ToolStack
Migration Guide

Migrating from Smartsheet to Amplitude

The main reason teams move from Smartsheet to Amplitude is product analytics and user behavior analysis. Amplitude's approach — best-in-class behavioral analytics with powerful event segmentation, funnel analysis, and retention charts that go far deeper than google analytics — suits startup and scaleup teams that have outgrown Smartsheet's model. Here's how to migrate without losing historical context.

At a Glance

Smartsheet
4.4/5 · 21,000 G2 reviews
  • Spreadsheet-familiar interface makes adoption easy for teams transitioning from Excel — minimal training needed for basic use
  • Extremely powerful Gantt chart and dependency tracking capabilities, ideal for traditional project management and waterfall methodologies
  • Robust automation engine with conditional logic, approval workflows, and automated notifications that scale across the organization
Amplitude
4.5/5 · 2,100 G2 reviews
  • Best-in-class behavioral analytics with powerful event segmentation, funnel analysis, and retention charts that go far deeper than Google Analytics
  • Generous free Starter plan with up to 50,000 MTUs — enough for many early-stage startups to use without paying
  • AI-powered natural language querying (Ask Amplitude) enables non-technical PMs and stakeholders to get insights without writing queries
Full side-by-side comparison: Smartsheet vs Amplitude

You leave behind

  • Kanban boards
  • Gantt charts
  • mobile app

Migration Steps

1

Audit and export your current workspace

Before touching Amplitude, document what lives in Smartsheet: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.

2

Set up your Amplitude workspace

Create your Amplitude workspace and replicate your project structure using tasks and projects. Start with the free tier — it covers the core workflow before you commit to a paid plan. Run with a single pilot team before migrating everyone.

3

Map your workflow equivalents

Find the closest Amplitude equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in Amplitude. Amplitude supports custom fields — recreate your Smartsheet field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.

4

Import your data

Amplitude supports CSV import for tasks and projects and has 35+ native integrations. After importing, rebuild your key automations — Amplitude's automation engine can replicate most rules you had in Smartsheet. Start with your most active project rather than importing everything at once.

5

Onboard your team

Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.

6

Run Smartsheet in parallel for two weeks

Keep Smartsheet read-only while your team works primarily in Amplitude. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Smartsheet, archive the workspace and make Amplitude the official home.

Ready to switch?

Read the full Amplitude review for pricing, integrations, and team fit details.

Read Amplitude Review →Compare Smartsheet vs Amplitude