Migration Guide

Wrike to Smartsheet

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

Medium difficultyPT4H6 steps

Quick Answer

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

Overview

Migrating from Wrike to Smartsheet is a common transition in the project management space. This guide covers every step of the process, from exporting your Wrike 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 Wrike 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 Wrike to Smartsheet

1

Export data from Wrike

PT30M

Use Wrike'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 Wrike 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 Wrike.

5

Recreate automations and integrations

PT45M

Review your Wrike 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: Wrike vs Smartsheet

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

Wrike 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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