Including CONTACTS in the Excel import
I have a list of records that I need users to review and update, but they only need to see the records assigned to their user account. But as soon as I import the file into Smartsheet, the column of usernames (contacts) is listed as text, not as CONTACTS (Smartsheet users).
How can I fix this?
I want to use the usernames with a "current user" filter to limit the records to the assigned user.
Best Answer
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The names as they appear in Smartsheet are only shown as names. The emails are stored on the back-end. You will need to either use the email addresses in the import, or you will need to create a reference table that includes all names in one column and their emails in another then use a formula to pull the emails into a contact type column.
Answers
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Does the excel sheet have the emails listed or names?
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Hi @Paul Newcome - I included the names of the users, as they appear in Smartsheet.
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The names as they appear in Smartsheet are only shown as names. The emails are stored on the back-end. You will need to either use the email addresses in the import, or you will need to create a reference table that includes all names in one column and their emails in another then use a formula to pull the emails into a contact type column.
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Great! It actually worked perfectly. Thanks @Paul Newcome 😎
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Happy to help. 👍️
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