Request a one-time data backup

You can create one-time backups for sheet, folder, and workspace data as frequently as once every 24 hours.

 

 

Who can use this?

Plans:

  • Business
  • Enterprise

To request a sheet or one-time workspace backup, you need Viewer permissions or higher. For recurring workspace backups, you must hold Owner or Admin permissions.

Backup contents

  • Backups include sheet data, comments, and attachments.
  • Backups don’t include reports, dashboards, formulas, workflows, cross-sheet references, formatting information, or custom configurations.
  • Workspace backups include sheet data from the workspace, not its structure. Backups keep your data secure. However, restoring your solution requires rebuilding each Smartsheet item.
  • Backup files have a size limit of 4 GB.

Request a one-time backup from the workspace panel

Daily backups must be requested one at a time. 

  1. From Home > Workspaces tab or from your Favorites or Recents, find the workspace you want to run the backup for.
  2. Select the workspace. This opens the workspace panel on the left.
    • To back up the entire workspace, select the three-dot menu in the top-right corner of the workspace panel. 
    • To back up a specific item (sheet or folder) within the workspace, select the three-dot menu to the right of the item.
  3. Select Back up now. The Back up now option won’t display if a workspace contains no sheets.
Backup now option
  1. Follow the instructions on your screen. Be sure to select Include attachments if you want them in your backup, and Send me an email when backup is completed to get a confirmation message once the file is ready. Only Owners can receive emails for workspace one-time backups.

The backup doesn’t include attachments from online sources, such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, or URL.

  1. Select OK.

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

You can also schedule recurring weekly backups for a workspace if you're on a Business or Enterprise plan. 

Request a one-time backup from Browse

You can also request a one-time backup from Browse:

  1. On the left navigation bar, select Browse.
  2. Right-click the name of a sheet, folder, or workspace and select Request Backup... 
  3. Follow the instructions on your screen. Be sure to select Include attachments if you want them in your backup.
  4. Select OK