Smartsheet to monday.com Migration
- Free 30-minute call
- No obligation
- Reply within 48 hours
Why Teams Move from Smartsheet to monday.com
Smartsheet suits people who think in spreadsheets. Teams usually look at monday.com when they want the same data as boards, timelines and dashboards that the rest of the company also uses, with automations they can set up themselves.
Our Smartsheet vs monday.com comparison goes through the differences.
What Moves, What We Rebuild, What Cannot Move
- 8 move
- 5 we rebuild
- 1 cannot move
| In Smartsheet | In monday.com | Status |
|---|---|---|
| Sheets | Boards | Moves |
| Rows | Items | Moves |
| Parent and child rows | Items and subitems | Moves |
| Contact list columnsMatched by email address in your monday.com account. | People column | Moves |
| Dropdown, checkbox and date columnsSmartsheet's Excel export turns these into text; we set the column types again. | Dropdown, Status, Checkbox and Date columns | Moves |
| Predecessors | Dependency column | Moves |
| CommentsSmartsheet's Excel export puts comments on a separate tab. | Item updates | Moves |
| AttachmentsNot in the Excel export; a sheet backup holds files uploaded to the sheet. Files linked from Google Drive, OneDrive, Box or Dropbox stay links. | Files column | Moves |
| Formulas | Formula columns | We rebuild |
| Automated workflows | monday.com automations | We rebuild |
| Reports and dashboards | Dashboards | We rebuild |
| Forms | monday.com WorkForms | We rebuild |
| Groupings and summary rowsSmartsheet leaves them out of exports. | Groups and column summaries | We rebuild |
| Cell historyAn import can't write monday.com's activity log; it starts on the day of the move. | monday.com activity log | Cannot move |
How the Migration Runs
- 01
Free assessment
Duration: Free
We look at your Smartsheet sheets, item counts, files and automations, and send a fixed quote with the list of what moves, what we rebuild and what cannot move.
- 02
Data map
Duration: Before any data moves
Each part of Smartsheet becomes a monday.com board, group, item or column of the right type. You sign off the map, including what to leave behind.
- 03
Test migration
Duration: On a sample first
We move a sample with its comments and files, and you check it in monday.com.
- 04
Full migration and rebuild
Duration: Dates fixed in your quote
We move everything in scope, link the items, and rebuild your automations, views and forms in monday.com.
- 05
Checks and handover
Duration: Before you switch off Smartsheet
We compare item counts board by board, walk your team through the new boards, and hand the export files over to you.
When Smartsheet Is Still the Right Call
Moving is not always the answer. Stay on Smartsheet, or plan the move carefully, if:
- Your team works mainly in heavy formulas across many sheets and rarely uses boards or timelines. Rebuilding every formula is real work; count them in the assessment first.
- You have a few small sheets with no comments or files you need to keep. A spreadsheet import is enough.
Doing it yourself, compared
The options monday.com gives you, set against a full migration. Each fact comes from the sources below.
| Spreadsheet import (CSV or Excel) | TaskRhino migration | |
|---|---|---|
| Column types | Dropdown, contact, checkbox and symbol columns arrive as text | Set to the matching monday.com column type |
| Hierarchy | Child rows arrive as items | Subitems under their parent |
| Comments and attachments | Not imported (nothing goes into updates) | Comments as updates, uploaded files in a Files column |
| Formulas, workflows and reports | Not moved | Rebuilt in monday.com |
The assessment tells you which of these apply before you commit.
Bases in Airtable as well? See our Airtable to monday.com migration, or all our monday.com data migration services.
Frequently Asked Questions
Can I move Smartsheet to monday.com myself?
monday.com has no built-in Smartsheet import. A sheet exported to Excel can be imported, but dropdown, contact, checkbox and symbol columns arrive as text, child rows arrive as plain items, and attachments are not in the export.
Do comments and attachments move?
Smartsheet's Excel export puts comments on a separate tab and leaves attachments out; a sheet backup holds the files uploaded to the sheet. We copy comments into the item's updates and the files into a Files column. Files linked from cloud drives stay links.
What happens to our automations, views and forms?
No export carries them. We list each one in the assessment and rebuild the ones you still need as monday.com automations, views, forms and dashboards.
What cannot be moved?
Cell history: An import can't write monday.com's activity log; it starts on the day of the move. Everything else in the table above either moves or is rebuilt in monday.com.
How long does it take?
It depends on how many sheets and items you have, how many files, and how much needs rebuilding. The dates are fixed in your quote after the free assessment.
How much does it cost?
It depends on your sheets, item counts, files and automations. The assessment is free and ends with a fixed quote.
Sources
- 01Smartsheet: Export a sheet, report, workspace, or folderExports leave out groupings, summary rows and attachments; comments go to a separate tab; dropdown, contact, checkbox and symbol columns export as text. A sheet backup holds the files uploaded to the sheet, not files linked from cloud drives (Smartsheet: What's in a backup file?).https://help.smartsheet.com/articles/770623-exporting-sheets-reports-from-smartsheetOpen Smartsheet: Export a sheet, report, workspace, or folder in a new tab
- 02monday.com: Import files from ExcelExcel and CSV import: up to 8,000 rows (first 50 columns) into a new board, 10,000 rows into an existing board; first tab only; subitems arrive as items; nothing goes into the Updates section.https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-ExcelOpen monday.com: Import files from Excel in a new tab
Plan Your Smartsheet to monday.com Move
Tell us what you use Smartsheet for today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote.
What happens after you send this
- We read your requirements and reply within 48 hours.
- We talk it through on a free 30-minute call. No obligation.
- You leave with clear next steps, and a personalized quote if you go ahead.
- All our projects are secured by NDA
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