How to Migrate from Smartsheet to Agiled (2026 Step-by-Step Guide)

Smartsheet is a flexible, powerful work platform built on a spreadsheet/grid model, with strong automation, dashboards, and a track record in large rollouts. So this is not a "switch because it's bad" move. People go to Agiled because Smartsheet is built to manage work in grids, not to run a client business: it has no invoicing or payments, no CRM, no interactive proposals or e-signed contracts, and no branded client portal. Its Pro plan caps at 10 members (and is new-customers-only), while Business adds a 3-member minimum. Smartsheet exports sheets to Excel/CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Smartsheet is still the right call.

Smartsheet is excellent for grid-based work management. Agiled keeps project management and adds CRM, proposals, contracts, time, invoicing, and a branded client portal in one tool. If you are running Smartsheet plus separate CRM, proposal, and billing tools, this guide is for you.

Comparing first? See Agiled vs Smartsheet.

Why teams move off Smartsheet

• No native invoicing or payments. Smartsheet manages work but does not create invoices or collect payments; you connect a separate billing tool.
• No CRM or sales pipeline. There is no contact or deal management to capture and convert leads.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• No branded client portal. Clients do not get a single branded place to approve work, see progress, and pay.
• Spreadsheet-first model. Smartsheet is powerful but grid-centric, and a service business has to assemble billing and delivery around it.

Agiled gives you project management, a CRM, proposals and contracts, invoicing, time tracking, and a client portal.

The honest part: when Smartsheet wins

Smartsheet is a genuinely capable platform: a familiar grid interface, powerful automations, dashboards and reporting, forms, and proven scale for big operations and cross-team workflows. If your core need is flexible spreadsheet-style work management with strong automation and reporting, and CRM, billing, and proposals live in tools you are happy with, Smartsheet is a reasonable choice, especially for large or data-heavy teams. This guide is for service businesses that want projects plus CRM, delivery, and billing in one place.

What exports from Smartsheet

Data in Smartsheet	Can you take it?	How
Sheets / rows	Yes	Export to Excel/CSV
Projects / tasks	Yes	Export to Excel/CSV
Attachments	Yes	Download from rows
Comments / activity	Partial	Export where available
Dashboards / reports	No	Rebuild in Agiled
Automations	No	Rebuild in the workflow builder

The takeaway: sheets, projects, and attachments move via Excel/CSV and downloads, so your work data transfers cleanly. Dashboards and automations are rebuilt in Agiled.

How Smartsheet maps to Agiled

Smartsheet	Agiled equivalent	Notes
Sheets / grids	Projects	Tasks, Kanban, Gantt
Projects / tasks	Projects	Dependencies and timelines
Time tracking	Time tracking	Timer to invoice
(none) CRM	CRM	Contacts, companies, pipeline
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Client portal	Client portal	Branded, custom domain
Automations	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your work (Day 2-5)

1. Export sheets, projects, and tasks from Smartsheet to Excel/CSV.
2. Recreate your project structure in Projects and import tasks.
3. Download attachments and re-upload to the relevant projects.

Phase 3 - Add CRM, delivery, and billing (Day 5-8)

1. Set up your CRM pipeline for leads and clients.
2. Build proposal, contract, and invoice templates in Documents and Finance.
3. Configure time tracking and scheduling, and rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 8-10)

1. Run active projects in Agiled and convert completed work into invoices.
2. Invite active clients to the client portal.
3. Cancel Smartsheet and any separate CRM/billing tools you have replaced.

What it costs after you switch

Smartsheet is per member: a Free plan, Pro at $9/user/month billed annually ($12 monthly, capped at 10 members and available to new customers only), Business at $19/user/month billed annually ($24 monthly, with a 3-member minimum), and Enterprise on custom pricing. On top of Smartsheet, a client business adds CRM, proposal, and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with project management, CRM, proposals, contracts, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the work tool price. Add the CRM, proposal, and billing tools you run alongside Smartsheet before comparing.
• Forgetting the member rules. Pro caps at 10 members and Business has a 3-member minimum, so count seats carefully.
• Recreating everything as grids. Use Agiled's projects, pipeline, and finance instead of porting spreadsheets one-for-one.
• Skipping the Excel/CSV export. Export sheets and projects before cancelling.
• Skipping the end-to-end test.

When you should stay on Smartsheet

• Your core need is flexible, spreadsheet-style work management with strong automation and reporting.
• You run large or data-heavy cross-team workflows that suit the grid model.
• CRM, billing, and proposals live in tools you are happy to keep separate.

If you are juggling Smartsheet plus CRM and billing tools, Agiled consolidates it. See the Agiled vs Smartsheet comparison.

Frequently Asked Questions

Does Smartsheet include invoicing?

No. Smartsheet is a work-management platform and does not create invoices or collect payments natively; you connect a separate billing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

How do I move my Smartsheet data into Agiled?

Export your sheets, projects, and tasks to Excel/CSV, recreate your project structure in Agiled's Projects, and import the tasks. Download your attachments and re-upload them. Dashboards and automations are rebuilt in Agiled.

Is Agiled cheaper than Smartsheet?

Often, yes, once you count the full stack. Smartsheet is $9-19/user/month plus separate CRM, proposal, and billing tools for a client business. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.

Does Smartsheet have a free plan?

Yes, a limited Free plan. The Pro plan ($9/user/month annual) caps at 10 members and is new-customers-only, and Business ($19/user/month annual) has a 3-member minimum. Agiled has a limited free single-user workspace plus paid plans starting at $29/month ($24 annual).

Will I lose data if I leave Smartsheet?

Not if you export first. Export sheets and projects to Excel/CSV and download your attachments before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Smartsheet: full comparison
• Migrate from Wrike to Agiled
• Migrate from Monday.com to Agiled
• Migrate from Asana to Agiled

Ready to start? Create your free Agiled account and import your projects today.