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Smartsheet Backup and Recovery

Moxam
Moxam ✭✭✭

We would like Smartsheet to provide a mechanism to do a full backup and restore of related files. While a step in the right direction is the ability to restore to a previous version of a sheet, we find that in an integrated environment, this would not be sufficient:

We have a single worksheet that drives multiple reports and dashboards.

We have also created many dynamic views that are embedded in dashboards.

Finally we have deployed these to users through Workapps.

In the event of a problem in the source sheet, receiving an excel backup (or saving the sheet with a new name at a point in time) is not a sufficient backup, as the integration to reports, dashboards, dynamic views, and work apps would all need to be reconnected.

We hope Smartsheet can create backups of the environment and allow users to select which items to recover from a point in time backup (e.g. Daily). Ideally users could select which items to restore to ensure integration and links from that point in time were respected (at least within a given workspace).

Thanks for considering this request.

33
33 votes

On Wishlist · Last Updated

Thank you for sharing - we hear you on this problem. We are investigating ways to make it easier to back up your data while preserving critical functionality. If we have updates for you we'll plan to change the status here. In the meantime, please keep voting on this and other ideas.

Comments

  • Agreed! This would be huge and is a major shortcoming. Our sheets use automations, drive reports, dashboards, work apps etc.

    Only offering to zip the sheets is not a robust enough back up.

  • Agreed! We are just starting out with Smartsheet as a business, we are looking to develop more of our internal forms etc in the system but the lack of an automated daily backup is making us think twice about the system. I have read the help guides and can see the 3rd party option, but this really feels like it should be a fundamental part of the system rather than a paid add on.

  • Agreed! This is a huge oversight on Smartsheets part. Being able to restore to previous versions or locking attachments/comments etc is fundamental.

  • Donni
    Donni ✭✭

    Agreed! The backup process needs to be upgraded significantly.

  • When accidentally overwritten, I was not able to revert to a prior version of smartsheet and completely recover my smartsheet. This meant I lost significant functionality in filters, formatting, formulats and dynamic views and information on other connected reports. This created a significant amount of work for me to recreate. I would like to have the ability to completely recover a sheet based on a date/time and have it completely recover the sheet and maintain the integrity of all the connected information, formatting, formulas, filters. etc. A single error created a terrible amount of work here and made me consider doing project plans in Excel where I can completely recover previous versions.

  • Agreed, we need a true backup option! Especially given the glitch that allows rows to be overwritten if two people have a sheet open at the same time, we need to be able to see multiple past versions in order to recover lost data.

  • Barry Bowles
    Barry Bowles ✭✭✭✭

    Smartsheet created a huge problem for most people who develop automations and dashboards and inter-connecting formulas when Smartsheet decided to only provide a data extract as a"backup". The only way I can do a backup in Smartsheet is to make a physical copy of every single sheet, dashboard, report etc (there is no facility to copy/backup automations yet).

    The current backup system is inappropriately named as a "backup" and consitutes no more than doing an excel data export. We need a mirror backup of the entire developed application including every formula, automation, filter, report, dashboard, reminders, cell history logs etc. It is unthinkable that in today's tech environment Smartsheet leaves its users so exposed to critical failure.

    Please STOP calling this a new "feature request" it is a critical business risk and therefore an absolute necessity to provide users with a full backup system and should be considered a system "fault" by Smartsheet.

    I am tired of waiting for this to be fixed ... time to look at the competitors I think.