Manage contacts in the My Smartsheet Contacts list

One way to manage contacts is with the My Smartsheet Contacts list. Here, you can store the email addresses of coworkers you want to collaborate with in Smartsheet.

To view the contacts in your My Smartsheet Contacts list, in the left navigation bar, select Account > My Smartsheet Contacts….

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Who can see your Smartsheet contacts?

Your My Smartsheet Contacts list is private to you. However, if you assign a task or share a sheet with one of your contacts, that contact's email address is visible to others who have access to the sheet.

Format your .csv File

If you want to import contacts from Outlook, Hotmail, or AOL, export the contacts to a .csv file. Then, add the following columns to the .csv file: First Name, Last Name, and Email Address.

Spelling must be exact, 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

 You can import an unlimited number of contacts, but only 1,000 at a time.

Add contacts to My Smartsheet Contacts

Bulk import contacts

1. In the left navigation bar, select Account > My Smartsheet Contacts. 
2. Select Import Contacts. 
3. Select one of these options and follow the steps:

• .csv (Outlook, Yahoo, etc.)
  1. Select the .csv file, then select Continue. 
  2. Choose the contacts to import into Smartsheet, and then select Import. 
• .vcf (vCard File)
  • Select the vCard file, select Continue, and then select Import.

Ensure your CSV file has no blank cells.

Add contacts individually

1. In the left navigation bar, select Account > My Smartsheet Contacts.
2. In the My Smartsheet Contacts window, select Add.
3. Type the name and email address of the contact and select OK.

Add individual contacts when you share a Smartsheet Item

When you share items in Smartsheet by typing an email address, Smartsheet adds the email address to your My Smartsheet Contacts list.

You can associate a name with the address in two different ways: 

• Edit the contact via the My Smartsheet Contacts window. See Edit or delete contacts below.
• If you’re in the Sheet Sharing or Report Sharing window, add a contact to the list via the Select Contacts window:
  1. In the Invite Collaborators field, select the Select Contacts icon. 
  2. In the Select Contacts window, select Add New.
  3. Enter your contact’s name and email address, and then select OK.

Edit or delete contacts

Deleting or editing a contact in your contact list doesn't remove or update the email address on shared sheets. See the Find and replace values within a sheet article to re-assign tasks.

1. In the left navigation bar, select Account > My Smartsheet Contacts.
2. In the My Smartsheet Contacts window, select the three dots next to the contact, and then select one of these options: 

• Edit: Enter a name associated with the email address
• Delete: Remove a contact from your contact list

You can’t edit a contact's email address, only the name. To adjust an email address, create a new contact for a user and delete the old one. 

Export contacts from your Smartsheet Contacts List

1. In the left navigation bar, select Account > My Smartsheet Contacts.
2. Select Export Contacts > .csv.

Check your downloads for the exported .csv file.

Tips and best practices for using contacts

• You can manage which contacts appear when you type in a cell.

• To use contacts from your entire Smartsheet contact list, type your contact's name in a cell in the Contact List column. Once you start typing, results appear in the contact list. 
   

  There isn't a way to use contact list entries from other sheets.

• Group Admins on Business and Enterprise plans can organize contacts into groups. This makes it easier to share and send information to multiple people.
• You define the names for contacts in your Smartsheet contact list. The user's Smartsheet account might have a different name (for example, Bill vs. William). When you assign tasks in the Contact List columns, you see the names from your contact list. In other areas, such as the Sharing list, you see the name from the user's Smartsheet account.