Request a one-time backup

Capabilities

Who can use this capability

Backups are available on Enterprise and Business plans. 

To request a sheet backup, you need viewer permissions or higher. 

To request a one-time workspace backup, you must have viewer permissions or higher.

To request recurring workspace backups, you must be the workspace owner or admin.  

You can request a one-time backup and/or a recurring backup. Scheduled backups are available for licensed users on Business or Enterprise plans. 

If you are backing up a workspace, the backup email only goes to the workspace owner. The backup does not include attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, and URLs.

  • You cannot back up reports and dashboards, only sheets and workspaces.

Request a one-time backup

  1. On the left Navigation Bar, click Browse.
  2. Right-click on the name of a sheet, folder, or workspace and select Request Backup.If a workspace doesn't contain any sheets, Request Backup does not appear. 
  3. Follow the instructions on your screen.  Be sure to select Include attachments if you want them in your backup. The backup does not include attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, or URL.
  4. Click OK.

After you request a backup, you can download the backup directly from Smartsheet.