Bulk upload contacts on Smartsheet
Hi,
I have about 200 contacts in an excel spreadsheet that I would like to import to Smartsheets. So basically add them as a Smartsheet user and to the relevant groups. Is there a quick way to do it? Currently my excel spreadsheet has two columns - full name and email address. Kindly assist!
Answers
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Hi Sahil,
Have a look here.
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hey. Thanks for the prompt response. I actually had reviewed this article but it didn’t really help which is why I asked the question. When I try to import my excel spreadsheet into Smartsheet I get an error message saying it’s not compatible.
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Happy to help!
Export from Smartsheet first and then use that for the import.
Did it work?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Not really. I am not sure what you are asking me to do exactly. I have an excel spreadsheet with two columns - full name and email address. Can you please provide me with the steps to bulk upload to Smartsheets?
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Here's a guide!
The first picture shows you how to download a file that is formatted correctly that you'd use to import the users.
Second screenshot is where you upload the CSV file that you've set up now.
I hope that helps!
Did it work now?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@sahilhq, I see the pictures got cut a little strange. Let me know if it's not clear!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå I downloaded the user list and see attached the format it came in. Do I now need to replace the existing downloaded data with the new contact list, i.e. populate the name and email column? How about the other columns? Am I required to populate them as well or can I just delete them? Sorry for bombarding you with questions!!
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@sahilhq, No worries!
Delete the names that are there and add the new ones and fill in the rest as False if you don't want the feature to be active and True for the features that you want to be active.
Make sense?
Have a look here for more details.
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Once you export all of your Outlook contacts into a .csv file, you can bulk upload them into your Smartsheet Contacts by following these steps HERE.
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