I understood the way to import a csv file into a form. Works like a charm. Now I exported some invoicing data from our CRM system into 2 separate csv files: one for the invoice header information inv_header.csv , the second one for the invoice positions inv_position.csv. The link between both datasets is a column called invoice_number in the inv_position.csv.
Now the question, how can I import both csvs and end up with a form “invoice” which is linked to a form “invoice_positions” showing up the corresponding invoice position lines for every invoice? Or more generally: how to import a 1:n dataset to Tap Forms?
I think for this application, you should use the join relationship. Select the invoice_number as the reference fields. You have this field in the inv_header.csv file as well, don’t you?
Thanks, works perfectly. Although I find this a bit misleading not to select 1:n but “linking”.
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