Apr 10, 2023 10:06 AM
Hey everyone
Background: we are using AT as a CRM
Goal: track who of our customers are at which events
My solution thus far has been to have a People table and an Events table within the same base. Within each event, there is a guest list field that links to the "name" field of the "people" table.
The issue is, I want to be able to quickly link guests to events, i.e. by uploading a CSV guest list and then that automatically linking to the "people" list. Ideally, on the "People" i could create gallery views for each event.
I'm sure something like this is possible but can't figure out how to do so! anyone have any guidance??
Apr 10, 2023 09:40 PM
You might need to massage your data a bit, but the CSV import extension would come in pretty handy here
Could you elaborate on the gallery view bit? What exactly would you like to see?
Apr 11, 2023 08:13 AM
Thanks! That extension looks helpful. Unfortunately, using this extension it looks like it will create new records. The guests are already records in airtable, but looking for a way to essentially tag a group all at once as having attended an event. Essentially, solving to see if there is a way to mass import guests here (see picture), in such a way that it didn't duplicate their records and linked existing records in "contacts" to the event.
Apr 12, 2023 01:30 AM
The CSV Import extension has the ability to update existing records with information so I think you may find that useful