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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 xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload?  Or two uploads might make more sense so it doesn't duplicate leads? 

LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call"

LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call"

 

I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way. 

other

1 Reply

  • 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