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Import "assigned to" from excel or CSV
I want to import data from CSV or excel where one column is the "Assigned to" contact. Using the user name or email address smartsheet does not recongnise the data imported untill it is manualy selected in the smartsheet cell.
This would then be part of a project imported with resource management using teh assigned to column.
How can I do this ?
Chris Brown
Servat
Comments
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Travis EmployeeData imported from an Excel file with a list of contacts will import as text. Assigning tasks to users in Smartsheet will link that to their Smartsheet account. Excel does not have a way to indicate a contact the way Smartsheet does and the information is formatted as text - not as Smartsheet contacts.
一个快速的方法来更新指定column once the file is imported: filter the Assigned To column to show only one user. Fix the first task to be assigned to the correct contact, then drag fill down the entire sheet.
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Janos ✭
Wow, this is so bad. I want to import from a report all the assigned to names, but no contacts are found by the exact same display name. I have thousands of jobs to assign to 30 or more people. This is really making it useless for me of I have to set it user by user instead of importing and Smartsheet recognizes the naming. I need a fix for this!
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Hi,
I absolutely agree. If this is not solved I will not buy.
rgds.
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adgcz ✭
Hello,
Has this been resolved with the import feature? I wish to use the import feature by pulling in an Excel/Google sheet with an assigned column containing the email addresses that also match the email address of the users in smartsheet. However, upon import, the tasks fail to be assigned even though the email address matches the users.
Any tips appreciated.
Regards.
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DaVViD ✭
Any updates on importing smartsheet users?
Categories
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You would need to leverage the Created Date column and a formula that will evaluate the time and add 1 to the date.<\/p>
=DATEONLY(Created@row) + IF(AND(FIND(\"P\", Created@row)> 0, VALUE(MID(Created@row, FIND(\" \", Created@row) + 1, FIND(\":\", Created@row) - (FIND(\" \", Created@row) + 1))) >= 4, VALUE(MID(Created@row, FIND(\" \", Created@row) + 1, FIND(\":\", Created@row) - (FIND(\" \", Created@row) + 1))) < 12), 1, 0)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"},{"tagID":277,"urlcode":"Integrations","name":"Integrations"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":108222,"type":"question","name":"Parent Status based on Children Statuses - Need help refining this formula","excerpt":"Hey Smartsheet Community! I have a beast of a formula that has probably gotten a bit away from me, but I need help refining this so it meets certain criteria per our stakeholders vision. Here's the formula: =IF(COUNT(CHILDREN()) = COUNTIF(CHILDREN(), \"Complete\"), \"Complete\", IF(COUNT(CHILDREN()) = AND(COUNTIF(CHILDREN(),…","snippet":"Hey Smartsheet Community! I have a beast of a formula that has probably gotten a bit away from me, but I need help refining this so it meets certain criteria per our stakeholders…","categoryID":322,"dateInserted":"2023-07-27T20:58:59+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T15:08:32+00:00","insertUserID":146258,"insertUser":{"userID":146258,"name":"dhall","url":"https:\/\/community.smartsheet.com\/profile\/dhall","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-28T15:09:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T15:52:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":34,"score":null,"hot":3381050851,"url":"https:\/\/community.smartsheet.com\/discussion\/108222\/parent-status-based-on-children-statuses-need-help-refining-this-formula","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108222\/parent-status-based-on-children-statuses-need-help-refining-this-formula","format":"Rich","tagIDs":[219,254],"lastPost":{"discussionID":108222,"commentID":387807,"name":"Re: Parent Status based on Children Statuses - Need help refining this formula","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387807#Comment_387807","dateInserted":"2023-07-28T15:08:32+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-07-28T15:52:49+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/P3FFJGV2II8T\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-28T12:21:14+00:00","dateAnswered":"2023-07-28T00:26:52+00:00","acceptedAnswers":[{"commentID":387717,"body":"
Give this a try:<\/p>
=IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), @cell = \"Canceled\"), \"Canceled\", IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), OR(@cell = \"Complete\", @cell = \"Canceled\", @cell = \"On Hold\")), \"Complete\", IF(COUNT(CHILDREN()) = COUNTIFS(CHILDREN(), @cell = \"Not Started\"), \"Not Started\", IF(COUNTIFS(CHLDREN(), @cell = \"Upcoming\")> 0, \"Upcoming\", \"In Progress\"))))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
