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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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?
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Annie Ryden
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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?
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Annie Ryden
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- MarkShnier__YouAre 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]
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Mark Shnier (YQC)
mark.shnier@gmail.com
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