Hi I'm pretty new to FileMaker and am struggling to find the best way to do this. I have several tables that need updating via data from a csv/xls that gets exported from JIRA (what we use for our project management and sales tracking solution). It takes the form of the below:
I have created separate person, product and client tables and I want the csv to add records if a new value exists in the csv. So if the next csv was listing a client C that doesn't exist in the client table, it would add a client C. Same behaviour for person and product. Not sure how to de-duplicate the entries, or stop it creating a record if it matches an existing one.
Each line in the csv represents an order, and my goal is to use FileMaker for management to manage the KPI's of the sales team (person) by looking at and storing notes on sale volume, generating some statistics automatically. The reason I thought filmmaker would be great for this is that I could set up an automatic script to run twice daily, so management would have a dashboard that was relatively up-to-date.
Wondering if this is possible, so far I have created a script that imports the csv using the right fields into one table, but not sure where to go from there.