CSV import to My Smartsheet contacts
God all might what the hell im doing wrong here? Following the instruction, trying different ways and still same result, this is so stupid!!!
Answers
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Hi Lukasz,
If I remember correctly you’ll need to have the exact column names.
Try renaming the Email Address to Email.
Did that work?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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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Hi,
I have tried that already, and no luck. But the instruction are clear 'Email Address' not Email.
thanks.
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Happy to help!
Where do you see that it should be named, Email Address?
It seems like there is a difference if you want to import to your contacts or if you want to import users.
This is for your contacts.
Before You Begin: Format Your .CSV File
The total number of contacts allowed is unlimited. However, you can import only 1,000 contacts at a time.
If you want to import contacts from Outlook, Hotmail, or AOL, you must first export the contacts to a .csv file. The columns in the .csv file must be named First Name, Last Name, and Email Address, respectively. Exact spelling is important or the list won't import correctly.
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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Here's for users.
Create a CSV with the first name, last name, and email addresses of the users you want to add.
The columns in the .csv file must be named First Name, Last Name, and Email Address, respectively. Exact spelling is important or the list won't import correctly.
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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I can see this here for an example https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan
but as said already I tried with just "email' already and it did not work. I have open a support ticket, this should not be so difficult, not sure why it is!
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Strange!
What I usually do to be sure that it works and what I would recommend trying if you haven't already.
Export the list and then delete everything and use that for the import.
Let me know if that works or what you find out with support.
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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Hi,
thank you for the help but nothing is working. Still awaiting support response.
cheers.
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You're more than welcome!
Hope it gets resolved soon!
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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Same Problem.
In the link mentioned here it saysthe 3 columns with "Email Address"
https://help.smartsheet.com/articles/795920-manage-users-multi-user-plan
Also in the example
In the documentation it mentions email only
https://help.smartsheet.com/articles/2481890-admin-center-bulk-actions-and-more-with-user-management
But its not working. I tried both options
I hope the CSV is ; separated values, because no info is given about the separator
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I had to save everything using google sheets. Only that worked for me. Its basically a crapy functionality that you need to use 'workarounds' to get it working.
cheers.
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