Re: Import Excel Raw Data

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hi There,

We currently use a piece of software to track our orders on a daily basis.
I want to bring the raw data in and have it sort the line items together so I can create automated roll ups on clients and orders and products.
Rather than manually linking the records is there an easy way to do this?

1 Reply 1

Hi @Mike_Coghill

If the input in your “client name” field in your “order” table is the same in the input in the primary field of your “client” table (eg 2 x “single line text” field), then you can change the “client name” field into a linked record field and it will link automatically. If a client name doesn’t exist in your “client” table, it will make a new linked record.

Does that help in any way?