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Need to bulk upload CSV or PDf into multiple fields across multiple tables

  • 1.  Need to bulk upload CSV or PDf into multiple fields across multiple tables

    Posted 08-10-2018 16:20
    I have been hired by a company to improve their data entry process and I am looking for a way to pull data from customers' order sheets directly into Quickbase and have different parts of the form (data) go to different tables. Is this possible? If so, how would I go about implementing a mass upload of data from customer orders? Thanks


  • 2.  RE: Need to bulk upload CSV or PDf into multiple fields across multiple tables

    Posted 08-14-2018 20:13
    Have you reviewed the different import options?

    If you have a CSV file, this is relatively simple to accomplish and can either be updated manually or automated on a set schedule.

    I would likely set this up snyc table for all of the data, then distribute the piece of data to other tables using a table to table import, then set up an automation to run the table imports on a schedule.