How can I transfer Smartsheets reports from one Smartsheet account to another
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?
Answers
-
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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 62.9K Get Help
- 376 Global Discussions
- 207 Industry Talk
- 440 Announcements
- 4.5K Ideas & Feature Requests
- 139 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 284 Events
- 33 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!