Migrating from Smartsheet to Loom
Smartsheet supports 150+ integrations — 50 more than Loom. If integration breadth is a factor in your switch from Smartsheet to Loom, this guide covers how to reconnect your stack after migrating.
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
- Fastest way to communicate complex ideas asynchronously — record screen + camera in seconds with zero setup
- Loom AI automatically generates titles, summaries, chapters, and action items, saving significant post-recording effort
- Extremely low learning curve — even non-technical stakeholders adopt it instantly, making it ideal for cross-functional PM communication
You leave behind
- −Kanban boards
- −Gantt charts
- −workflow automations
Migration Steps
Audit and export your current workspace
Before touching Loom, 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 Loom workspace
Create your Loom workspace and replicate your project structure using tasks and projects. Loom starts at $12.5/user/mo/user/mo with a free tier available — budget $3.5/user/mo more per user. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Loom equivalent for each Smartsheet feature your team relies on. projects and tasks in Smartsheet maps to tasks and projects in Loom. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Loom supports CSV import for tasks and projects and has 20+ native integrations. For automations that don't have a native equivalent in Loom, 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. Loom 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 Loom. 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 Loom the official home.
Ready to switch?
Read the full Loom review for pricing, integrations, and team fit details.