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Importing into a portal

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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

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

  • Author

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

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

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