How to associate other records when importing data
When importing Excel data, if you have associated fields, you can create the association directly during import.
Scenario
The worksheet Company is associated with the worksheet Contact. A company record can be associated with multiple contact records; a contact record can only be associated with a company record. Now the company worksheet already has the customer's company information, in the import of contacts, directly establish and company table of the relationship.
How to import data from Excel
Key steps
In the step of establishing the mapping relationship, you need to set the association table fields
A: is the customer column in Excel (contact sheet)
B: is the name of the associated field in the worksheet (contact sheet)
C: is the name of the worksheet associated with the worksheet (contact sheet), that is, the customer table
D: is the field in the Customers table that is used to match the imported content.
Logic: If there is a Shanghai Wanji Mingdao Software Company in the customer column of the Excel to be imported, then check whether the matching field (full name of the company) has this record in the customer table according to this content, and if so, it will be automatically associated.
TIPS
Sheet A is associated with Sheet B, and the association relationship is one-to-many, that is, a record in Sheet A can be associated with multiple records in Sheet B. Then, when importing, only records in Sheet B can be automatically associated with records in Sheet A, but not vice versa.
For example, when importing contacts, you can automatically associate company records, but when importing company table data, you cannot automatically associate contact records. Therefore, if you need to import data from both the Customers table and the Contacts table, please import the Company table data first, and then import the Contacts data, so that the association can be created automatically.
Have questions about this article？ Send us feedback