ISSUE:

• Smartsheet user wants to migrate a project from Smartsheet to Trello

SOLUTION:

1. Export Data from Smartsheet

   • Open the relevant Smartsheet project or sheet.
   • Click on File > Export and choose a format (e.g., CSV or Excel).
   • Save the file to your computer.
     
     

2. Prepare Data for Trello

   • Open the exported file and organize it in a way that aligns with Trello's structure (e.g., columns in Smartsheet = lists in Trello).
   • Consider mapping Smartsheet columns to Trello fields, such as:
     • Task Name → Card Title
     • Description → Card Description
     • Due Date → Due Date
     • Assigned Users → Members
       
       

3. Import Data into Trello

   • Use Trello's built-in import tools:
     • Trello does not natively support direct Smartsheet imports, but you can use CSV imports if you are a Trello Premium user.
       
       

4. Manually Create Boards (if necessary)

   • If automation isn't an option, manually create boards, lists, and cards in Trello based on the exported data from Smartsheet.
     
     

5. Test and Validate

   • Review the migrated data in Trello to ensure it accurately reflects the original Smartsheet data.
   • Adjust or add information as needed.