Importing to a table with relationships
I?m hoping this isn?t going to be a ?I missed it in the documentation? post, I did have a good search around before posting! New to QB and I'm putting together a PM app, currently with 9 tables, th...
Forum Discussion
If the SITES table is related to the PROJECTS table, and each PROJECT belongs to only one PROGRAM and only one CUSTOMER, than you should be able to related the SITE record to its parent PROJECT and then "Look-up" the Parent Programme and Project.
Just make sure that the Project Primary Key appears in the Excel data that you want to import, and then when you import a SITE sheet, you import this Primary Key as the RELATED PROJECT.
Hope this helps!
Just make sure that the Project Primary Key appears in the Excel data that you want to import, and then when you import a SITE sheet, you import this Primary Key as the RELATED PROJECT.
Hope this helps!