I'm having trouble importing into a connection field. What can I do?
First-Time Importing Connections
If it's your first time importing into a connection field, we recommend you start by reviewing this article: Importing Connections.
Importing Multiple Connections
If you're trying to import multiple values into a connection field, take a look at this article: Importing to a Many-to-Many Connection Field.
Check the Connected Table
In order to connect a record in your import file to a record in a connected table, the connected record must already exist. For example, if you are importing a new Employee and want to connect them to the Sales department, the Sales department must already exist in the "Departments" table.
Check Your Mapping: Columns to Fields
When connecting records through an import, you need to match one of the columns in your import file to one of the fields in the connected table. That way the system knows which connected record to connect to the record being created or updated by your import:
You need to make sure that you’re matching a unique field in the connected table. Auto Increment fields are great for matching, though there are several field types that can be set to "Must be unique":
Tip: If you have any further questions on importing data into connection fields, please don't hesitate to reach out to our support team. You can reach the support team via the chat widget in the Builder or by submitting this form.
Learn more about importing in the following articles:
- Importing Records
- Importing .XLSX or .XLS Files
- File Format Guide for Importing
- How can I remove an odd character when importing?
- I'm getting an error when importing. What do I do?
- Some of my fields aren't importing correctly. How can I fix that?
- My import is failing or getting stuck. What do I do?
- Can I schedule or automate imports?