How to Create an address block in Google Sheets™ from your Gmail™ contacts using AddressBlockApp
DataMate AddressBlock Add-on for Google Sheets - Help Tutorial
Welcome to DataMate AddressBlock! This add-on enhances Google Sheets with powerful contact management features, making it easy to organize, import, and utilize your contact data. Here's a step-by-step guide to get you started:
Getting Started
Installation:
If the add-on isn't already installed, find it in the Google Workspace Marketplace and install it into your Google Sheets™.
Initial Setup:
After installation, open any Google Sheet™ or create a new one. When you open a sheet, you'll see a new menu named "AddressBlock".
Capabilities Overview
Contact Management: Manage a database of contacts directly within Google Sheets™, including personal and business details.
Custom Data Validation: Apply dynamic validations to ensure data integrity when adding or looking up contacts.
CSV Import: Seamlessly import contacts from CSV files exported from Gmail or Outlook.
Address Block Creation: Generate address blocks or contact information lookups for use in forms or documents.
Automated Data Entry: Automate the process of adding new contacts or updating existing ones with minimal manual input.
Step-by-Step Guide
1. Setting Up Contact Sheets
Menu Item:Add Contact Sheets
This option sets up three essential sheets:
contacts: Stores all your contact information in a structured format.
Address: Used for generating address blocks or looking up contact information.
NewContact: A template for entering new contact details before saving them to the contacts sheet.
2. Importing Contacts
Menu Items:
Import Gmail™ Contacts or Import Outlook™ Contacts
Action:
A dialog will pop up allowing you to select a CSV file.
The add-on will map the CSV data to the contacts sheet, filling in details like name, email, phone numbers, and addresses based on the CSV format (Gmail or Outlook).
3. Adding New Contacts
Menu Item:Save New Contact
How to Use:
Enter contact information on the NewContact sheet.
Use this menu item to save the entered data to the contacts sheet automatically.
4. Generating Address Blocks
Menu Items:Address Block Name or Address Block Company
Functionality:
These options are used to populate the Address sheet with contact information based on:
Name (for individual lookup) or
Company (for business lookup).
Enter a cell reference in F1 of the Address sheet where you want the contact information to be validated on Sheet1, then choose the appropriate menu item.
This will create VLOOKUP or XLOOKUP-like formulas in the Address sheet, which can then be copied to your main document or form.
5. Updating Records
Manual Updates:
Since the contacts sheet is where all data resides, you can directly edit or update any record there.
Tips and Best Practices
Data Integrity: Always use the NewContact sheet for adding new contacts to ensure all necessary fields are filled correctly before saving.
Customization: If you need additional fields or different data structures, you can manually add them to the Sheet1 sheet or form by pasting the formulas from the Address sheet.
Performance: For very large datasets, consider using Excel™ you can download the sheets as a .xlsx file and use them in your workbooks.
Backup: Regularly back up your data, especially before making significant changes or updates.
Support and Further Assistance
Help Menu: If you encounter issues, use this tutorial or refer to the Help menu option which might lead to more detailed documentation or forums.
Feedback: We value your feedback! If you have suggestions or encounter bugs, please reach out through the "AddressBlock" menu or via the support options provided by Google Workspace.
By leveraging these capabilities, DataMate AddressBlock turns Google Sheets into a formidable tool for contact management, saving you time and ensuring your data is always at your fingertips. Enjoy managing your contacts with ease and efficiency!