I have a 'contacts' table and a 'policies' table. they have a relationship through key field 'record id#'. i have an excel spreadsheet that has all the headers needed for the fields in my table; however, I can't get it to link to the contact in the contact table. How can I import my policies that are associated with a particular contact so that the policy is assigned to that contact? When I create a policy from within the table I select product name and individual policy holder from a look-up to other tables; however, I want to import those fields from the spreadsheet in these cases.
You want to import the Policies data and also populate the field likely called [Related contact], so that the impotred Policies will link up to the correct contact.
Step 1, Create a report and export to excel of all your contacts, with the field for the contact name and the record ID#.
Step 2. Copy that list of QuickBase Contacts and their Record ID#s into your existing excel workbook into a new sheet.
Step 3. make a =vlookup (value, range, 2, false) column formula to lookup the record ID# for each contact. Make sure you use the "false" option in excel to be sure you get an exact hit.
Step 4, now you can import to QuickBase and provide the value for the field [Related Contact]
I would rename that numeric field on the Policies table which is the reference field to be called Related Contact. Its very confusing to have a field called Contact Name which in fact contains a number.
I think that once you do that, my original instructions will make more sense. Post back if you get stuck or contact me off line via the information in my profile for one on one assistance.