Backing Up Your Data

APPLIES TO

  • Smartsheet
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED 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.  

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

There are a few different ways to back up your data in Smartsheet. Review the options in this section.

Follow these steps to set a backup.

About Smartsheet backups

APPLIES TO

  • Smartsheet
  • Business
  • Enterprise

For more information about plan types and included capabilities, see the Smartsheet Plans page.

RELATED 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.  

 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

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

If you want a backup copy of your data and you're on a Business or Enterprise plan, you can:

Any plan type can:

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.