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How to add both parent and relatled child records from one excel file import from parent table?

When I need to create a new parent record I also need to import hundreds of child records. Currently I am creating the parent record from quickbase manually, taking its created id and adding it to the excel file column for the child records before importing the file in order to link them.

Is there way for me to have the import child records button live in the parent form, or any other way to import both the parent and child records from one excel file?



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Chris Baker
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    This topic has been closed for replies.

    • Gary1
    • Registered
    • July 13, 2023

    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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    gary
    Forum|alt.badge.img+9

    Depending on the makeup of your parent record you could approach this with Pipelines. If you can load the file as CSV to Box or somewhere that Pipelines can access you can create the parent record and then load the actual file as the children using the prior step. The assumption there is that you have sufficient info to make the parent



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    Chayce Duncan
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