Question

Hey All! Hope you're well I’m creating a client CRM database that links to an events database. Each client in the CRM database will have assigned events from the events database. Is there a way that I can bulk import the events data to my events database and auto assign the individual events to the correct client in the client CRM database automatically?

I can see how to create a relational database column where I can manually add / select each event per clients etc. But i’m not sure how to do this automatically. I was hoping there would be a way to do this with a unique ID perhaps?

The link between the client CRM should allow for the client to be tagged/populated on the events database and the event to be tagged/populated on the client database.

Answer 1

Yep. Given the following simple structure, and each of these tables need to be a Full Page Table...not an inline Table:

Client CRM Table

• Table 1 = CRM
  Text Property: Client Name (name of Client)
  Relationship Property: Events (Relationship to Table 2, Events)

This CRM Table must contain the following (example) Clients before you can import the events.csv file below:

• Client One
• Awesome Client Two
• Another Great Client Three

Events Table

• Table 2 = Events
  Text Property: Event Name (name of Event)
  Relationship Property: Client (Relationship to Table 1, CRM)

So you have the following Events that you want to import into the Events Table: (I hope the Events matching the CRM Clients are obvious) :

• Event One
• Another Event One
• Second Event
• Awesome Event Two
• Event Three
• Three Event Three
• Another Third Event

CSV File

• It must contain a Header Row, with exact matching names for the Events Table Properties.
• Then, each row will consist of the Event Name followed by comma "," followed by the EXACT NAME of the Client.

Your events.csv file will literally have the following content:

Event Name,Client
Event One,Client One
Another Event One,Client One
Second Event,Awesome Client Two
Awesome Event Two,Awesome Client Two
Event Three,Another Great Client Three
Three Event Three,Another Great Client Three
Another Third Event,Another Great Client Three

Now go to the Table 2 Events page and from the "..." menu top right, select "Merge with CSV" and import your events.csv file and your 8 Events will import and relate to your existing 3 Clients.