I?m hoping this isn?t going to be a ?I missed it in the documentation? post, I did have a good search around before posting! New to QB and I'm putting together a PM app, currently with 9 tables, the relationship between 4 of these is causing me a bit of head scratching so I'd like to see if what I'm looking for is feasible.
The key four tables and their relationships are:
customer --< programmes --< projects --< sites
So customers can have many programmes can have many projects can have many sites (and it's possible to skip the programme level and have customers with many projects).
I've tested an Excel import to the sites table with no problems, however during that import I can't (or I don't think I can) identify which sites belong to which project/programme/customer. Since the data import could routinely be >200 plus sites, it's a bit inconvenient to manually go back to each record and tag the appropriate project/programme/customer information.
It's easy enough to add these columns to the Excel file (i.e. three columns at the start for customer/programme/project), but is a way to tag this information against each site record during import?
Thanks to both, first of all apologies for the delay (I should not post a question before a holiday) and secondly, I think the answer here was a mix of RTFM and me not paying attention.
I was able to get the import to do what I wanted (in this particular case import sites and allocate these sites to a customer and a project) using the RELATED CUSTOMER and RELATED PROJECT fields during import. The RTFM moment came about because I wasn't paying attention to the fact that I needed to use the record ID numeric value assigned to the customer and project already created.
A follow on question, if I changed the record ID field to the customer name and project name fields in those tables, am I able to use those fields to do the same import? Simpler than looking up the record ID for the appropriate customer or project in order to be able to import.