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How to properly import data with app references.

I want to import past customer purchase data to a podio app called customers that references products in another app.  It's important that my sales and customer support can see all past products each customer has purchased.  Any ideas?

Dale Slear

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The problem I found is that, when I import from Excel into an App a multiple item reference separate by a semicolon, Podio creates a new Item in the reference App which is the string resulting in concatenation of the different referenced items.

I try to explain better with an Example:

App "Colors" with Items "Red" and "Blue"

App "Clothes" whose fields are <Type> and <Possible colors>

If I import in "Clothes" an item "Shirt" with field <Possible Colors> whose value is "Red;Blue" (string that is normally exported to Excel), Podio will import the "Shirt" in "Clothes"and a new "Colors" item whose value is "Red; Blue" (space included!!!), instead of referencing the previous existing Colors.

I did not find any solution so far!

Luca

Luca CODELUPPI 0 votes
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A solution to this wold be awesome.  i tried importing multiple rows of the same title with different references in each, however, using the "key" funtion while importing, I am able to avoid creating multiple items, but I am unable to import multiple 

 

so i if i import,

App  "clothes" = shirt ,  Colors = "blue"

App "clothes" = shirt, , colors =  "red"

 

The end result is a clothes app  Shirt and Red.  The final item on the spreadsheet is used but the all others are ignored.  I believe it just used the last item on the spreadsheet.

Any other suggestions?

Howard Brown 0 votes
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Using Excel, I solved the problem making a Macro:

  • copy the Macro as written in the attached file in the WorkSheet Code (you must activate Macros and going on Development)
  • put the Active cell on the first cell having multiple Items
  • activate the "MakeList" Macro (to do this you can save a special Worksheet with macros *.xlsm to import Apps)

The Macro will build as many rows as are the items in the multiple items cell, letting just one item per row

Let me know!

Luca

Luca CODELUPPI 0 votes
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Howard, you have to pay attention if you import using the Key: it is a linker to uniqueness, so "shirt" is the unique item you can have with this name, so 35 lines of shirt will be reduced to just the last one, if you let on (dark color) the Key button during import.

My problem was different: having multiple choices on the same App reference, I do not obtain the same result if I export to Excel and I import back the same file: going out I have "Shirt" (<Cloth> field) and "Red; Green" (<Possible Colors> field as multiple choices), when I import back Podio builds for me a new <Color> in Colors App whose value is "Red; Green" (unique string), instead of giving me two different Categories (in Multiple choice)

ciao

Luca

Luca CODELUPPI 0 votes
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Can someone help clarify something for me? At the moment, I see no workaround.

So I have two applications, one called Events, showing our company's total events or brands. Next I have an application called Domains, where it lists all of our domains and I have an app reference to our events. The idea is that I want to be able to go to our Events Application, then see what domain names we have purchased for that series. 

Upon importing the excel file of our Domains, the Event Brand, I made sure that the import into the Domains Application would not create duplicate Events. This works, fine. However, the issue I am having is for some reason there is only one domain associated with each event. I know this may have something to do with Podio not having the functionality I am looking for. 

  1. If I choose to have it create more events in the Events App but not locking in the key for Events, then I will have copies of the same event in the events app, so this wouldn't help. 
  2. At the moment, I would have to go through hundreds of domains to manually associate them with our Events. 

Am I mistaken? Is there a way to do this? At the moment it looks like Podio does not allow you to. Where am I being confused?

Eric Davis 0 votes
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Hello Luca and Eric,

I don't know if this is what you are looking for but I had a similar problem and found a solution on this page: https://help.podio.com/hc/en-us/articles/201019618-Importing-from-Excel

According to the article you can import multiple unique items into a relationship field by using a semicolon (;) followed by a space break.

"If you'd like to import more than one value from Excel into a Podio field, you can use the semicolon (;) as the separator for these values. This works for Category fields, Contact fields, Relationship fields, and for Tags.

To separate Contact fields and Relationship fields, use a semicolon (;) in combination with a line break.

Example:

"test1@company.com; test2@company.com" - This adds two emails for the same contact or reference.

Whereas

"test1@company.com;

test2@company.com"

This adds 2 email addresses for two different contacts or references (because of the line break).

If you are importing multiple values into a relationship field, it is important that the field is linked to one app only. The import cannot handle multiple apps linked in the same field."

I hope it helps!

  • Damien (Podio user)
Damien Vaillant 0 votes
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Hey thanks!

That's really cool to be able to see you can do that. I don't know what it was, but I haven't had my problem again. I don't know if it was something I was doing or not doing correctly.

-Eric

Eric Davis 0 votes