How can I import records with multiple subsidiaries? I've seen a solution where you can include a pipe in between values, but this is not working for me..
Any ideas?
s
scottvonduhn
08/15/2023, 3:35 PM
Are the multiple subsidiaries in a multi-select field? If so, you can use the pipe between then (or you can override the delimeter and use any other character, too) but the big problem I have found is that I needed to use the full hierarchy name for each subsidiary, not just the non-hierarchy name, for example:
Top Level Sub : Secondary Sub 1 : Tertiary Sub 4|Top Level Sub : Secondary Sub 2 : Tertiary Sub 5|Top Level Sub : Secondary Sub 3
scottvonduhn
08/15/2023, 3:36 PM
I did this recently, and that was the format that worked for me, though actually I used ^ for the delimiter instead, because the name of our subsidiaries have pipes in them.
j
JC
08/16/2023, 3:26 AM
Thanks. It ended up working for me, not sure how but eventually not doing anything different it just worked