Including CONTACTS in the Excel import

Bernie@Arysta

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.

Paul Newcome

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.

Paul Newcome

Does the excel sheet have the emails listed or names?

Bernie@Arysta

Hi @Paul Newcome - I included the names of the users, as they appear in Smartsheet.

Paul Newcome

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.

Bernie@Arysta

Great! It actually worked perfectly. Thanks @Paul Newcome 😎

Paul Newcome

Happy to help. 👍️