Contact List Dropdown - Adding multiple contacts to the list at once
Is there a way to import contacts into a contact list column in a specific sheet? I know you can import a list of contacts to the SS account but I have 2,000+ contacts that need to be added as a dropdown in a specific sheet (a contact list column). I'm assuming there is no direct way to import the list into that specific column or I would have found the answer by googling. Any good workarounds?
I did find that if I copy/paste the emails into a text column and then convert the column to a contact list, then it adds the emails to my contact list in that column as desired. The only issue is that when I do it that way, the contacts only have emails but not the names. Is there ANY way to automatically add multiple contacts (emails AND names) to a contact list dropdown without having to type them out one by one? I certainly don't want to type in over 2,000 names and emails one by one.
Thanks!
Answers
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Have you tried copy/pasting the names directly into the column properties?
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Yes, you cannot copy paste in it, see my screenshot. You have to enter the values in the "values" section
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Ah. Ok. What about using the names instead of the emails with the copy/paste into a text column then converting to a contact column?
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I can do that but then I won't have the emails. The problem is I need both.
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Oh. I wasn't sure if doing it that way would convert them to contacts or not. I don't use contact type columns very often, so at this point I am just trying to see what has and has not been tested. Sorry about that.
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@Melisa Dannhauser I just asked this very question (I clearly did not search hard enough for an answer here as I did not find your question until about 5 hours after posting mine) Did you ever find a solution because I am in the same boat with over 1700 names/emails to enter and going one by one is not happening. So silly that we can't paste a list of contacts.
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Same issue - any solutions?
If you have multiple contact columns, for eg: Raised by, Owner, Assigned to
You should not have to create a new contacts drop down individually for each column one contact at a time??!!
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Paul M,
I don't think there's a perfect solution. I ended up using the workaround that I mentioned in my original post. Copying the contact list into a text column, then converting that column into a contact column. That populates it but only the email portion. The names still have to be added one by one.
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I was able to do it by:
- added all my contacts in bulk
- change the column to a single select drop down
- add all the emails and click OK
- Then convert it back to contacts. Then they all appeared in the list.
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I find this to be a problem, too. My workaround is a master sheet with people's names in one column and their addresses in another.
Then when I build sheets, I have one column with a dropdown list with the names of the people, and a column with the formula below that references my master contact sheet:
=VLOOKUP(this is my ref column, {master contact sheet reference Range 1}, 2, false)
I then hide that column but I use that to reference any automation. That way I can see the people's names and the emails still get to them. Not the best solution, but it works at some level.
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I have just submitted this as a feature request. Hope others will do the same so this gets prioritized.
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I got it to work using the following workaround turned my column into a drop down, pasting my list of emails there, and then converting it to a contact list.
Use the following format for your copy paste
FirstName LastName<email.domain.com>,
It will list the names in a dropdown for contacts on a form.
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I just tried the same as J Adrian and succeeded, with one minor tweak: adding an extra space after LastName. So I used a Dropdown Single Select list of values in the format:
FirstName LastName <email.domain.com>
And then changed that Dropdown Single Select column to a Contact List (populated with both names and email addresses)
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I have tried the solutions above. On some sheets it works, while on other sheets, it is not working.
I am spending about as much time fiddling around with smartsheet as I would if I just wrote the the app on our portal system.
In the back of my mind I am continually reminded that since I can not reference a list of contacts, I will have to repeat this fiddling activity on every form I use that references contacts.
It is kind of like digging a whole and wondering the whole time when it will get too deep to crawl out of.
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I found a solution by combining the above. It helps that I am the company admin, so I ran a report that gave me all the names in excel format, then I applied the Contact/drop down technique mentioned above. Also with the excel sheet you can filter out those who are not needed.
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