Contacts

您将使用欺诈tacts in Smartsheet for faster collaboration. For example, use contacts when you send email, share sheets, or assign tasks in Smartsheet.

One way to manage contacts is with the My Smartsheet Contacts list. Think of it as your cloud directory for Smartsheet tasks where you can store email addresses of coworkers you’ll collaborate with on Smartsheet.

To view the contacts in your My Smartsheet Contacts list, in theNavigation Bar, selectAccount>My Smartsheet Contacts.

Who can see your Smartsheet contacts

Your My Smartsheet Contacts list is private to you—you're the only one who can see it. However, if you assign a task or share a sheet to one of your contacts, that contact's email address will be visible to other people who have access to the sheet.

Before you begin: Format your .csv File

You're allowed an unlimited amount of contacts, but you can import only1,000contacts at a time.

If you want to import contacts from Outlook, Hotmail, or AOL, export the contacts to a .csv file. Then add these columns in the .csv file:First Name,Last Name, andEmail Address. Exact spelling is important or the list won't import correctly.

Here's an example of how to format your .csv file:

First Name	Last Name	Email Address
Sally	Smart	sally.smart@smartsheet.com
Ian	Intelligent	ian.intelligent@smartsheet.com
Dave	Diligent	dave.diligent@smartsheet.com

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Add contacts to My Smartsheet Contacts

Bulk import contacts

1. In theNavigation Bar, selectAccount> MySmartsheet Contacts.
2. In theMy Smartsheet Contactsform, selectImport Contacts.
3. Select one of these options:
   • Gmail
     Smartsheet doesn’t store your email username or password. Those credentials are used only to access your email address book.
     1. If you see Google’s login prompt, enter your Google login credentials. Then selectSign In. Otherwise, skip to the next step.
     2. Select the contacts you want to import into Smartsheet, and then selectImport.

• .csv (Outlook, Yahoo, etc.)
  1. 选择. csv文件,并选择Continue.
  2. Choose the contacts you want to import into Smartsheet, and then selectImport.
• vcf (vCard File)
  • Select the vCard file, selectContinue, and then selectImport.

After importing in bulk, the Smartsheet app adds the contacts you imported to your My Smartsheet Contacts list.

Add contacts individually

1. In theNavigation Bar, selectAccount>My Smartsheet Contacts.
2. To display theContactform, in theMy Smartsheet Contactsform, selectAdd.
3. Type the name and email address of the contact, and selectOK.

After these steps, Smartsheet adds your new contact(s) to your contact list.

Add individual contacts when you share a Smartsheet Item

When you share items in Smartsheet by typing an email address, the email address may be added to your My Smartsheet Contacts list automatically.

To associate a name with the address:

• 通过我的内容联系fo编辑联系rm,or
• If you’re in theSheet SharingorReport Sharingform, add a contact to the list via theSelect Contactsform:
  1. In theInvite Collaboratorsfield, select theSelect Contactsicon.
  2. In theSelect Contactsform, selectAdd New.
  3. Enter your contact’s name and email address, and then selectOK.

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Edit or delete contacts

1. In theNavigation Bar, selectAccount>My Smartsheet Contacts.
2. In theMy Smartsheet Contactsform, right-click the contact that you want to edit or delete.
3. Select one of these options:
   • Edit Contact:Enter a name associated with the email address, or change the email address of your contact
   • Delete Contact:Remove a contact from your contact list

Deleting or editing a contact in your contact list doesn'tremove or update the email address on shared sheets or update any task assignments. To re-assign tasks, see theFind and Replace Values Within a Sheetarticle.

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Export contacts from your Smartsheet Contacts List

1. In theNavigation Bar, selectAccount>My Smartsheet Contacts.
2. In theMy Smartsheet Contactform, selectExport Contacts>.csv.

The contacts from your My Smartsheet Contacts list will be exported as a .csv file to the location where downloads are stored on your computer.

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Tips and best practices for using contacts

Here are some things to keep in mind when working with contacts:

• You canmanage which contacts appear when you type in a cell.
• To use contacts from your entire Smartsheet contact list, in theContact Listcolumn, type your contact's name in a cell. Once you start typing, results will appear in the contact list.
  Currently, there isn't a way to use contact list entries from other sheets.
• The names you select for your contacts will appear when you assign tasks to them in Contact List columns. However, in other areas such as theSharinglist, the name displayed will be pulled from the user's Smartsheet account.
  You can change the name used with your Smartsheet account via the Personal Settings dialog. To go to your personal settings, selectAccount>Personal Settings
• Group Admins on Business and Enterprise plans can organize contacts into groups, making it easier to share and send information to multiple people.