Backup SmartSheet Sheets using PowerAutomate?

Ashley Kallberg

How do you backup sheets on a recurring basis using PowerAutomate?

Isaac A.

Hi @Ashley Kallberg!

After researching the documentation available, I found that there is an existing Connector between Smartsheet and Power Automate. However, since the connector was developed on the Microsoft side, it is supported by them. You can find more information on it here: Microsoft Power Automate.

On the other hand you can schedule weekly recurring backups for sheet data in workspaces where you hold Admin or Owner permissions. Smartsheet generates weekly backups automatically between Saturday and Monday. Follow these steps to set up recurring backups:

1. On the left Navigation Bar, select Open workspace panel.
2. Navigate to the workspace containing the item(s) you want to back up and select the kebab menu at the top right corner of the workspace panel.
3. Select Schedule Recurring Backup. The Schedule Recurring Backup option won’t display if a workspace doesn't contain any sheets. 
4. Follow the instructions on your screen and select the checkboxes to enable recurring backups, include attachments, and receive an email notification about the backup.

I hope this helps!

Cheers,
Isaac.

Ashley Kallberg

I'm not seeing kebab menu?

Isaac A.

Hey @Ashley Kallberg, you can right-click the name of the workspace, and you should see the option to request a backup from there.

It is important to note that any user on the plan can request a singular sheet or workspace backup, but to set up recurring backups for workspaces, you must have Admin or Owner permissions.

Cheers,
Isaac.