Getting Started
Last updated
Last updated
Welcome to SmartBackup docs. SmartBackup is the solution for organizations who want to use the Industry’s leading platform for securing their Smartsheet data. SmartBackup is a comprehensive solution for company-wide deployments, addressing business needs such as data backup and export, business continuity, audit trails, disaster recovery, data migration, and other key scenarios. It is available in a tiered pricing model, based on the number of Smartsheet Members in the organization.
Getting started with SmartBackup is very simple and could be achieved in three easy steps.
Download and install the latest version of SmartBackup, which can be .
For Business Edition and Enterprise Edition, you will need to use a Smartsheet sysAdmin Token to generate a list of all Smartsheet Users automatically.
Run your first Backup or further customize scheduling and other options.
When working with a Backup application like SmartBackup, it's important to be comfortable with the interface and to know how to perform basic tasks. Watch the video below to learn how to navigate the SmartBackup interface and complete your first backup.
There are various reasons for having backups. In climbing, a backup can save your life, but with data, a backup can save your business.
More Smartsheet users means more people are sharing. People are not infallible. They make mistakes, and actually, they make them quite often. There’s no reason to fear this if you take frequent incremental backups.
Regulatory bodies like the IRS do not consider data disasters as valid excuses for non-compliance. This could result in fines and penalties. Therefore, having an offline backup of critical Smartsheet information is crucial to protect your organization in case of data loss.
You are responsible for your Smartsheet data. In the event of a minor or major mishap, having a backup ensures your operations can recover quickly.
As a Smartsheet Admin, you're likely aware that Smartsheet offers a convenient backup capability. However, the challenge arises when you need to recover from those backups and realize that features like automations, column settings, forms, cell formats, and links cannot be restored because the copy is limited and outside the Smartsheet environment. With SmartBackup, recovery is easy-peasy.
Let's take a look at some of the biggest threats to your Smartsheet data.
User Deletion
A collaborator may accidentally delete a shared attachment, or you may delete some rows and then later learn that the data is still required.
Data Overwrites
Smartsheet sheets typically contain large amounts of data that are constantly updated by multiple users. When large data sets are imported, accidental overwriting may become quite common.
Data Corruption
In some cases your data can get corrupted and become inaccessible, and you would be stuck without a robust backup solution in place.
Data migration issues caused by incorrectly mapped fields
If incorrectly mapped fields are imported, the correct data may be overwritten in your sheets.
Third-party application errors
Third-party applications can modify data in ways you didn’t intend. With Smartsheet's wider adoption and inter-operation in the Enterprise, this becomes a major risk.
Data Loss
Data can be lost due to reasons other than malicious intent. Under new data protection rules, data destruction and corruption of personal data are considered forms of data breaches and would require appropriate notifications.
People come to SmartBackup from different backgrounds and with different learning styles. Whether you prefer a more theoretical or a practical approach, we hope you’ll find this section helpful.
Get yourself orientated by watching the intro video:
Familiarize yourself by watching the how-to-use-it video:
Browse the
Sign-up for a free, no obligation 3-day trial of the Enterprise Edition:
Start exploring by reading the various Guides, especially the