Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Right, so 1 Contact has many Policies.
You want to import the Policies data and also populate the field likely called [Related contact], so that the impotred Policies will link up to the correct contact.
Step 1, Create a report and export to excel of all your contacts, with the field for the contact name and the record ID#.
Step 2. Copy that list of QuickBase Contacts and their Record ID#s into your existing excel workbook into a new sheet.
Step 3. make a =vlookup (value, range, 2, false) column formula to lookup the record ID# for each contact. Make sure you use the "false" option in excel to be sure you get an exact hit.
Step 4, now you can import to QuickBase and provide the value for the field [Related Contact]
You want to import the Policies data and also populate the field likely called [Related contact], so that the impotred Policies will link up to the correct contact.
Step 1, Create a report and export to excel of all your contacts, with the field for the contact name and the record ID#.
Step 2. Copy that list of QuickBase Contacts and their Record ID#s into your existing excel workbook into a new sheet.
Step 3. make a =vlookup (value, range, 2, false) column formula to lookup the record ID# for each contact. Make sure you use the "false" option in excel to be sure you get an exact hit.
Step 4, now you can import to QuickBase and provide the value for the field [Related Contact]