How can I transfer Smartsheets reports from one Smartsheet account to another

Sunny Kaul

I have one Smartsheet account with one of my clients. And I have created multiple Workspaces with Sheets and Reports. I want to use those as templates for my other client with a separate Smartsheet account.

These 2 Smartsheet accounts are with different user ID's. I don't want to share permissions. Instead, can I copy these templates from one Smartsheet account to another?

Genevieve P.

Hi @Sunny Kaul

In order to transfer items from one account to another, you will first need to share those items to the other account.

You can either Share the items then transfer ownership (see: Change Ownership of a Sheet, Report, or Dashboard), or, once the items are shared with any permissions, this other account can create copies of your items by using Save as New (see: Copy a Sheet with Save As New).

A final way to transfer the data across, without sharing, would be to Export your source sheets (see: Export a Sheet or Report) then Import them in to this other account as new items (see: Import Files to Create New Sheets). In this case you will need to recreate and formatting or formulas along with any Reports and Dashboards.

Cheers,

Genevieve