How to import subform data - SOLUTION
To all trying to import subform data, I might have a solution for you.
First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV.
If this is true, then follow these steps:
- Import the subform records
- Then export these records once more including their ID
- Now prepare an import file for the main form that needs to contain the subform records
- Within this import file, add a column (any name) and fill it with comma separated values of the ID's that you exported in step 2.
The ID's should be enclosed in " (quotes) like this: "18000299204099","39809803021393","99809803309" - Save the file and prepare an import for the main form records
- Make sure to include subform data and select the added column with the subform ID's for the subform field of the main form
- Start the import...
After this, the main forms imported should have the subform records related just as you would when creating them manually.
At least it worked for me ;-)
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.