Bulk Import to Contact Field
Hey guys!
I was trying to bulk import items to an app called Vendors, where I have a Contact field for "Vendor Owner" ,which is shared with workspace members. When I import the data the field is empty. I tried with names and email but neither option work, although the users are members of the workspace. The type of user does not seem to be the reason as I could not assign the items to admins neither.
How do I mass import to this field? This is very important as this is the only field I can use to build the workflows I need on Globflow.
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How are the contatcs separated in the cell in Excel? You have to separte them this way:
Importing multiple values from Excel
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).
https://help.podio.com/hc/en-us/articles/201019618-Importing-from-Excel -
That should be no problem. If you do it this way (screenshots) and it still doesn't work, submit a support ticket: https://help.podio.com/hc/en-us/requests/new
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Hi Andy,
My apologies, and please excuse the lateness of our reply here to you.
Was this covered under our guide for using the import feature? You can review this here - https://help.podio.com/hc/en-us/articles/201019618-Importing-from-Excel
As for "bulk" editing, there are some custom programs available. One of those can be found here - https://momentumtools.io/hc/podio-bulk-edit
Let us know if you have any more questions about this.
Best,
Dana - Podio
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