Migrating from Smartsheet to Hotjar
The main reason teams move from Smartsheet to Hotjar is heatmap analysis and session replay. Hotjar's approach — extremely fast setup — just add a single javascript snippet and start collecting heatmaps and recordings within minutes — 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
- Extremely fast setup — just add a single JavaScript snippet and start collecting heatmaps and recordings within minutes
- Intuitive, beginner-friendly interface that non-technical PMs, designers, and marketers can use without training
- Combines qualitative (recordings, surveys, feedback) and quantitative (heatmaps, funnels) insights in one platform
You leave behind
- −Kanban boards
- −Gantt charts
- −workflow automations
Migration Steps
Audit and export your current workspace
Before touching Hotjar, 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 Hotjar workspace
Create your Hotjar 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 Hotjar equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in Hotjar. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Hotjar supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Hotjar, Zapier or Make can bridge the gap. 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. Hotjar has a gentle learning curve — most PMs are fully productive within 1–2 days. Focus the session on the UI differences rather than feature training.
Run Smartsheet in parallel for two weeks
Keep Smartsheet read-only while your team works primarily in Hotjar. 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 Hotjar the official home.
Ready to switch?
Read the full Hotjar review for pricing, integrations, and team fit details.