This guide shows how to migrate from Smartsheet to ClickUp<\/a> without stalling projects: export cleanly, map columns to ClickUp Custom Fields, and import into a clear structure.<\/p>\n\n\n\n We\u2019ll also touch on how to rebuild views leaders rely on and add light automations so updates happen on time. By the end, you\u2019ll have one workspace the whole team understands.<\/p>\n\n\n In addition to facing a steep learning curve for automation and reporting, users mention managing multiple tabs to monitor their work.<\/p>\n\n\n\n They also experience a mobile app that lags behind the desktop version and encounter feature gaps that cause them to switch tools frequently.<\/p>\n\n\n\n The result? Work sprawl<\/a>.<\/p>\n\n\n\n People spend 60% of their time<\/a> sharing links, hunting updates, and reconciling project data across apps rather than moving work forward. When that\u2019s the norm, project managers start looking for one place to plan, discuss, and deliver.<\/p>\n\n\n\n ClickUp solves this challenge by being a converged AI workspace<\/a> that combines projects, knowledge, and chat in one platform.<\/p>\n\n\n\n Think of ClickUp as a control center for analyzing all workflows and making quicker decisions without switching between tools or third-party apps. It helps you<\/p>\n\n\n\n <\/p>\n\n\n\n Shift easily with ClickUp\u2019s Project Plan Template for Data Migration<\/a>. A project plan template like this saves time and resources during your migration!<\/p>\n\n\n\n Here are some benefits for your team:<\/p>\n\n\n\n \ud83e\udde0 Fun Fact<\/strong>: Today, over 3 million teams use ClickUp to work faster with centralized knowledge, efficient workflows, and focus-friendly chat that replaces noise with momentum.<\/p>\n\n\n<\/div>\n\n \ud83d\udcd6 Also Read<\/strong>: Best Smartsheet Alternatives & Competitors for Project Management<\/a><\/p>\n\n\n<\/div>\n\n\n Before you move anything, confirm what you have and what you actually need. <\/p>\n\n\n\n A quick audit of your Smartsheet estate prevents surprises mid-import and helps you map like-for-like in ClickUp. Spend an hour here, and you\u2019ll save days later.<\/p>\n\n\n\n \ud83d\udcd6 Also Read<\/strong>: Data Migration Plan Templates For Easy Data Transfer<\/a><\/p>\n\n\n<\/div>\n\n\n Here\u2019s a step-by-step breakdown of how to migrate from Smartsheet to ClickUp and shift from your existing PM software (in seconds).<\/p>\n\n\n\n In the Smartsheet app, you can export any sheet or report to the following formats:<\/p>\n\n\n\n After exporting a sheet or report, your browser saves it on your computer. It stores your exported file in a folder based on your browser settings.<\/p>\n\n\n\n Your export doesn’t include everything. Groupings and summary rows are excluded, and attachments are dropped. To include attachments, you can create a backup of the sheet instead.<\/p>\n\n\n \ud83d\udcd6 Also Read<\/strong>: How to Use Smartsheet for Project Management<\/a><\/p>\n\n\n<\/div>\n\n\n Open your export in Excel or Google Sheets, normalize column names, and decide which items go into Custom Fields (dropdowns, numbers, people) and which go into the task description.<\/p>\n\n\n\n You can then convert formulas to values, split multi-select cells into distinct entries, and ensure consistent date formats for start and due dates. Next, you can replace predecessor formulas with a simple \u201cDepends on\u201d ID list that you can recreate as dependencies after import.<\/p>\n\n\n\n Then, verify assignees match real ClickUp users, and gather attachments and comments you\u2019ll re-add where needed. Finally, trim archived rows so only live project data is moved.<\/p>\n\n\n \ud83d\udceeClickUp Insight:<\/strong> Over 60% of our survey respondents spend more than an hour a day typing, and 36.75% regularly feel discomfort or pain in their hands.Why Teams Move from Smartsheet to ClickUp<\/h2>\n\n\n\n
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\u2b50 Featured Template<\/mark><\/h2>\n\n\n\n
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Pre-Migration Checklist<\/h2>\n\n\n\n
Audit your Smartsheet setup<\/h3>\n\n\n\n
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<\/li>\n\n\n\nStep-by-Step: How to Migrate from Smartsheet to ClickUp<\/h2>\n\n\n\n
Step 1: Export your Smartsheet data<\/h3>\n\n\n\n
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Step 2: Prep your data<\/h3>\n\n\n
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Typing fatigue isn\u2019t just an annoying side effect of the way we work. It\u2019s a productivity killer.\u00a0But it\u2019s easily fixable. ClickUp Brain GPT\u2019s<\/a> Talk-to-Text<\/a> is your shortcut to a healthier workday.
Dictate updates, brainstorm ideas, or meeting notes hands-free, and give your wrists (and your focus) a break.<\/p>\n\n\n\n