Migrate from Smartsheet to monday Work Management

Smartsheet Workspaces containing Folders and Sheets map to monday.com Workspaces. We export the workspace hierarchy tree from Smartsheet and recreate it as a monday.com workspace with nested boards. Folder-level grouping in Smartsheet becomes separate boards within the same workspace in monday.com; no direct folder equivalent exists, so organizational logic must be reviewed with the customer during scoping.

Each Smartsheet Sheet is the primary project container and maps directly to a monday.com Board. We preserve the sheet name as the board name, set the board type (Main, Shareable, Subprocess) based on the sheet's sharing settings, and configure the default view (Grid, Board, Timeline, Calendar) during migration. Sheets with complex cross-sheet formulas are flagged for formula adaptation review because monday.com formula syntax differs.

Smartsheet rows map to monday.com items. Row order within the sheet is preserved as item position within the board. Row hierarchy (parent/child indent) migrates as monday.com subitems; subitems are linked to their parent item. Deep nesting beyond one level in Smartsheet requires flattening during migration, which we flag during scoping for customer decision on grouping strategy.

Standard Smartsheet column types map to equivalent monday.com column types with type conversion during import. Text columns become Text columns; Number columns become Numbers columns; Date columns become Date columns; Contact List becomes Person columns; Dropdown becomes Status or Dropdown columns. We flag any Smartsheet column with conditional formatting as requiring a separate status column configuration in monday.com.

Smartsheet predecessor relationships (Finish-to-Start, Start-to-Start, custom lag days) areSmartsheet's native dependency model and map to monday.com's Dependency column which links items. We translate predecessor chains into monday.com dependency links during migration. If the sheet uses a Gantt view, we enable the Timeline view on the monday.com board and configure it to display item start and end dates. Critical Path flagging in Smartsheet does not have a direct monday.com equivalent and is documented for manual configuration.

Smartsheet Baseline columns store snapshot values of planned dates and durations at a project milestone. monday.com does not have a native baseline object. We migrate baseline date values into separate custom Date columns (e.g., Baseline Start, Baseline Finish) and document the baseline comparison as a manual setup step in monday.com or recommend the use of a third-party reporting integration.

Smartsheet formula columns carry over but require syntax adaptation because monday.com uses a different formula expression language. COUNTIF, SUMIF, cross-sheet references, and nested functions are flagged individually during scoping and adapted post-migration. Auto-number columns map to monday.com Auto-Number columns with the same format template. Symbol columns (RAG status, star ratings) map to monday.com Progress or Status columns.

Smartsheet row-level and sheet-level discussions migrate as monday.com Updates attached to items or boards. Discussion threads may flatten because monday.com does not support multi-level reply threads the same way; we preserve the conversation order and author attribution. If the source has @mention notifications, we document them as a rebuild step in monday.com's notification settings.

File attachments on Smartsheet rows and sheets are stored in Smartsheet's attachment system. We export attachment references and file URLs separately, then re-upload files to monday.com items using monday.com's file column or integration with Google Drive/SharePoint. The original Smartsheet-hosted files are not preserved; customers must confirm they have access to the source files before migration.

Smartsheet Reports aggregating data from multiple sheets cap at 50,000 rows. We export report definitions and data, but the aggregation logic must be rebuilt in monday.com using Build Views (Charts, pivot tables) or external BI tools. We deliver a written report inventory listing each source report, its filter criteria, and the recommended monday.com or third-party rebuild approach.

Smartsheet Dashboards with widget-type charts and summary metrics do not migrate as live dashboard widgets. We export the underlying data and widget configuration, then rebuild as monday.com Dashboards (a separate product area) with chart widgets, numeric widgets, and timer widgets. Dashboard layout and widget positioning require manual rebuild by the customer's admin team.

Smartsheet automation rules cannot be exported via API or UI. We document every automation during discovery (trigger, conditions, actions, sheet context) and deliver a written automation inventory with recommended monday.com automation equivalents. The customer rebuilds automations in monday.com's automation builder post-migration; we do not write monday.com automation code inside the migration scope.