Smarter Backup
Scheduled, automated Backups for Smartsheet
Backups stay in Smartsheet for easy access
Backup Smartsheet sheets, including data, forms, automations and conditional formatting
Backup Smartsheet reports
Backup Smartsheet dashboards
Centralised management and simple configuration
Check out our Smarter Backup demo video
Core benefits
Peace of Mind
Protects your most valuable asset, your Data, from accidental deletion. Protects non-data assets too like forms, reports and dashboards.
Fast restoration of function
Rebuild critical work systems if the worst should happen. Get back up and running without having to rebuild from scratch.
Easy Customisation
Set your own schedule and number of copies to provide the best protection for your data
Example use cases
You have a workspace for a live project with fast changing data
Schedule a daily (or even twice daily!) backup at workspace level and keep as many copies as you wish.
You want to backup a single folder in a large workspace
Set up a backup job for this folder and save the backup copies in a workspace or folder of your choice.
You need to backup a large workspace with over 100 items
If this workspace has multiple folders with less than 100 items each, set up a backup job for each folder.
Frequently Asked Questions
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Yes, but… Smartsheet’s backup offers a weekly download of exported data, or an on-demand snapshot of data at a point in time. This doesn’t protect non data assets like workflows, forms, conditional formatting, reports or dashboards. By keeping backups inside your Smartsheet environment, Smarter Backup protects all of these and on your own schedule.
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You can, but you can also backup folders or individual sheets.
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Smarter Backup works in the same way as a ‘right click / save as new’ operation and uses a naming convention (zz_Backup…) to make sure backups are easily available but kept out of the way at the bottom of your Smartsheet browser.
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You can schedule your backup jobs as often as twice daily for fast paced environments but you can also choose from daily, weekly, monthly and even yearly jobs.
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Smartsheet’s 100 item copy limit is hard-wired so we can’t get around that directly. This means that larger workspaces may need to be split into smaller jobs, or we might recommend more aggressive archiving to reduce workspace sizes. We will always discuss your specific environment before you buy.
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Absolutely. By enabling a single option, Smarter Backup will export your sheets and reports to a selection of file types including CSV, Excel and XML. These files are stored in a Zip file in the correct folder structure and attached to the Smarter Backup admin sheet.
How does Smarter Backup make Smartsheet even Smarter?
Smartsheet already offers a number of backup and data protection features, here’s a few reasons why you need Smarter Backup’s enhanced protection:
What can I backup?
Smarter Backup => Sheets (including structure, formatting, forms and automations), Reports and Dashboards
Smartsheet => Sheet data
How often can I run scheduled backups?
Smarter Backup => Choose your own schedule
Smartsheet => Weekly
How easy is it to configure?
Smarter Backup => All backup jobs are configured in one place
Smartsheet => Scheduled backups must be set up on each Workspace