Upload CSV and link to project record ID
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 uplo...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendAre 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]
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Mark Shnier (YQC)
mark.shnier@gmail.com
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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]
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Mark Shnier (YQC)
mark.shnier@gmail.com
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