Migration Guide

Smartsheet to Wrike

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

Medium difficultyPT4H6 steps

Quick Answer

How to migrate from Smartsheet to Wrike: Medium difficulty, PT4H, 6 steps. Migrating from Smartsheet to Wrike is a common transition in the project management space.

Overview

Migrating from Smartsheet to Wrike 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 Wrike. 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 Wrike 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 Wrike

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 Wrike account

PT30M

Create your Wrike 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 Wrike. Document the mapping for custom fields, statuses, and workflows.

4

Import data into Wrike

PT45M

Use Wrike'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 Wrike'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 Wrike.

Feature Mapping: Smartsheet vs Wrike

FeatureSmartsheetWrike
ProjectsSmartsheet ProjectsWrike Projects
TasksSmartsheet TasksWrike Tasks
ViewsSmartsheet ViewsWrike Views
AutomationsSmartsheet AutomationsWrike Automations
ReportingSmartsheet ReportingWrike 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 Wrike 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 Wrike 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 Wrike 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 Wrike.
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. Wrike 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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