Moving Smartsheet Elements from One Account to Another

Matt Galindo

We had a SmartSheet account and our company was acquired. The new company has a Smartsheet account as well. I am a licensed user on both accounts. I would like to move or copy some of the elements (sheets, reports, dashboards, etc...) from the old account to the new account.

I sent this in to Smartsheet and there is an way to merge or move the account into the new accounts, but I would have to establish all of the users on the old account with accounts on the new account. Most of these people will not need their accounts going forward, so I don't want to incur the expense of licensing people who will not use their account.

Bottom line, I'm looking for a way to move Smartsheet elements from one account to another without incurring any expenses.

Any insight or suggestions would be appreciated.

Thanks,

Matt

Ray Lindstrom

@Matt Galindo,

You can share them from one account to another.

Account A shares to Account B.

Account B right-clicks the files/worspaces, and selects "Save as new".

Now Account B has a copy of the files/workspaces.

This can be done at the file, folder, or workspace level.

Hope this helps!

BRgds,

-Ray

Ray Lindstrom

@Matt Galindo,

You can share them from one account to another.

Account A shares to Account B.

Account B right-clicks the files/worspaces, and selects "Save as new".

Now Account B has a copy of the files/workspaces.

This can be done at the file, folder, or workspace level.

Hope this helps!

BRgds,

-Ray

Matt Galindo

This worked perfectly.

Thanks for your help.

Matt

Ray Lindstrom

Hi @Matt Galindo,

No problem. So glad it worked!