I need to periodically import data from an Excel spreadsheet into a board. I can do that, but the difficulty is that one of the columns in the spreadsheet should be a Person column in the board and another should be a Contact column. I know the Excel import does not handle these columns.
I thought perhaps I could do an Automation to help with this, but I do not see a way that is possible, or am I missing something?
For example, let’s say I have a column that imports into a column “Owner Text” and it imports the name “John Smith”, and I have another column “Contact Text” that imports “Mary Jones”. These would be hidden.
Is there any way to have an automation that would look up the Person “John Smith” and set the “Owner Person” field to the “person” John Smith? And likewise, look up the Contact named “Mary Jones” and set the “Contact” field (of type Contact) to the Contact “Mary Jones”?
If not, any other ideas about how this could be accomplished?
I’d like to bulk import contract logistics that will recognise a client name (the list is in a separate table), recognise the name of one of our team and assign them, and the name of the account manager (in a dropdown column) within the table I am importing into.
Are any of these possible without having to create complex coding?
Hi @LynseyW - an option could be to use a connect board column in contract board to the account board, then mirror the account manager column back to the contract board.
Using a match automation on the contract board, when you import the data you can match the client name to the client board:
If you do not want the data mirrored from the client board, you will need to look at marketplace apps to copy a mirror to a local column or you could look into creating a simple make.com scenario to manage it.
Hope this helps!
Mark
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
4
Hi Lynsey,
It can be done with a 3rd-party app called the Advanced Formula Booster. If you don’t mind using a 3rd-party app, I’ll be glad to work you through the process. Simply let me know.
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