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:
-
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.
-
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.
-
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.
-
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.