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matt_v

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

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

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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

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

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