It can be tricky to get existing data into your new solution, especially when this involves populating the foreign key in your secondary table. If you were able to make this work, congratulations — that is a significant accomplishment!
If not, start a discussion in the New User Group or consider whether you might need professional help to prepare your data for import. Any work you’ve done up to this point will help a consultant assess the level of effort involved.
Below are the steps you worked though. As your solution continues to evolve, you can always go back and repeat any of them:
- Prepare your spreadsheets for import
- Prepare your spreadsheets for relationships
- Import your spreadsheets
- Set the foreign key in your secondary table
- Test the results
Next you’re going to secure your solution by adding accounts, passwords, and privilege sets.