Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
1. every record on the join table will need to be a separate record on the excel upload.
2. You will need to prove the values for the fields [Related Individual] and the field [Related Organization] on every excel record.
So typically you will need to dump the data from your app into excel to get at the Record ID# ( and name) of the organizations and the individuals, and then use VLOOKUP ( ..., false) - to be sure of an exact match) in excel to get the record id of the Individuals and the Organizations coaxed into your import file.
2. You will need to prove the values for the fields [Related Individual] and the field [Related Organization] on every excel record.
So typically you will need to dump the data from your app into excel to get at the Record ID# ( and name) of the organizations and the individuals, and then use VLOOKUP ( ..., false) - to be sure of an exact match) in excel to get the record id of the Individuals and the Organizations coaxed into your import file.