Importing Users and Field Lookup
Hi I have an employees table and a transaction/sales table. Each transaction has many users. I am trying to upload a transactions report from excel, however, the field for employee/sales rep name is n...
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I had originally had it Numerical then changed into to user key field. I was hoping the vlookup was not something I would have to resort to outside QuickBase.
But now that I think of it, would it be better off to upload this data through the employee table instead?
Thank you for the quick response.
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Logan Lott
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User is different than Employee Name. A QuickBase user is like <dfkg.j5645> so the name will not apply there either. I know it is frustrating to deal with all these different types.
As I understand it these are transactions, right? So you still want to import to the Transaction table. I prefer going by record id and having that be the key field. It makes a lot more sense than user because the user can be annoying to find for each and every record in cases like this.
I am not a fan of vlookup either but I think it might be your best option here. Do you not have any unique identifier in the excel sheet other than employee name?
As I understand it these are transactions, right? So you still want to import to the Transaction table. I prefer going by record id and having that be the key field. It makes a lot more sense than user because the user can be annoying to find for each and every record in cases like this.
I am not a fan of vlookup either but I think it might be your best option here. Do you not have any unique identifier in the excel sheet other than employee name?