Project Migrator allows migrating data from Smartsheet to Planner.
Please note: All information in this article also applies to the Smartsheet -> Planner (basic plans) migration scenario.
In this article, we will review the basic information about the Smartsheet -> Planner scenario and the steps you need to take to configure and run the migration process successfully.
This migration scenario enables organizations to publish project plans from Smartsheet to Planner so team members can work on assigned tasks, report progress, and updates.
There are four main steps you need to perform to launch the migration process:
- Step1: Connect to source and target systems. On this step, you need to establish a connection between the source Smartsheet environment and the target Planner environment.
- Step 2: Select source data. Project Migrator allows selecting all data at once or only the needed items.
- Step 3. Object mapping. Project Migrator provides a user-friendly, built-in data mapping interface, where you can review what data from the Smartsheet environment goes to which fields in the target Planner environment.
- Step 4: Launching the migration process.
All these steps are described in detail in the Smartsheet -> Planner scenario migration steps article.
Also, please review the known limitations of the data migration article.