Forum Discussion

brian_s's avatar
brian_s
Qrew Trainee
2 days ago

XLSX import to 2 Linked Tables?

Is there an easy way to accomplish this? Say as an example: Table1  -    LEAD_NAME,  PHONE,  CONTACT_NAME Table2 -     LEAD_NAME,  CALL_DATE, NOTES Table1 can link to many Table2 If I create an ...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
2 days ago

If you simply import table 1 into an empty table called say Prospects it will create the fields for you and import the data.  Then set the LEAD_NAME field to be the key field of the table by looking at the field list and using the checkbox.

Create Table 2 called perhaps Calls, by Importing the table 2 excel sheet. It will create the fields for you during the import.

Create a relationship between table 1 and table 2 where One Prospect has many calls, but rather than letting the relationship create a new field called Related Prospect for you, select the name field.

You will find that the child Calls are all linked to the Parent Prospects based on the name.

Feel free to post back if you hace any questions.

btw, there is an enhancement coming which is now in Open Beta where you can just import you whole Excel spreadsheet "as is" and the AI tool will build those two tables and relate them.  That might be going live on October 7th.

https://help.quickbase.com/docs/ai-spreadsheet-import-beta-guide