verify your data

After the migration completes, verify your data was copied correctly:

Check row count in SFTP:

-- Run this in SFTP
SELECT COUNT(*) as row_count 
FROM raw.sheets;

-- Check a sample of the data
SELECT * 
FROM raw.sheets 
LIMIT 10;

Advanced Patterns

Once you've mastered the basics, use these patterns for production workloads.

Only copy new or updated records since the last sync. Perfect for daily updates.

ingestr ingest \
    --source-uri 'smartsheets://?access_token=abc123def456' \
    --source-table 'public.orders' \
    --dest-uri 'sftp://user:[email protected]:22' \
    --dest-table 'raw.orders' \
    --incremental-strategy merge \
    --incremental-key updated_at \
    --primary-key order_id

How it works: The merge strategy updates existing rows and inserts new ones based on the primary key. Only rows where updated_at has changed will be processed.

Common Use Cases

Ready-to-use commands for typical Smartsheet to SFTP scenarios.

Daily Customer Data Sync

Keep your analytics warehouse updated with the latest customer information every night.

# Add this to your cron job or scheduler
ingestr ingest \
    --source-uri 'smartsheets://?access_token=abc123def456' \
    --source-table 'public.customers' \
    --dest-uri 'sftp://user:[email protected]:22' \
    --dest-table 'analytics.customers' \
    --incremental-strategy merge \
    --incremental-key updated_at \
    --primary-key customer_id

Historical Data Migration

One-time migration of all historical records to your data warehouse.

# One-time full table copy
ingestr ingest \
    --source-uri 'smartsheets://?access_token=abc123def456' \
    --source-table 'public.transactions' \
    --dest-uri 'sftp://user:[email protected]:22' \
    --dest-table 'warehouse.transactions_historical'

Development Environment Sync

Copy production data to your development SFTP instance (with sensitive data excluded).

# Copy sample data to development
ingestr ingest \
    --source-uri 'smartsheets://?access_token=abc123def456' \
    --source-table 'public.products' \
    --dest-uri 'sftp://user:[email protected]:22' \
    --dest-table 'dev.products' \
    --limit 1000  # Only copy 1000 rows for testing

Troubleshooting Guide

Solutions to common issues when migrating from Smartsheet to SFTP.

Connection refused or timeout errors

Check your connection details:

Authentication failures

Common authentication issues:

Schema or data type mismatches

Handling data type differences:

ingestr automatically handles most type conversions

Performance issues with large tables

Optimize large data transfers:

Use incremental loading to process data in chunks
Run migrations during off-peak hours
Split very large tables by date ranges using interval parameters

Ready to scale your data pipeline?

You've learned how to migrate data from Smartsheet to SFTP with ingestr. For production workloads with monitoring, scheduling, and data quality checks, explore Bruin Cloud.

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