Mark is correct that I'd accomplish this using Excel's vlookup formula. For more information please see this Quick Base help article:
https://help.quickbase.com/user-assistance/import_from_excel_existing_app.html and this tutorial page from Microsoft Office:
https://support.office.com/en-us/article/vlookup-function-0bbc8083-26fe-4963-8ab8-93a18ad188a1With those in mind, here's the basic steps I follow whenever I do something similar:
- Import your parent table data
- Create a temporary report on your parent table that contains your matching field and Quick Base's Record ID# field. Make sure it's sorting alphabetically on your matching field column.
- Export this report to a spreadsheet
- Within the spreadsheet containing your child table data, insert three blank columns at the far left, then paste the data from your export into columns A and B
- Situate the Vlookup formula within column C
- Example formula would look like this: =VLOOKUP(E2,$A$2:$B$1234,2,false)
- Populate this same formula across the reset of Column C
- Import your child data, including Column C to link to the correct parent record
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Eric Mohlman
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