Forum Discussion

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 ap...
APIs and custom code
App builders
Data import and export
EvanMartinez's avatar
EvanMartinez
Moderator
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?