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Delete records while adding the records via import from CSV

  • 1.  Delete records while adding the records via import from CSV

    Posted 06-17-2020 09:52
    Hi 
    I am importing some date from csv through import from file functionality. while adding the records in this attached step, is there any functionality which i can implement in such a way...i should be able to select the records from the excel for them to be on QB table.
     


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    Gowtham Vemuri
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  • 2.  RE: Delete records while adding the records via import from CSV

    Posted 06-18-2020 09:20
    Hi Gowtham,

    There is not a way to upload an entire spreadsheet into Quick Base and then go back to select which lines of the spreadsheet you wish to import into Quick Base. For that you would want to go through your spreadsheet before the upload and clean your data. Once the upload is set up and running in Quick Base you can leave out fields/columns from the import but not records. I hope this information is helpful.

    If being able to better manage which records are getting uploaded into Quick Base would be helpful I would suggest leaving that as feedback on our User Voice. User Voice is a tool our product team uses to help track interest in new features and enhancements to existing features. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials. If you have any trouble signing in directly with the URL going through the Feedback tab on the My Apps page most often resolves them. If you do decide to share this feedback, if you post a link back here in this community thread if there are other community members with the same need they can vote to show their support.

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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  • 3.  RE: Delete records while adding the records via import from CSV

    Posted 06-18-2020 10:00
    One approach that I just thought of would be to import the CSV Into a temporary table in your app and then push a button to run a save table to table import from the temporary table into your real table. The save table to table import would have filters which would allow you to control which records past the final hurdle to get into your real data.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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