About Smartsheet data backups

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

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 will require rebuilding each Smartsheet item.
• Backup files have a size limit of 4 GB.

If you want a backup copy of your data and you're on a Business or Enterprise plan, you have the following options:

• Request a one-time or weekly recurring backup.
• Request a sheet snapshot from a specific point in time from the sheet's Activity Log. 

Any plan type can:

• Manually export one or more sheets or reports. 

Tips for managing backup data

• Schedule recurring weekly backups. This is for Business and Enterprise plans only.
• Set yourself a reminder to export your data 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'll have a local version with all the widgets and formulas in place, just in case.