Create a Backup of Your Smartsheet Data

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

If you want to have another copy of your data, you have two choices:

  • You can request a one-time or recurring backup. Read on to learn more about requesting backups.

    -OR-
  • You can manually export one or more sheets or reports. For information about exporting, see the article on Exporting Sheets & Reports from Smartsheet.

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

 Check out our Support Tips in the Smartsheet Blog:How to Organize Completed Tasks, Don't Delete, Archive Your Sheet


Backup Overview

Who Can Request Backups

You must be a licensed user to request a backup.

How Often Backups Can Be Created

You can create backups for sheets and workspaces as frequently as once every 24 hours.

If you’re on a Team, Business, or Enterprise account, you can schedule weekly recurring backups for your top-level Sheets directory or for any workspace that you own or have Admin rights to.

What a Backup Contains

A backup consists of a ZIP folder containing the following:

  • Excel (.xlsx) files of the data from each sheet that you requested to have backed up. If your sheets contain comments, those will be captured on a separate Comments tab in each Excel workbook.
     
  • A folder containing any images that you included inline in your sheet. (For more information about inline images, see the article Adding Images to Grid View.)
     
  • A folder containing any attachments that were uploaded directly to your sheets from a computer or mobile device (note that attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, or URL are not included in the backup).

Reports and Smartsheet Sights™ cannot be backed up at this time. (You can export a report to save a copy of it. For information about exporting, see the article on Exporting Sheets & Reports from Smartsheet.)

Tips for Using the Backup

Not all formatting will be preserved in the Excel file. So you may need to reapply formatting such as word wrap (the Wrap Text command in Excel).

If your sheet includes hierarchy (indenting or outdenting to create subtasks), the rows will be similarly grouped in outline format in the exported Excel file. Click the + (plus icon) to the left of the row numbers in Excel to expand any collapsed rows to reveal their subtasks.

For more information about using hierarchy in Smartsheet, see Hierarchy: Indenting & Outdenting Rows.


Request a Backup

To request a backup:

  1. Click on the Home tab at the top of the Smartsheet window.
  2. Look in the left sidebar and click on the name of the folder or workspace where the sheet you want to back up is located.

    The subfolders, sheets, reports, and templates it contains will be displayed in the middle of the screen.
     
  3. Right-click on the name of a sheet, folder, or workspace and select Request Backup.

    NOTE: If the folder or workspace doesn't contain any sheets, the option to Request Backup will be unavailable.

    Backup Command 
    The Request Backup form will be displayed.


     
  4. Select whether you’d like to include attachments or receive an email upon completion.

    NOTE: Attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, or URL are not included in the backup.
     
  5. Click OK

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

Back to top


Schedule Weekly Recurring Backups

If you are a licensed user on Team, Business, or Enterprise plan, you can schedule weekly recurring backups on all sheets in your Sheets directory and any workspace that you own or have Admin access to.

These backups provide content in a ZIP file format, with individual sheet data stored in Excel workbook format (comments will be saved to a Comments tab in the workbook).

Once you've enabled them, weekly backups are generated automatically by Smartsheet each week between Saturday and Monday.

To schedule a weekly backup:

    1. Click the Home tab at the top of the Smartsheet window.
    2. Look in the left sidebar and right-click on the name of the folder or workspace you want to back up, then select Schedule Recurring Backup.

      The Schedule Recurring Backup form appears.

      Schedule Backup Form

      NOTE: If the workspace doesn't contain any sheets, the option to Schedule Recurring Backup will be unavailable.
       
    3. Next to Enabled, select ON.
    4. Select the checkboxes if you want to include attachments and if you want to receive an email notification about the backup.

      ​NOTES:
      • If you are backing up a workspace, the email will be sent to the workspace owner only.
      • Attachments from online sources such as Google Drive, OneDrive, Box, Dropbox, Evernote, Egnyte, and URL are not included in the backup.
      • Reports and Sights cannot be backed up at this time.
       
    5. Click OK.

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

    Back to top


    Download Recent Backup Requests

    After requesting a backup, use the instructions below to access it from within Smartsheet:

    1. Click the Home tab at the top of the Smartsheet window.
    2. Look in the left sidebar and right-click on the folder or workspace where a backup was created, then select Request Backup or Schedule Recurring Backup to display the backup form.
    3. Click View Recent Backups.
    4. From the Recent Backup form, select Download Backup to begin the download.

    NOTE: Backups are available for download for up to four weeks following the backup date.

    Back to top