Migration Guide

Monday.com to Smartsheet

Step-by-step guide to migrate from Monday.com to Smartsheet in 2026. Everything you need for a smooth switch.

Medium difficultyPT4H6 steps

Quick Answer

How to migrate from Monday.com to Smartsheet: Medium difficulty, PT4H, 6 steps. Migrating from Monday.

Overview

Migrating from Monday.com to Smartsheet is a common transition in the project management space. This guide covers every step of the process, from exporting your Monday.com data to getting your team fully productive in Smartsheet. Whether you're switching for better features, pricing, or team fit, a well-planned migration minimizes disruption.

Before You Start

Before starting your migration, audit your Monday.com usage thoroughly. Document active projects, key integrations, custom configurations, and team workflows. Clean up unused data to keep your Smartsheet workspace organized from day one. Notify your team at least a week in advance and designate migration leads for each department.

How to Migrate from Monday.com to Smartsheet

1

Export data from Monday.com

PT30M

Use Monday.com's built-in export tools to download your data. Most platforms offer CSV, JSON, or API-based export options.

2

Set up your Smartsheet account

PT30M

Create your Smartsheet workspace, configure settings, and set up the organizational structure to mirror your current setup.

3

Map features and data fields

PT30M

Review how Monday.com concepts translate to Smartsheet. Document the mapping for custom fields, statuses, and workflows.

4

Import data into Smartsheet

PT45M

Use Smartsheet's import tools, CSV upload, or a third-party migration service to bring your data from Monday.com.

5

Recreate automations and integrations

PT45M

Review your Monday.com automations, integrations, and custom workflows. Rebuild them using Smartsheet's native automation features.

6

Verify data and train your team

PT30M

Check that all critical data transferred correctly. Provide training sessions and documentation to help your team adjust to Smartsheet.

Feature Mapping: Monday.com vs Smartsheet

FeatureMonday.comSmartsheet
ProjectsMonday.com ProjectsSmartsheet Projects
TasksMonday.com TasksSmartsheet Tasks
ViewsMonday.com ViewsSmartsheet Views
AutomationsMonday.com AutomationsSmartsheet Automations
ReportingMonday.com ReportingSmartsheet Reporting

Data Transfer Checklist

Transfers successfully

  • Tasks and subtasks
  • Assignees and due dates
  • Status fields
  • Labels and tags
  • Project structure

Needs manual work

  • Custom automations
  • Plugin data
  • Time tracking history
  • Sprint velocity data

After Migration

After migrating, keep Monday.com accessible for at least 30 days as a reference. Monitor team adoption and gather feedback on the Smartsheet experience. Set up a dedicated help channel for migration questions. Track key productivity metrics to ensure the switch is successful.

Our Verdict

The migration from Monday.com to Smartsheet is manageable with proper planning. The biggest factor in a successful switch is thorough preparation and giving your team adequate time to adjust to the new platform.

Monday.com to Smartsheet Migration FAQ

A typical migration takes 3-5 hours for the technical setup. Larger organizations with extensive data may need additional time. We recommend a 1-2 week transition period for full team adoption.
Most core data can be transferred using export/import tools. However, some platform-specific features like custom automations and plugin data may need to be manually recreated in Smartsheet.
Yes, we recommend running both tools in parallel for 1-2 weeks. This gives your team time to adjust and ensures nothing is missed during the transition.
Both are strong options in the project management space. Smartsheet may offer different strengths depending on your team's needs. We recommend evaluating your specific requirements and taking advantage of any free trial before committing.

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