Smartsheet Services
Plan and execute your Smartsheet migration with care.
We help organizations move Smartsheet solutions between accounts, organizations or regions, accounting for dependencies and the experience of the people who use them.
What a Migration Involves
A planned move, not a guess.
Migration complexity varies widely. Some assets move cleanly, while others need to be rebuilt or adjusted. That is why every migration starts with an assessment of what you have.
Inventory & Discovery
Identify the workspaces, sheets, reports, dashboards, automations and integrations involved.
Migration Planning
A plan that sequences the move, assigns owners and sets a realistic timeline.
Assets & References
Account for cross-sheet references, formulas, reports and other dependencies.
Testing
Test migrated assets to confirm they work as expected before cutover.
Cutover
Coordinate the move so users know what is changing and when.
Post-Migration Support
Help after the move to resolve issues and answer questions.
Assess Before You Move
Every migration is different. The scope has to be assessed first.
A migration is rarely a simple one-click transfer. Dependencies, integrations, automations and permissions all affect what can move as-is and what needs work.
We assess your environment first, then build a plan that is honest about what will move cleanly, what needs to be rebuilt and what the people using it will experience.
Some features and settings may not carry over and will need to be rebuilt or adjusted.
Cross-sheet references and integrations need special attention.
Users may need to update bookmarks, notifications or access.
Cutover timing should minimize disruption to active work.
The assessment determines the scope, timeline and estimate.
How We Work
A clear, collaborative process.
01
Assess
Inventory the environment and identify dependencies and risks.
02
Plan
Build the migration plan, sequence and communication.
03
Migrate & Test
Move the assets and test that they work as expected.
04
Cut Over & Support
Switch users over and support them after the move.
Related Services
Services that work well together.
Optimization & Health Checks
Clean up, streamline and improve your existing Smartsheet environment.
Integrations & Automation
Connect Smartsheet with NetSuite, Jira, Microsoft and other business systems.
Managed Services & Support
Get ongoing help, enhancements and advisory support as your needs evolve.
Next Step
Plan your migration.
Tell us what you need to move and where. We’ll start by assessing what’s involved.