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

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

  • Doesn’t Smartsheet offer backup functionality already?

    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.

  • Do I have to configure backups at workspace level?

    You can, but you can also backup folders or individual sheets.

  • Where does Smarter Backup store my backups?

    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.

  • I have fast changing data, how often can I back it up?

    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.

  • What about the 100 item copy limit, how do we get around that?

    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.

  • Smartsheet provides an export of my data, can Smarter Backup do that?

    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