When you import data into a related form (for example, importing contacts into a Contacts that is linked to a Customers table), you may want to not only establish the relationship but also update related data in the master form automatically. This process relies on the concept of a matching field. Below, we’ll explain the core logic and provide a step-by-step guide to help you automatically update or establish master form data associations during the import process.
Core Logic of Importing Related Data
1. The Role of the Matching Field
When you import data, you need to select a matching field from the master form (for example, the "Customer Name" in the Customer Info form). The matching field is used to compare the imported data with the records in the master form, so the system can accurately link the related data.
2. The Matching Process
The system checks the value in the matching field from your Excel file (such as "Customer Name").
It searches the master form for records where the matching field value is the same.
If the system finds exactly one matching record, it automatically establishes the link between the related data (e.g., contact) and the master data (e.g., customer).
If no match or multiple matches are found, the association will not be established.
How to Set it up?
Let’s walk through a typical scenario:
Step 1 Importing data by uploding an Excel file
Go to the Manage Data page, click Import, and upload the Excel file.
Step 2 Choosing a matching field
When you import data into a related form, select a field from the master form that will be used to match the data. In this case, we choose Customer Name as the matching field.
The system uses the "Customer Name" value from each row to find a matching record in the master form. If a unique match is found, the relationship is automatically created. If there is no match or more than one match, the relationship will not be established.
This way, your imported data will be correctly connected to your existing records, making your forms more organized and easier to use. Let's see how it works.
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