We need to import seven hundred records across three linked forms in ActivityInfo. Right now, we have to update the first form, get the ID, then use that ID to update the second form, and so on for the third. We’re wondering if there’s a more streamlined way to do this in bulk. Any tips or suggestions would be greatly appreciated!
Has anyone written an import script?
Is this a one-time import or a regular process?
Normally the importer will perform the matching for you between linked forms, but you do need to define key fields.
If you need to automate this via the API, then you can start an Import records Job via API, but you will have to do the matching to record ids that the user interface normally does.
There is an importRecords() function in our R package that will make this a bit easier, but it doesn’t handle the matching.
Solved, many thanks.
A post was split to a new topic: Using the Import API