Table of Contents

Importing Connections

Sarto Jama Updated by Sarto Jama

This article will discuss importing connections between objects.

You can use an import to create connections to other records. When you import records into an existing object, you can choose which field from that object to match the column in the file you are importing to. Likewise, you can also match a column in your file to a field in a connecting object. Knack will then use that match to find a record to connect to.

These connection fields will have the symbol:

In the example above, we’re importing a file containing Service records. We’re matching the data in the CSV file to the records that already exist in Knack using the ID column. This field was chosen because it contains a unique value for each record. The import will use the value of that column to search for any Service records that have the same ID. If it finds one, it will connect the Service record - created by the row in the imported file - to that ID.

Importing to a Many-to-Many Connection Field

You can also import to a many-many connection field. Make sure the file is formatted such that the multiple records to be stored in the connection field are:

  1. Comma-separated or row separated,
  2. WITHOUT a space before or after each comma, and
  3. Contained within a single cell

It will look like this:

First child,second child,third child

Or this:

First child

Second child

Third child

If you are formatting your csv in Excel, you do not need to add the quotation marks, Excel will do this automatically. You can verify the format is correct by opening your csv in a text editor application.
If you're importing and setting connection values to multi-part fields, such as Name & Address fields, you'll get inconsistent results or the values won't be set at all. We are working on this, but in the meantime suggest you use other unique fields such as email address or an ID field as your display field in the connected object and map to that value in your import.

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Working with Records