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.

ISSUE: Staff requesting user license and access to Monday.com NOTES: As of 05/02/2025, Monday.com is being piloted All SmartSheet users are being asked to leave SmartSheet and move to Monday.com Only the following staff are approved for migration into Monday.com at this time: ablakewell@ksmcpa.com ashonkwiler@ksmcpa.com azervas@ksmcpa.com bblackwell@ksmcpa.com bsuper@ksmcpa.com cadecker@ksmcpa.com dhennington@ksmcpa.com jessi.cooper@ksmcpa.com jgeng@ksmcpa.com jlartz@ksmcpa.com jlmoore@ksmcpa.com jpillischafske@ksmcpa.com kdunn@ksmcpa.com khammer@ksmcpa.com khill@ksmcpa.com kriemen@ksmcpa.com lvioli@ksmcpa.com mschmeer@ksmcpa.com mwill@ksmcpa.com rclark@ksmcpa.com relpers@ksmcpa.com siglehart@ksmcpa.com smcconnell@ksmcpa.com ssteele@ksmcpa.com swebber@ksmcpa.com twormmeester@ksmcpa.com zlepperd@ksmcpa.com RESOLUTION: Navigate to Monday.com Login with SSO creds Select the Invtie Members icon Enter the user's email in the invite with email field Select Invite Once the staff accepts the invite, they will have access