Skip to main content
Question

Importing Data with relationship field data

  • March 6, 2024
  • 0 replies
  • 179 views

Hi,

I have two tables, A and B that have a one-to-many relationship where A is the one and B is the many.  What I wanted to accomplish was importing data from an excel spreadsheet for table B but also importing the corresponding record ID for Table A.  I noticed in the import the relationship fields don't appear.

And suggestions on how I could accomplish this?

Thank you



------------------------------
Drew Harms
------------------------------
    This topic has been closed for replies.

    Forum|alt.badge.img+9
    • ChayceDuncan
    • Registered
    • March 6, 2024

    You'll need to do a vlookup to match the 'Record ID#' from Table A based on some match value in Table B that you can lookup. The idea is that you need to get the Record ID# of Table A to import into 'Related Table A Record'

    So lets say you have Projects and Tasks and you're importing Tasks, you need to find the value of 'Related Project' using the "Project Name" in your task data. You would export the Project Data including Project Name and Record ID# as a column and do the vlookup to match project name to project name to get the RID value to import. 



    ------------------------------
    Chayce Duncan
    ------------------------------
    Terms & ConditionsAccessibility statement