Index and Match for Contacts

hdierkers

I am trying to auto populate contact information into a column (that has contact properties) on a sheet that is separate to the metadata sheet (that is using text/number properties). When I use a cross-reference formula from the metadata to the sheet that I want to auto populate, the contact information does not copy (it shows up as text); the only way I've found that the link is made correctly as a contact is if I do a direct cell link, but is there a formula to auto populate remaining cells in the column?

Here is my formula: =INDEX({Ad Hoc DQ Metadata Project Sum Data}, MATCH("Lead TE(s)", {Ad Hoc DQ Metadata Sum - Metadata}, 0)) and it populates the new sheet with text, even though the column that I am trying to copy in is a contact cell.

Paul Newcome

Are both set as contact type columns?

hdierkers

@Paul Newcome - the source sheet is not a contact column because it is linked to the intake sheet. I am trying to take the text (that is name and email), and copy it into a cell that should be a contact.

Paul Newcome

Are you using Control Center?

Andrée Starå

https://community.smartsheet.com/discussion/comment/393247#Comment_393247

Hi,

I hope you're well and safe!

Why isn't it a Contact Column? If it was, you could connect it to another contact column and then reference that in the column you're using now.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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