Move and share content between regions in Smartsheet

There are a few scenarios that help you collaborate with your team when you’re in different regions.

While it’s not possible to migrate content between regions in Smartsheet, there are ways to manage and share content regardless of where it lives. 

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Check your company’s data governance policies or with your Data Privacy officer before you move data between regions.

Share a sheet with a different region plan

When you share a US-hosted sheet with people on an EU-hosted or AU-hosted instance, the region-specific instance users become collaborators on the US plan with the permissions granted by the sheet owner.

For example, if a tracking sheet hosted in the US needs updates from users on EU or AU instances, they can update it as collaborators.

This works in both directions; a user with a sheet on an EU-hosted instance can share it with users on US-hosted and AU-hosted instances. The difference is that all the data for this sheet stays in the EU.

Duplicate a sheet for use in a different region plan

To export a US-hosted sheet and import it into an EU-hosted or AU-hosted instance.

  1. Export the sheet to Excel.
  2. Log in to the Smartsheet Regions EU or Smartsheet Regions AU instance.
  3. Import the data into a new sheet.
  4. Rebuild the sheet (or any other item) to replicate the original sheet.

This works in multiple directions across the three region instances: US, AU, and EU. 

Consider the following

  • You can't export discussions, attachments, comments, or some formatting. 

  • You must reattach any files to the new EU-hosted or AU-hosted sheet. 

  • You also need to recreate dashboards, reports, forms, and automation rules in the new instance. 

  • The sheets aren't linked; you need to export new data to capture any changes.

Create a report combining data from multiple regions

Data in reports must be hosted in a single region. You need to export the data from one region and import it into the region where you want to create the report.

Data Shuttle can help with regular updates.