I really need to import or copy and paste contacts - but how?
Hi,
I need to import, each week, a series of assigned rows from another system.
As far as i can tell, the only way to do this is to copy text into the contacts cell and, laboriously, click on each one to change it to a contact. This will be about 1200 clicks, although I can reduce that by some dragging with rows in the right order.
Now, this doesn't seem acceptable. I can't use a VLOOKUP because they don't work in contact columns. I can't manually copy and paste an email address, because that doesn't work.
I can use find and replace as this seems to trigger the contact list to lookup the Smartsheet user and assign it as a "proper" contact - but this will take longer than the dragging option.
Can smartsheet please change the system so a pasted email address which matches the system address gets converted into a contact?
thanks
Answers
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Hi @CycleBagEd
I hope you're well and safe!
You can use formulas in Contact Columns so you could use either a VLOOKUP or an INDEX/MATCH (recommended) combination.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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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Hmmm, it doesn't like I can use formulas. Had a look around - I think this is because it is being used for resource management. I may be able to do a copy-paste workaround with an extra contact column.
Thanks once again for prompt reply @Andrée Starå
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