About
Lookup relationship custom fields can be used to create relationships between records. Standard objects, such as contacts, projects, and opportunities, need a specific format to import successfully.
In this Article
- User IDs
- How to Import Standard Object Information into a Lookup Field
- How to Import an Auto Number Custom Object Record into a Lookup Field
- VLOOKUP Functions
User IDs
If the lookup custom field is related to an Insightly user, instead of using the user's contact record ID, you need to use their User ID. If the field type is auto number, you will only need the record ID in the import file.
- Go to System Settings > User List.
- Select a user.
- The User ID can be found following UserDetails/ in the URL.
How to Import Standard Object Information into a Lookup Field
- Prepare your import file.
- Create a column in your import file for the lookup relationship custom field.
- Enter the following format for standard records: record ID;record name.
- Do not put any space between the record ID number and record name.
- Do not put any space between the record ID number and record name.
- Import the data into your account.
If you need to create a relationship between a record to a custom object record, it depends on the field type for the custom object's record name.
To check the format of the custom object's record name, go to the record's Details tab. The edit page shows what field type is used for the record name. Custom object records that use a text field for the field name need to use the record ID;record name format.
How to Import an Auto Number Custom Object Record into a Lookup Field
- Prepare your import file.
- Create a column on your import file for the lookup relationship custom field.
- Enter the following format for your auto number records: record ID.
- Import the data into your account.
VLOOKUP Functions
Vertical Lookup, also known as VLOOKUP, is a function that is used to search for a value in the first column of a range of cells and then return a respective value from any cell on the same row of the range. Use the resources below to learn more.