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Importing Users and Field Lookup

  • August 27, 2019
  • 0 replies
  • 53 views
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Hi I have an employees table and a transaction/sales table. Each transaction has many users. I am trying to upload a transactions report from excel, however, the field for employee/sales rep name is not able to recognize the name properly and just creates another record "First , Last". How do I match the field properly without having to go in each time and selecting the proper employee.

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    • AustinK
    • Quickbase Alumni
    • August 27, 2019
    If the Employee field is a lookup field down to transactions then importing by name is probably not going to work. What type of field is the key field in this relationship? Numeric reference? If so you would need to import the Employees into the transaction table by their record id in the Employee table.

    If your list of transactions only has employee name then you are going to have to use excel and do a vlookup to match name to the record id from the Employee table.

    If your key field is not numeric then post back with what it is or if you have any questions let me know.
    MarkShnierYou
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    • MarkShnierYou
    • Quickbase Alumni
    • August 27, 2019
    If the only thing you have to go by is the rep name on your import, then you will have to just change the key field of your employees table to the name field. 

     Then you have to make sure that you never hire two employees with the exact same name.


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    Mark Shnier (YQC)
    markshnier2@gmail.com
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    Mark Shnier. Your Quickbase Coach
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