I really need to import or copy and paste contacts - but how?

CycleBagEd
CycleBagEd ✭✭
edited 09/30/22 inSmartsheet Basics

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'tmanuallycopy and paste an email address, because that doesn't work.

Icanuse 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

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    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

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking 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

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • CycleBagEd
    CycleBagEd ✭✭
    edited 09/30/22

    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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@Kimberley O<\/a> <\/p>

An COUNTIFS Statement is what you are looking for.<\/p>

=COUNTIFS([Test passed?]:[Test passed?], =\"//www.santa-greenland.com/community/discussion/comment/\", [Check if customer cancelled or was no-show]:[Check if customer cancelled or was no-show], =1)<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]},{"discussionID":109280,"type":"question","name":"What happened to the Solution Panel icon?","excerpt":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21. However, it's still not there and I can't find the thread to check on updates. When will that feature be available again?","snippet":"A week or so ago, I saw the new Solution Panel icon and found it so helpful. Last week, it was gone and I found a thread somewhere that said it should be back online 8\/21.…","categoryID":321,"dateInserted":"2023-08-22T16:10:43+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T16:48:34+00:00","insertUserID":165485,"insertUser":{"userID":165485,"name":"Nikki R.","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nikki%20R.","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nzjWX6mhAKQ!iVdXotG08bw!7wqUQE6aMh9","dateLastActive":"2023-08-22T16:42:09+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-23T07:21:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3385445357,"url":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon","format":"Rich","lastPost":{"discussionID":109280,"commentID":391904,"name":"Re: What happened to the Solution Panel icon?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391904#Comment_391904","dateInserted":"2023-08-22T16:48:34+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-23T07:21:24+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T16:42:20+00:00","dateAnswered":"2023-08-22T16:34:12+00:00","acceptedAnswers":[{"commentID":391895,"body":"

\n \n https:\/\/community.smartsheet.com\/discussion\/109280\/what-happened-to-the-solution-panel-icon\n <\/a>\n<\/div>\n

Hi, <\/p>

I hope you're well and safe!<\/p>

They slowed down the rollout, but it's coming.<\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]},{"discussionID":109273,"type":"question","name":"If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","excerpt":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","snippet":"I can either get the calculation to work or I can get it to say Incomplete when the second date is empty. How do I get it to do both?","categoryID":321,"dateInserted":"2023-08-22T15:32:56+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"updateUserID":null,"lastUserID":165479,"lastUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":27,"score":null,"hot":3385438993,"url":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109273\/if-there-is-no-info-in-the-second-date-column-leave-the-formula-cell-empty-or-say-incomplete","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":109273,"commentID":391859,"name":"Re: If there is no info in the second date column leave the formula cell empty or say \"incomplete\"","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391859#Comment_391859","dateInserted":"2023-08-22T15:50:17+00:00","insertUserID":165479,"insertUser":{"userID":165479,"name":"Chris_Lloyd","url":"https:\/\/community.smartsheet.com\/profile\/Chris_Lloyd","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!BJPvQS46LfI!5FMteRIPY_o!hcfpPpI27mo","dateLastActive":"2023-08-23T00:05:27+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/0RVDWZJTQ4LD\/smartsheet.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Smartsheet.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T15:50:00+00:00","dateAnswered":"2023-08-22T15:48:37+00:00","acceptedAnswers":[{"commentID":391857,"body":"

I think this will do what you are looking for:<\/p>

=IF(ISDATE([ASSMT DATE]@row), IF(ISDATE([AUTH'D DATE]@row), [AUTH'D DATE]@row - [ASSMT DATE]@row, \"Incomplete\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&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":4972,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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