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How to Export Smartsheet Projects to Excel

Updated on:
May 12, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to download your Smartsheet project data into an Excel file.

Quick summary

You can export a Smartsheet project to Excel in just four clicks using the built-in File menu. This guide walks you through each step to download your sheet as a Microsoft Excel file quickly and without data loss.


Steps

  1. Inside your Smartsheet project, go to the top menu bar and click File.
  2. From the dropdown, select Export to open the export options.
  3. Choose Export to Microsoft Excel to select the Excel format.
  4. Click Export one more time to confirm and trigger the download.
  5. Your Smartsheet project is now successfully exported to Excel and ready to use.

📌 Why this matters

Exporting Smartsheet projects to Microsoft Excel gives teams the flexibility to share project data with stakeholders who don't use Smartsheet, perform advanced offline analysis, and maintain Excel-based reporting workflows. This built-in export feature ensures that all your task, timeline, and resource data transfers cleanly into a structured spreadsheet with just a few clicks. For project managers who rely on both Smartsheet and Excel, this capability eliminates manual data re-entry and reduces the risk of version errors. It is an essential workflow for any organization bridging cloud-based project management with traditional spreadsheet tools.
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