I have a Project Table (ex project 1, 2, 3) and I also have a products table.I want to bulk import products into my products table. Each product has an associated project (1, 2, 3). How can I upload the CSV into my products table and link the project at the same time? My relationship is working and I can select the appropriate project. However I'm hoping that I can avoid having to individually select each project after uploading and automate that task. Please let me know if this doesn't make sense. Any insight would be very much appreciated.------------------------------Annie Ryden------------------------------

Are you saying that the uploaded records know the name of the Project but that the Key field of the Projects is Record ID# and not the name so they don't have a way to automatically match up?You could set up a Pipeline to trigger when a product is created and the Related Project is blank. The Pipeline would do a search against the Projects table for the first record (ie limit = 1) where the Project Name matches the Project name on the record created and updates the record that was created to Update the apply the [Related Project]------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Thank you for your reply!No, I don't think so. I know the record ID#, but when I upload as a CSV it doesn't link anything to the record ID. I'd have to go down the list and connect each line to the "parent" project. Does that make sense? ------------------------------Annie Ryden------------------------------

Are you saying that in fact your upload does know the [Record ID#] of the Project? If so, just map that field into the field probably called [Related Project]------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

I know the field but I'm having trouble getting quickbase to know the field. Right now it's only allowing one merge field: Record ID#. The record ID I want associated for all is just Record ID # 1 but if I put "1" in the record ID column it still doesn't link anything. ------------------------------Annie Ryden------------------------------

That was like a second nuance to your question. Are you saying you were trying to upload products and update existing products or add products if it is a new product?------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

Upload CSV and link to project record ID

13 Replies

MarkShnier__You
Qrew Legend
3 years ago
Are you saying that the uploaded records know the name of the Project but that the Key field of the Projects is Record ID# and not the name so they don't have a way to automatically match up?

You could set up a Pipeline to trigger when a product is created and the Related Project is blank. The Pipeline would do a search against the Projects table for the first record (ie limit = 1) where the Project Name matches the Project name on the record created and updates the record that was created to Update the apply the [Related Project]

------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------
- AnnieRyden
  Qrew Member
  3 years ago
  Thank you for your reply!
  
  No, I don't think so. I know the record ID#, but when I upload as a CSV it doesn't link anything to the record ID. I'd have to go down the list and connect each line to the "parent" project. Does that make sense?
  
  ------------------------------
  Annie Ryden
  ------------------------------
  - MarkShnier__You
    Qrew Legend
    3 years ago
    Are you saying that in fact your upload does know the [Record ID#] of the Project?
    If so, just map that field into the field probably called [Related Project]
    
    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------
- AnnieRyden
  Qrew Member
  3 years ago
  I know the field but I'm having trouble getting quickbase to know the field. Right now it's only allowing one merge field: Record ID#. The record ID I want associated for all is just Record ID # 1 but if I put "1" in the record ID column it still doesn't link anything.
  
  ------------------------------
  Annie Ryden
  ------------------------------
  - MarkShnier__You
    Qrew Legend
    3 years ago
    That was like a second nuance to your question. Are you saying you were trying to upload products and update existing products or add products if it is a new product?
    
    ------------------------------
    Mark Shnier (YQC)
    mark.shnier@gmail.com
    ------------------------------

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Upload CSV and link to project record ID