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Auto import an excel file

  • 1.  Auto import an excel file

    Posted 10-22-2018 14:21
    It there a way to have Quick Base point to a folder on a computer or server and recognize when there is a new or updated excel file and automatically import it into a specific table in my app?

    Then can Quick Base create a summary report based on that new data and upload it to a different table in the same app?


  • 2.  RE: Auto import an excel file

    Posted 10-22-2018 14:27
    Natively, there is Quick Base Sync which can upload CSV files (not Excel) every hour and add to the existing table.   

    But note, you cannot retroactively change a table to be a sync table and also be aware that once you go Sync, then you cannot add records manually, only by Sync.

    As for making a summary report and copying to another table alas, there is not a native way to automate that.