CSV connection to OneDrive / Sharepoint
Hi. Are there any plans to implement connections to OneDrive / Sharepoint? It's gonna be soon the only option to use cloud storage inside our corporate infrastructure, so automated update will become ...
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I third this! I have loads of clients that just want to put stuff up on Sharepoint and either reference or have an auto upload from a CSV file. I really don't like having to say that this basic office software is not integrated and that they will have to use Zapier or Workado. It is just such a basic thing. :(
- It would be magic to just have this as a nice native sync like Box/GDrive. I feel like this holds some of my clients back from using quick base, and is always on of those pain points for me as a developer.
- Hi - was wondering what kinds of data is needed for SharePoint and what would a good "Use case" be? We develop add-ons for Quick Base and would like to implement this kind of functionality into our roadmap. Thanks :)
- Ok, examples that I have had clients ask for have been things like, if an image or PPT is loaded into a file, a link to that file appears in a table in QB (logging what is in each file on Sharepoint essentially).
Some have wanted a file to auto attach to a record in QB. Other have wanted an Excel sheet to auto import when placed into a SharePoint file, to create new records or update to a table in QB. Some have wanted documents to update fields with text for a help page or job description if they were loaded into a file on SharePoint.
I have others, but this kinda gets the gist.- Now that Pipelines is here I'm hoping it will be possible with that - although I haven't done it yet.
Otherwise, I currently use MS Flows to automatically get Excel files into Quick Base.
Here's my flow:
Task Scheduler on a PC somewhere
MS Flow trigger is a new CSV in a particular SharePoint folder.
MS Flow will then copy the CSV to a particular Google Drive folder.
Quick Base sync will read in that CSV.
To get Excel into CSV in the first place, you can either use an MS Flow to convert a table in an Excel file to CSV, or run Task Scheduler on a computer to run some Excel macros to convert whatever range to CSV.
I agree, it would be magic to just have a native sync like Box/GDrive.... please make this happen Quick Base.
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Matt NZ
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