Backing Up Your Data

APPLIES TO

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.

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.

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:

Request a one-time or weekly recurring backup.
-or-
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.

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.