How to import Project Members

Owned by Thomas Speekenbrink
Last updated: Sept 04, 2019 by Jan Verlaan (Unlicensed)
2 min read

Overview

This article describes how to import Project members with DataBridge.

How to

The following Project member fields can be mapped:

  • Person ID
  • Project ID
  • Comment
  • -Helper-
  • Function

NOTE: When you import Project Members without Comment or Function a dummy field must be linked.

Why is this:

Project Member is slightly different than the other SuperOffice entities. This is because strictly speaking it is not a real entity. It is a link table between Project and Person.

When you have a Project and a Person in one line in the import file, you can make this person a project member. To do so you have to at least link one field of the Project member fields.
The -Helper- field comes in handy here. Because Project member is a link table you do not always have to link fields of a project member. But you do have to indicate that it is a project member. If you do not have the Comment or the Function field you can link any random column to -Helper-. This field has no function except to tell DataBridge: this is a project member.


Below are 2 examples. One where the Function field is filled in and another which is empty. In this last example the -Helper- needs to be filled in.