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 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? 

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.

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.

Hi Surya,

Sync is a native functionality that we built and maintain to a specific list of services that doesn't include Sharepoint. So through that functionality Sharepoint isn't available. On the other hand it is possible for one of our Partners through custom coding to build an integration that would basically mimic the Sync that Quick Base built to draw data stored in an external service (in this case Sharepoint) into Quick Base through our API.

We don't have the functionality built out via our product but plugging into another product built out by a Partner they are able to provide similar results with other services. For example Workato has a Sharepoint integration that I am familiar with and I know other Partners have created similar functionality.

https://www.workato.com/integrations/microsoft_sharepoint+quickbase

Thanks Evan. Is there any documentation on those API calls that are used for the Sync functionality?

Hi Surya,

We do have our API guide that goes over the open APIs that are available in Quick Base that include the functionality to add records and edit records, etc. 

https://help.quickbase.com/api-guide/index.html

They don't go into the components of Sync which manage the actual integration with an outside service and handle moving the data itself from one to the other, that is where the custom coding comes into play. 

Aah! Now I see how it can be done.