I would need a lot more info on the make up of the Excel document to be helpful, but in general if you have a well-maintained spreadsheet or database, you should be able to import parent records and their children. Are you using pipelines or scripting this, or something else?
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gary
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I am not using any scripts or pipelines currently, just manually add the parent and then importing the children from an excel file that is taken from a source outside of my reach, I just get sent the final file.
In terms of the make up, the parent table has an invoice date and due date field, and I added a uniqueId field. For the child records the file is just this structure when I import.
| Transaction Date | Description | Category | Total | UniqueId |
| 04/13/2022 | description 1 | Merchandise | $25.00 | fromparent |
| 04/13/2022 | description 2 | Merchandise | $51.72 | fromparent |
| 04/13/2022 | description 3 | Merchandise | $81.55 | fromparent |
| 04/14/2022 | description 4 | Merchandise | $4.00 | fromparent |
| 04/14/2022 | description 5 | Other Services | $149.77 | fromparent |
| 04/14/2022 | description 6 | Dining | $23.49 | fromparent |
If it's easy enough you could manually create the parent like you are and enter the invoice and due date, and then load a CSV with the children then save. Have a pipeline handle the loading of the children into records, this way you can skip the manual import part.
I will look into it, are there any resources to learn about pipelines. I have not used them once.
