All information in this article also applies to the Smarthseet -> MS Planner and Smartsheet -> Planner (basic plans) migration scenarios.
Source System Entities |
Supported |
Target System Entities |
Notes |
Workspaces |
+ |
Microsoft 365 group |
Microsoft 365 groups are created with the source Workspace names if the corresponding Group Creation Mode is selected in the Migration Settings |
Workspace Shares/Collaborators, Owner |
+ |
Microsoft 365 group members |
Source Workspace members (users and groups workspace is shared to) are added as members to target Microsoft 365 groups. Workspace owner is added as group owner. The corresponding users should already exist in the target tenant and be mapped |
Workspace-level Attachments |
- |
|
|
Folders |
- |
|
|
Users |
- |
Users |
Users themselves are not migrated but mapped with the target users. Necessary users should already exist in the target tenant |
Groups |
+ |
Users |
Users from groups workspace/sheet is shared to are added as members to target Microsoft 365 groups. |
Dashboards |
− |
|
|
Resource Views |
− |
|
|
Templates |
− |
|
|
Reports |
− |
|
|
Sheets |
+ |
Project for Web projects and Microsoft 365 groups |
New Project for the Web is created, and corresponding Microsoft 365 groups is created as Public ones. Microsoft 365 groups are created with the source Project names if the corresponding Group Creation Mode is selected in the Migration Settings. |
Sheet Shares/Collaborators, Owner |
+ |
|
Source Sheet members (users and groups sheet is shared to) are added as members to target Microsoft 365 groups. Sheet owner is added as group owner. The corresponding users should already exist in the target tenant and be mapped |
Sheet-level Attachments |
- |
|
|
Columns |
+ |
|
See the list of the supported column types below |
Rows/Tasks |
+ |
|
|
Row Attachments |
+ |
|
|
Row Discussions/Comments |
+ |
|
The comments are merged: 10 source comments will be merged into one target. |
Proofs |
− |
|
|
Subtasks/Row Hierarchy |
- |
|
|
Dependencies |
- |
|
|
Cells and Cell Values |
+ |
|
|
Baselines |
- |
|
|
Supported Source and Target Item Fields
Source Task Fields and Field types |
Supported |
Target Task Fields |
Notes |
|
Default Mapping: Sheet Primary Column and Title Compatible field types: Datetime Created By Modified By Auto-Number Contact List Dropdown (Single Select) Dropdown (Multi Select) Text/Number |
+ |
Task Name |
|
|
Default Mapping: Description/Comments Compatible field types: Datetime Created By Modified By Auto-Number Contact List Dropdown (Single Select) Dropdown (Multi Select) Text/Number |
+ |
Notes |
The comments are merged: 10 source comments will be merged into one target. |
|
Default Mapping: Assigned To Compatible field types: Created By Modified By Contact List |
+ |
Assignments |
|
|
Default Mapping: Start, Start date, Request date, Submit date, Report date, Vacation Start Date, Date requested, First Worked On Compatible field types: Datetime |
+ |
Start Date |
|
|
Default Mapping: Completed Date, Date Completed, Due Date, Date, Publish date, Deadline, Date of event, End date, Finish, Due Date Compatible field types: Datetime |
+ |
Due Date |
|
|
Default Mapping: % Complete, Status, Progress, Overall status, % Done, Perecent Complete, Status, Done Compatible field types: Auto-Number Checkbox Dropdown (Single Select) Text/Number |
+ |
Progress (Percent Complete) |
|
|
Default Mapping: Priority
Compatible field types: Dropdown (Single Select) Text/Number Auto-Number Checkbox |
+ |
Priority |
|
Attachments |
+ |
Attachments |
Only row attachments: row attachments will be migrated to the target corresponding task. |
|
Compatible field types: Dropdown (Single Select) |
+ |
Labels |
Source fields values to Labels can be migrated if the Custom Fields and Attachments token is provided for the Project for the Web connection. |
|
Default Mapping: Conversations |
+ |
Comments |
Only row conversations. |