How to import (custom) service relation fields and link entities together

Owned by Thomas Speekenbrink
Last updated: Apr 09, 2020 by Jan Verlaan (Unlicensed)
1 min read

Overview

How to to automatically import (custom) service relation fields so I can link entities together

Solution

The custom table needs to have fields for linking the entities of type - Company relation; Contact relation; Project relation; Sale relation;

In the profile you need to map some of the fields like Company Number/Vat No from company; EmailID/ContactNumber from person entity. In the duplicate settings the check should be on the field mapped in that entity to skip if found. With this approach you can link entities and import data in custom tables.

For linking two tables in Custom tables, you need to have the field of type - Extra table relation. When importing through DataBridge, similar to above, you need to map columns to different tables. And have proper duplicate checks to avoid deduplications.