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How to match on parent table fields to import new records into child table

Question asked by NithyaLakshmanan on Sep 27, 2012
Latest reply on Sep 27, 2012 by NithyaLakshmanan

Summary

How to match on parent table fields to import new records into child table

Product

FileMaker Pro

Version

11.0v1

Operating system version

Mac OSX 10.7.4

Description of the issue

I have 2 tables: Customers and Invoices. I have an Excel sheet with fields: Customer Name, Invoice #, Invoice Amount.

To import this Excel file, I want to validate first that Customer Name matches an existing record in parent Customer table. And only if there is a match, then create a new record in Invoices table with the Customer Name, Invoice #, Invoice Amount.  How can I set this up? Still learning Filemaker. In the Excel Import setup window in Filemaker, I can select ONLY one table - both for matching and for record creation/update. In my scenario, the match is on the parent table's fields while the records are being created in related table. How can I configure this?

Steps to reproduce the problem

Please see the issue description.

Outcomes