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I am using the Contact table and a custom table for Reports in a model-driven app.
I have created the lookup one-to-many relationship (contact to reports). So for newly created contacts and reports things are working.
I have existing data on two Excel tables that I need to import and retain the relationship between the two tables.
On the Contact Excel table, for each contact record there is a whole number ContactID.
On the Reports Excel table, for each report record there is a whole number ReportID. I have a ContactID column on the Report Excel table that associates the contact with the report record.
I know I am missing something fundamental here, but I just can't see how to import and retain this relationship on these thousands of existing records. Can someone please help? Thank you.
OMG!! Thank you so much! I was missing this part: When importing data into Contents, you should be able to choose "Contact.OriginalContactID" as the column to link with the Contact...
I knew I was missing something fundamental and just couldn't see it. For anyone else who is reading this and is going crazy with this type of issue, the translation is: in the Contents import field mapping, I did not look in the dropdown next to the Original Contact ID to map it to Contact (Lookup). I knew this had to be done, but I just could not see where to do it even though it was right there.
To KoenJanssensPD: Thank you for your time. You have been a tremendous help!
Can you share screenshots from the columns in each table?
For Contacts, the "Originals Contact ID" should be added as an Alternate Key;
In Contents, a lookup field to "Contact" should be added
In Contents, the "Original Content ID" should be added as an Alternate Key;
When importing data into Contents, you should be able to choose "Contact.OriginalContactID" as the column to link with the Contact...
Thank you for your time and your help. I am still having difficulty. I uploaded images of views of Contacts and Content after import. On the Content image, the only contacts associated with reports were the two I entered into the app and did not import. I should be seeing contacts C, D, and E Full Name and Original Contact ID in the Content view -- correct? The Content view allowed me to choose columns from the related Contact table so the relationship seems to be understood. I imported from within my app Import from Excel at the top. Any further insight is truly appreciated.
You could create a unique key (on a custom or existing ID column) in the Contacts table and use a Dataflow to upsert the data from your Excel files. When you import the data in the table that has a lookup to the other table, you use the ContactID column as a reference to the related Contact in the Reports table.
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