Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 6331 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

I've got importing figured out in general, but I'm having problems importing data into a portal. I've got three fields in the portal name_first, name_last, and Pin.

In the import I've set what goes where and can see in the preview that it is matching up, however when I click import though it says that the number of records imported is correct, nothing is actually imported and new new records have been created.

Thoughts?

Thanks,

Matt

Posted

Do the import in the related table's layout. A portal is merely a window to the related records.

Posted

Alright, I've found the problem. The records need the matching project ID to appear in the portal with the project. Now I just need to get the project ID to automatically insert when it creates those records.

-Matt

Posted

Store it in a variable or global field. You can use an auto-entry of calculated result.

This topic is 6331 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.