Moving Smartsheet Items to New account

Tonna Heyneke

Good day,

I would like to know using the scenario below as reference:

If used my friends account to work on Smartsheet, and now I want to purchase my own Smartsheet account.

Would I be able to transfer the Smartsheet data that i worked on, on my friends account, over to my newly purchased Smartsheet account.

Ps, Its not a license transfer in the same account.

Thanks

Kind Regards

Andrée Starå

Hi Tonna,

Yes, there are ways to transfer it. I'll get back with a resource that explains how.

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

Andrée Starå

More info:

https://help.smartsheet.com/articles/520103-change-the-owner-sheet-report-dashboard

https://help.smartsheet.com/articles/506692-transfer-ownership-of-a-workspace

Tonna Heyneke

Thanks for the feedback, appreciated Andree.

I'm not sure if this completely answers my question though.

Let me explain it like this.

Let's say that you gave me a license on your Smartsheet account to work on.

Now I decided after a while, that I would like to purchase my own Smartsheet account.

I buy a Individual Smartsheet package.

Now I would like to move my work(Smartsheet Items) from your account where I was a licensed user, over to my newly purchased Individual package.

How would you go about moving your Smartsheet Items to a new Individual package?

Kind Regards

Andrée Starå

Happy to help!

In a Workspace, you have to become the owner of the objects before the Workspace can be transferred. Make sense?

You must have access to the account or ask someone who has to help.

There are several ways to do it and the best depends on the specifics.

Are you/would you be using the same email address?

 

Tonna Heyneke

Ok, I am the owner of the objects in "your" Smartsheet account.

I have access to the account.

And yes, I will be using the same email on "my" newly purchased Smartsheet package.

Is it possible?

And if possible, how would I go about transferring the items over to my newly purchased Smartsheet package?

Thanks Andree

 

 

 

 

Andrée Starå

Ok.

Yes, it's possible but you'll need to look at the links I shared earlier and follow the instructions there.

Let me know how it goes or if you need more help!