How can I import into a Text Lookup field?

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I have a field that is a text lookup. It shows as a drop down on my form. I'm trying to import all of my data into QB and it won't allow me to import into this field. 

So far, I've been importing the data into a new column and then doing a grid edit where I manually select the choice from the text lookup drop down box. I have thousands of entries I need to do this to. I would imagine there's a better way. 

Thank you! 
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Dana

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Posted 2 years ago

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Matthew Neil

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Official Response
When you import into fields that are part of a relationship, you have to use the [Related Field] for the import.  Most of the time is a numeric reference field.  

There are a few options:
One: If you are just starting out, and the application (or this particular relationship) is in its infancy.  I'd recommend changing the key field to the text field in question.  Then re-make the relationship with the new key field.  Then you can do an import directly into that field.

 Option two:
You will need to know the record ID of the parent record (the [Related Field])  then you can do a vlookup in excel to connect all your data to the correct reference field prior to the import.

Last option: includes changing the relationship to a formula, but that cannot be undone and if you don't do it right you could lose all your historical data, so if the above two options aren't a solution.  let me know and we can work through this.