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Question

Match Child Records to Parents

  • March 29, 2019
  • 0 replies
  • 64 views
I just imported two tables of data from Salesforce, one for Accounts (parent) and one for Building Data (child).  Each Account has a unique Account ID and the matching Building Data records include that Account ID field as well.

I thought there was a way to add a field on child records that could import the Record ID of any Account with a matching Account ID field, but I can't figure that out.  I could create a VLookup in Excel, but I have 10k+ Account records and that would get cumbersome.

What is the easiest way to link the Building Data child records to the correct Account parent records using the Account ID field that matches on both?
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    :)
    Just set the Key field of the Accounts Table to be the Account ID field.  Then make the relationship and use the similarly named field on the child when you make the relationship.
    • DerekRoush
    • Author
    • Quickbase Alumni
    • March 29, 2019
    That sounded like a good idea, but apparently my Account IDs were not as unique as I thought. We were using that table in Quick Base for a while before I imported the records from Salesforce, so I figured the issue was blank Account IDs.  I ran a report for that and copied all the Record IDs into the Account ID fields so there are no more blanks. 

    But it's still telling me there are still non-unique values and I'm not sure how to figure out which ones those are.
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