About Smartsheet backups

Applies to

Smartsheet
  • Business
  • Enterprise

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.  

 

Smartsheet operates 100% in the cloud: the sheets you create are stored on Smartsheet servers.

If you want a backup copy of your data, you can:

After you request a backup, you can view and/or download the backup directly from Smartsheet.

Backup best practices

  • Business and Enterprise customers can schedule recurring weekly backups. 
  • You can export your data at any time. Set yourself a reminder to do so at the start or end of every workday.
  • Check with your IT department to find out what backup processes they already have in place.
  • Use File > Save as new to copy your dashboards. That way, you will have a local version with all the widgets and formulas in place, just in case.