Import Child Records of Parent.

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KnightWare
Posts: 139
Joined: Sat Feb 10, 2018 12:56 am

Import Child Records of Parent.

Post by KnightWare »

I've setup an import template to import child records of a parent. Using the user manual, thought I had it, but it constantly adds the records to the parent, not update. If the Parent (owner of Child, multiple) has key fields A & B, I set those first in the import template and csv file. The template has them both marked as "PATH" values pointing to perspective parent fields.

Parent.KeyField1 , Parent.KeyField2, Child.Field1,......Child.Field10

The csv import file has matching data to existing records in the parent. Yet, When I use this template & data, it keeps adding new records instead of first looking up and updating.
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