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How to Backup Smartsheet Data and Files (Step-by-Step)

September 25, 2023 1.2K views

Smartsheet has long been a trusted companion in modern project management and collaborative work, providing teams with a dynamic platform to efficiently plan, track, automate, and report on their processes. However, as the digital landscape continually evolves, questions arise about the enduring relevance of Smartsheet and whether it remains the optimal choice. In this article, we embark on a comprehensive journey, offering step-by-step instructions on Smartsheet data backup.

Part 1: How to Backup Smartsheet Data and Files

Here's a brief step-by-step tutorial on how to backup Smartsheet data and files:

  • Step 1: Navigate to your Smartsheet Home tab. You can do this by logging into your Smartsheet account and accessing the dashboard.

  • Step 2: Once on the Home tab, locate the sheet, folder, or workspace you want to backup. Right-click on the chosen item.

  • Step 3: In the context menu that appears after right-clicking, select "Request Backup." This action will initiate the backup process for the selected sheet, folder, or workspace.

Note:

  • During the backup request, you can include attachments if your data consists of any. This can be particularly useful if your sheets contain essential files.

  • You can also receive an email notification when the backup is complete, ensuring you are informed and can access your backup promptly.

  • For Team and Enterprise customers, there's an additional feature. You can schedule recurring backups by right-clicking on the item again and selecting "Schedule Recurring Backup." This automated option is precious for maintaining up-to-date backups of your critical data.

Part 2. Using SmartBackup to Back up Smartsheets

SmartBackup is a specialized tool designed to enhance and simplify backing up your Smartsheet data. It provides users a dedicated solution for efficiently safeguarding their valuable Smartsheet sheets, folders, and workspaces, offering additional features and flexibility beyond the native Smartsheet backup options. SmartBackup is trusted by businesses and organizations to ensure data security and business continuity.

Downloading SmartBackup:

Here's a brief guide on how to download SmartBackup:

1. Visit the official SmartBackup page on the Smartsheet Marketplace by going to https://www.smartsheet.com/marketplace/apps/smartbackup-smartsheet. And click on the "Try the Free Edition today."

2. To download SmartBackup, click "Get Started."

3. Choose the plan and click "Download Now" or "Subscribe Now". This will initiate the download or setup process.

4. Follow the on-screen instructions to complete the download and installation of SmartBackup. Be sure to review any system requirements to ensure your system is compatible.

Part 3. Best Alternative to Smartsheet - WPS Office

WPS Office is a modernized and powerful suite of office tools that includes applications for word processing, spreadsheet management, and presentations. It offers a comprehensive set of features and capabilities, making it a versatile alternative to traditional office software. One standout feature of WPS Office is its automatic file backup functionality, ensuring the security of your documents and data.

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Advantages of WPS Office:

WPS Office boasts several key advantages:

  1. Free Download and Usage: WPS Office provides free access to essential office tools such as Word, Excel, and PowerPoint alternatives, making it cost-effective for individuals and businesses.

  2. Powerful PDF Toolkit: It offers a robust set of tools for working with PDF documents, including editing, conversion, and creation, streamlining your PDF-related tasks.

  3. Rich Template Store: WPS Office features an extensive library of templates, helping users create professional documents with ease and efficiency.

  4. Rich Functions: The software offers advanced functionality comparable to industry standards, ensuring you have all the tools you need for effective document management and collaboration.

  5. Lightweight: WPS Office is known for its lightweight nature, which means it runs smoothly on various devices without consuming excessive system resources.

My Experience:

Having used WPS Office extensively, I can attest to its versatility and user-friendly interface. It's particularly advantageous for users who require a free, comprehensive office suite with advanced PDF capabilities. Compared to Smartsheet, WPS Office offers a more traditional office toolset, making it ideal for individuals and businesses looking for a familiar, full-featured alternative. Its lightweight design ensures smooth performance, even on older hardware. Overall, WPS Office is a solid choice for anyone seeking a modernized, powerful office tool suite that can cater to a wide range of document and productivity needs.

FAQs

1. Can I backup Smartsheet attachments and comments?

Yes, a comprehensive backup strategy should include attachments and comments, as they often contain valuable context and information.

2. Can I rely on Smartsheet's native backup features?

Smartsheet offers basic backup capabilities, but for enhanced automation, reliability, and advanced features, third-party backup solutions are recommended.

3. How often should I perform a backup of my Smartsheet data?

The frequency of your backups depends on your data's criticality and how frequently it changes. Regular backups, especially before significant updates or changes, are recommended to ensure data integrity.

Conclusion: Backup Smartsheet Data and Files

In conclusion, this article has provided valuable insights into the crucial process of backing up your Smartsheet data, ensuring its security and accessibility. We began by addressing the challenges users face when seeking to protect their valuable Smartsheet files and explored the option of native Smartsheet backup features.

While Smartsheet offers basic backup capabilities, we emphasized the need for enhanced automation and reliability, leading us to introduce an excellent alternative—WPS Office. WPS Office stands out as a modern and robust office tool suite that offers a wide range of powerful features and includes an automatic file backup feature, assuring the safety of your documents.

15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.