Moving and sharing content between regions in Smartsheet

There are a few scenarios that will 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 the content is hosted. 

Share a U.S. hosted sheet to an EU hosted plan

When you share a U.S. hosted sheet with people on an EU plan, the EU plan users become collaborators on the U.S. plan with the permissions granted by the sheet owner. 

For example, there is a tracking sheet hosted in the U.S. and users who are on EU plans need to update that sheet, they can do so as collaborators. 

This works in both directions;  a user with a sheet on an EU hosted plan can share the sheet to users on U.S. hosted plans. The difference is that all the data is hosted in the EU for this sheet.

Learn more about sharing.

Duplicate a US-hosted sheet for use in an EU hosted plan

Export a U.S. hosted sheet then import that sheet into a EU hosted plan.

You can not export discussions, attachments, comments and some formatting. You must reattach any files to the new EU hosted sheet. You will need to recreate Dashboards, Reports, forms, automation rules in the new instance.  The sheets are not linked; you will need to export new data to capture any changes. 

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

1. Export the sheet to Excel.
2. Log into the EU hosted plan. 
3. Import the data into a new sheet.
4. Rebuild the sheet (or any other object) to replicate the original sheet. 
5. Rebuild the sheet (or any other object) to replicate the original sheet. 

Learn more about exporting data from Smartsheet.

Create a report combining data from multiple regions

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

Data in reports must be hosted in a single region. You will 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. Learn more about Data Shuttle.