Upload CSV and link to project record ID

Question

I have a Project Table (ex project 1, 2, 3) and I also have a products table.

I want to bulk import products into my products table. Each product has an associated project (1, 2, 3). How can I upload the CSV into my products table and link the project at the same time?

My relationship is working and I can select the appropriate project. However I'm hoping that I can avoid having to individually select each project after uploading and automate that task.

Please let me know if this doesn't make sense. Any insight would be very much appreciated.

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Annie Ryden
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MarkShnierYou · Answer

Are you saying that the uploaded records know the name of the Project but that the Key field of the Projects is Record ID# and not the name so they don't have a way to automatically match up?

You could set up a Pipeline to trigger when a product is created and the Related Project is blank. The Pipeline would do a search against the Projects table for the first record (ie limit = 1) where the Project Name matches the Project name on the record created and updates the record that was created to Update the apply the [Related Project]

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Mark Shnier (YQC)
mark.shnier@gmail.com
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