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RajHelaiya's avatar
RajHelaiya
Qrew Captain
7 years ago

Create records automatically in a QB table when an excel document is added in a shared drive or connected to the app or uploaded.

Hello, I have a complicated ask. I need to create records in a QB table/form when an excel document is added in a shared drive or uploaded or connected to the applications somehow. The fields in QB app should be populated from the columns of excel file. Is there any way to achieve this task? 
APIs and custom code
App builders
Data import and export
  • SuryaExpert's avatar
    SuryaExpert
    Qrew Assistant Captain
    7 years ago
    Yes. You would use Connected tables. That's what that is meant for.
  • EvanMartinez's avatar
    EvanMartinez
    Quickbase Staff
    7 years ago
    Hi Raj,

    Surya is right the functionality for that is known as Sync of Connected tables. They draw information into a new Quick Base table from another source either in Quick Base or another service. This can include CSV files hosted on Drive, Dropbox, and others. You can find more details here at our help page on connected tables. I hope this information is helpful. 
    • RajHelaiya's avatar
      RajHelaiya
      Qrew Captain
      7 years ago
      Hello Evan, what if the file is stored on a share point site, with a company single signon integrated? Does connected tables work in that case? 
    • EvanMartinez's avatar
      EvanMartinez
      Quickbase Staff
      7 years ago
      Unfortunately Raj Sharepoint is not one of the services that we have available through Quick Base Sync. In that instance it would typically require a Partner to help build an integration between the sharepoint site and Quick Base.
    • SuryaExpert's avatar
      SuryaExpert
      Qrew Assistant Captain
      7 years ago
      Evan, I am confused. Either sharepoint is possible or it is not. How would a partner make it work if QuickBase doesn't support Sharepoint in the first place? What am I missing? And BTW, I am looking at the options for the data source for Connected tables, right now. Sharepoint is not one of them.