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Monday - How to migrate project from Smartsheet

Modified on: Fri, Dec 20 2024 11:21 AM
ISSUE:
  • Smartsheet user wants to migrate a project from Smartsheet to Trello


SOLUTION:

  1. Export Data from Smartsheet

    • Open the desired Smartsheet project or sheet.
    • Navigate to File > Export > Export to Excel.
    • Save the exported file (usually in .xlsx format) to your computer.

  2. Import Data into Monday.com
    • Log in to Monday.com: Open your Monday.com account and select the workspace/board where you want to import the data.
    • Create a New Board: Start a new board or select an existing one where you want to migrate the data.
    • Import the File:
      • Click on Add New or the "+" icon in your Monday.com workspace.
      • Select Import and choose the Excel option.
      • Upload the exported Smartsheet file.

  3. Map Columns
    • Monday.com will prompt you to map the columns in your file to its corresponding board columns (e.g., Task Name, Due Date, Assigned Users, etc.).
    • Adjust and confirm the mappings to ensure your data aligns correctly with Monday.com's structure.

  4. Review and Adjust
    • After importing, review the board to ensure all data was migrated correctly.
    • Update column types as needed (e.g., convert text columns to dropdowns, assign people, set dates).


      Notes:
    • Complex Data: If your Smartsheet includes advanced features like formulas or dependencies, they may not directly migrate and will need to be manually configured in Monday.com.
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