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Intlexl

Migrate from Smartsheet

From Smartsheet to Intlexl.

Connect with an API key, choose the sheets to bring across, review how each column maps, then import. Hierarchy, predecessors and members come with them.

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What you provide

A Smartsheet API key for an account that can read the sheets you want.

How it works

Four steps, and you approve the last one.

  1. 1

    Connect

    Enter the API key in the import centre. Intlexl confirms which account it resolves to.

  2. 2

    Choose

    Browse your workspaces and folders and tick the sheets to import.

  3. 3

    Map

    See how each column will land, with anything approximate flagged, and the people found on the sheets.

  4. 4

    Import

    Approve the import. A report lists what came across exactly and what needs a look.

What maps to what

Where each part of your data lands.

  • Sheet

    Sheet

    One Smartsheet sheet becomes one Intlexl sheet inside the workspace you choose.

  • Parent and child rows

    Parent and child rows

    The hierarchy is kept.

  • Predecessors

    Dependencies

    Each link keeps its type and its lag in days.

  • Column types

    Column types

    Text, number, currency, percent, date, dropdown, checkbox and contact map to their equivalents; the import report marks any mapping that is approximate.

  • System columns

    System columns

    Auto number, created and modified by and date map exactly.

  • Collaborators and Assigned To

    Members

    People found on the selected sheets are listed for you to bring in.

  • Formulas

    Formulas or values

    Formulas made of functions and literals carry over. Formulas that use column, cell or cross-sheet references arrive as their calculated value and are flagged.

Worth a look

What the import asks you to review.

  • Formulas that reference other columns, cells or sheets are imported as values, then listed so you can rebuild them.
  • Access is set by Intlexl roles and sharing, not copied from Smartsheet permissions.
  • Anything the mapper is not sure of is flagged in the report rather than guessed.

After the import

Put the agents to work.

Point the Status Chaser and Forecasting agents at the imported workspace. Because owners, dates and dependencies are already structured, they have what they need on day one.

Meet the agents

FAQ

Questions people ask.

A Smartsheet API key for an account that can read the sheets you want.

No. Intlexl reads from Smartsheet and writes only to your Intlexl workspace, so you can compare the two side by side before you switch.

The import report flags it rather than guessing. Formulas that reference other cells, columns or sheets arrive as their calculated value and are listed so you can rebuild them, and access is set by Intlexl roles and sharing.

Bring one plan. See it run.

In 30 minutes we set up a workspace like yours and show sheets, Gantt, dashboards, capacity and a PM agent at work.

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