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Importing expense app data into Quick Base

  • 1.  Importing expense app data into Quick Base

    Posted 01-07-2019 17:02

    We
    are looking to find a solution for our expense management into Quick Base. We are looking for something to synch data from an expense management apps into Quick Base? Something like Concur, Expensify, ReceiptMatch (Spend Manager), or any similar program. 

    Currently our team has to scan in receipts, go into Quick Base and manually enter a record for each expense. This is difficult for the majority of expenses are while the employee is away from the office. We would like to start using an expense app to capture the data/image of the receipt, then import that data into a record into Quick Base. 


    We have our reports setup, we are looking for a bridge that can synch the data from the app to Quick Base if possible. 

     


  • 2.  RE: Importing expense app data into Quick Base

    Posted 01-07-2019 21:22
    The native Sync solution is to Create a "Connected table" and have the source be a CSV file in Box, Dropbox, Google drive or a SFTP file path.

    Here is some help text on Connected tales

    https://help.quickbase.com/user-assistance/adding_a_connected_table_to_your_application.html