topic Re: How to associate custom object in bulk in APIs & Integrations

How to associate custom object in bulk

spotthehub — Tue, 08 Dec 2020 16:38:39 GMT

Hi All,

Let's say I created a custom object for virtual events. We created a virtual event record and then hosted the event where leads attended.

After the event, we have a lead list with data about attendance. How would we upload a csv that would associate the contact with the virtual event they attended?

I tried creating a temporary field that we could use in a workflow. But the events object doesn't show any association fields.

Re: How to associate custom object in bulk

dennisedson — Wed, 09 Dec 2020 18:31:21 GMT

Hey @spotthehub

Thanks for the question!

@MatthewShepherd , @Bryantworks , @lynton -- how would you all approach this?

Re: How to associate custom object in bulk

spotthehub — Wed, 09 Dec 2020 18:51:09 GMT

I actually figured it out through trial and error:

The following headers are required for an example import of associating contacts with a custom object called virtual events:

Contact ID

Email

Virtual Event ID

Virtual Event Date

Virtual Event Title

The reason these fields are used for importing is that they are the minimum required fields for creating a new record for each. Other objects will have different fields that will be required and can be found by trying to manually create a new record for that object.

A single spreadsheet is prepared with those headers as a minimum. Additional fields can be added, but it may be easier to import associations separate from new contact data.

Directions:

Import
Import file from computer
One file
Multiple Objects
Check off Contacts and Virtual Events (or other objects you wish to associate)
Choose the file
Check off both IDs as the records to update
Import the data

Re: How to associate custom object in bulk

dennisedson — Wed, 09 Dec 2020 18:59:19 GMT

@spotthehub ,

Thanks for adding the solution (very clearly written at that) to the post!