Migrating from Smartsheet to FullStory
The main reason teams move from Smartsheet to FullStory is session replay and user behavior analysis. FullStory's approach — best-in-class autocapture technology — captures every click, scroll, and interaction without manual event tagging, enabling retroactive analysis on historical data — suits startup and scaleup teams that have outgrown Smartsheet's model. Here's how to migrate without losing historical context.
At a Glance
- 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
- Best-in-class autocapture technology — captures every click, scroll, and interaction without manual event tagging, enabling retroactive analysis on historical data
- Frustration signals (rage clicks, dead clicks, error clicks) surface UX problems automatically, saving PMs hours of manual session review
- Powerful search and segmentation — find specific user sessions by any combination of events, user properties, or frustration signals in seconds
You leave behind
- −Kanban boards
- −Gantt charts
- −mobile app
Migration Steps
Audit and export your current workspace
Before touching FullStory, 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.
Set up your FullStory workspace
Create your FullStory 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.
Map your workflow equivalents
Find the closest FullStory equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in FullStory. FullStory supports custom fields — recreate your Smartsheet field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
FullStory supports CSV import for tasks and projects and has 20+ native integrations. After importing, rebuild your key automations — FullStory's automation engine can replicate most rules you had in Smartsheet. Start with your most active project rather than importing everything at once.
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.
Run Smartsheet in parallel for two weeks
Keep Smartsheet read-only while your team works primarily in FullStory. 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 FullStory the official home.
Ready to switch?
Read the full FullStory review for pricing, integrations, and team fit details.