Data Shuttle - How To
I am new to Data Shuttle and am looking for some guidance. Here's what I'd like to do:
1) Extract a subset of activities from my Project Plan - I've created an Offload Data Shuttle to do this. However, I am manually adding fields to this file that are not in the source file but need to be populated in the target Smartsheet.
2) Read the Offload csv file and ADD these records to another Smartsheet. The target Smartsheet should create a new Action ID as each record is created. I created an Upload Data Shuttle and ran it once but if I try to run it again to "ADD" more records it wants a unique key. The Action-ID doesn't get created until the record is created. So with each run I want to append to the target Smartsheet new records.
How do I ADD records without having a unique ID?
How do I populate columns into the receiving Smartsheet that are not in the source Smartsheet. For example: Issue Type will always be value "Project", Status will always be value "In Progress", etc. Currently I am manually adding these columns to my csv file.
Any help would be much appreciated or if you know of a training course or video that will show this scenario.