Migration Guide

Smartsheet to Monday.com

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

Medium difficultyPT4H6 steps

Quick Answer

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

Overview

Migrating from Smartsheet to Monday.com is a common transition in the project management space. This guide covers every step of the process, from exporting your Smartsheet data to getting your team fully productive in Monday.com. 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 Smartsheet usage thoroughly. Document active projects, key integrations, custom configurations, and team workflows. Clean up unused data to keep your Monday.com 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 Smartsheet to Monday.com

1

Export data from Smartsheet

PT30M

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

2

Set up your Monday.com account

PT30M

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

3

Map features and data fields

PT30M

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

4

Import data into Monday.com

PT45M

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

5

Recreate automations and integrations

PT45M

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

Feature Mapping: Smartsheet vs Monday.com

FeatureSmartsheetMonday.com
ProjectsSmartsheet ProjectsMonday.com Projects
TasksSmartsheet TasksMonday.com Tasks
ViewsSmartsheet ViewsMonday.com Views
AutomationsSmartsheet AutomationsMonday.com Automations
ReportingSmartsheet ReportingMonday.com 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 Smartsheet accessible for at least 30 days as a reference. Monitor team adoption and gather feedback on the Monday.com 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 Smartsheet to Monday.com 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.

Smartsheet to Monday.com 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 Monday.com.
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. Monday.com 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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