Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
- Admin
- Owner
- Viewer
Request a one-time backup
If you're a user on an Enterprise or Business plan, you can request a one-time backup or a recurring backup.
To request a sheet or workspace backup, you need viewer permissions or higher. For recurring workspace backups, you must be the workspace owner or admin.
You can only back up sheets and workspaces. If you're backing up a workspace, the backup email only goes to the workspace owner.
Backups don't include attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, and URLs.
To request a one-time backup
- On the left Navigation Bar, select Browse.
- Right-click the name of a sheet, folder, or workspace and select Request Backup. If a workspace doesn't contain any sheets, Request Backup doesn't appear.
- Follow the instructions on your screen. Be sure to select Include attachments if you want them in your backup.
- Select OK.
After you request a backup, you can download the backup directly from Smartsheet.
Always request daily backups one at a time. If you're on a Business or Enterprise plan, you can schedule recurring weekly backups.