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How to create QB import syncs that automatically create relationships

  • October 10, 2022
  • 0 replies
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I have a table Patients (populated through .CSV import in GDrive). I want to connect this table to States so we can track how many patients we have in each state. 

The Patients table has a state field which contains a state name. I created a States table, which has the State names as the primary key. I want to just make this the reference field for the relationship. How do I do this, or should I approach this differently?

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Solace Sonder
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    • SolaceSonder1
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    • October 10, 2022
    I'm answering a lot of my own questions today. I did it with a Pipeline automation where I trigger on record update, and copy the field value from the imported state into the States table reference field.

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    Solace Sonder
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