Forum Discussion
AshleyAsante
7 years agoQrew Cadet
But is there a way to automate this process? I can manually run this report and have the records copied to a new table ----- but I'd like this to happen daily or weekly, without me having to be the trigger
AlexGale
7 years agoQrew Captain
I know you can automate Table-Table imports using the Automations feature, and you can have Automations run on a schedule.
I would recommend going into the target table and clicking More>Import/export>From another table. From there you can create and save a table to table import.
Next you just have to set up an Automation. You can have those run on a schedule, and you can have them trigger Table-Table imports.
When setting up the Table-Table import, I know that you can use the merge feature to update already existing records and handle duplicates, but I don't know much about how that's done.
I would recommend going into the target table and clicking More>Import/export>From another table. From there you can create and save a table to table import.
Next you just have to set up an Automation. You can have those run on a schedule, and you can have them trigger Table-Table imports.
When setting up the Table-Table import, I know that you can use the merge feature to update already existing records and handle duplicates, but I don't know much about how that's done.