Consolidate Smartsheet plans

This article applies only to plans using the legacy model. If you're unsure about your model type, learn how to determine the model your plan is on.

Your options depend on your billing type and the plan you’re on. 

If you pay by invoice for either plan, contact your Account Team.

• Pro or Business plan: You can merge two (or more) plans into one.

• Enterprise plan: You can use these procedures to merge an Individual, Free, Team, Pro, or Business plan into your Enterprise plan if the following is true: 

  • The source plan* is not an Enterprise plan
  • The target plan* is a Business or Enterprise plan

  In all other cases, contact your Account Team.

*In this process, you merge the source plan into your target plan. The target plan becomes the overall consolidated plan.

Before you merge plans 

• The source plan must be a paid, active plan. 
• Ensure you have enough licenses available on your target plan before merging plans. License types don't change after the merge, but you need sufficient to cover the source plan users. 
• Inventory the target capabilities against the source plan and make sure they match. Without parity in capabilities, you may lose critical functions. 
• Confirm that the System Admin for the source plan archived or downloaded any reports or payment information. This information isn’t available after the merge. 

There’s no need to cancel the source plan. It's closed as part of the automated consolidation process. 

Send a consolidation request

1. Sign in to Admin Center for the target plan and select the Menu icon in the top left corner.
2. Navigate to Users and Groups > User Roles and Reports.
3. Select Add User. Enter the details for the source plan's System Admin, including the email address.
4. Select Invite.
5. When you're ready, select Continue to send the invite to the source plan's System Admin. 

You can't consolidate a Business plan into a Pro plan.

Accept a consolidation request

1. Back up any critical data and download any payment information.
2. Check your email for an account invitation. Select Join Now.

You can't undo a consolidation request.

If the target plan has enough licenses, the consolidation completes when the source System Admin accepts the invitation. 

If the target plan needs more licenses, the System Admin receives a prompt notifying that they need to acquire more licenses. The consolidation is completed when the target plan has enough licenses to accommodate the source plan's users. 

After consolidation

• All active users (licensed and unlicensed) appear in the target plan's user base. 
• Users from the source plan may see a welcome screen the first time they log into the consolidated plan. 
• System Admin permissions don't transfer. The target plan System Admin has to grant new permissions after the consolidation. 

• Declined or pending user invitations on the source plan are deleted.

  Legacy Resource Management views don't automatically reflect the combined user base. Open the associated sheets and save them; the views update accordingly. 

Capabilities and plans requiring additional support

If the source plan has any of the add-ons below, you need assistance migrating existing workflows. Contact your account executive, customer success manager, or support for assistance. 

• Connector-based workflows:
  • Jira Connector
  • Salesforce Connector
  • Microsoft Dynamics 365 Connector
  • ServiceNow Connector
  • Dynamic View
• Resource Management by Smartsheet, using the Resource Management panel for Smartsheet Integration and/or sign-in with Smartsheet for Resource Management authentication option.
• WorkApps
• DataTable by Smartsheet
• Data Egress
• Data Classification
• CMEK
• Event Reporting