Delete records while adding the records via import from CSV
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Gowtham Vemuri
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Forum Discussion
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Gowtham Vemuri
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9 Replies
- Hi Gowtham,
There is not a way to upload an entire spreadsheet into Quick Base and then go back to select which lines of the spreadsheet you wish to import into Quick Base. For that you would want to go through your spreadsheet before the upload and clean your data. Once the upload is set up and running in Quick Base you can leave out fields/columns from the import but not records. I hope this information is helpful.
If being able to better manage which records are getting uploaded into Quick Base would be helpful I would suggest leaving that as feedback on our User Voice. User Voice is a tool our product team uses to help track interest in new features and enhancements to existing features. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials. If you have any trouble signing in directly with the URL going through the Feedback tab on the My Apps page most often resolves them. If you do decide to share this feedback, if you post a link back here in this community thread if there are other community members with the same need they can vote to show their support.
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Evan Martinez
Community Marketing Manager
Quick Base
------------------------------- One approach that I just thought of would be to import the CSV Into a temporary table in your app and then push a button to run a save table to table import from the temporary table into your real table. The save table to table import would have filters which would allow you to control which records past the final hurdle to get into your real data.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hey Mark,
I've had varying degrees of success with this temporary table approach, usually less so when dealing with larger data sets. I've been using automations to try and mark records back and forth so that reactions can drive whether records are copied over.
For example (each step is a separate automation):
Step 1: data drops into a temp table (this step is a Pipeline/MS Flow step)
Step 2: the target table reacts to this and marks any "legacy records" already living in the target table by using a formula field, that concatenates 3 other fields and comparing to a field in the target's key. The target table uses this concatenated field as it's key.
Step 3: the temp table will then react and mark records that match in the target table, then delete itself. (This step fails on data sets larger than 1000)
Step 4: run a table to table import from temp to target on a schedule after all of those records have finished marking and deleting themselves. These existing records should be unique. (This step fails on data sets larger than 1000)
Step 5: Uncheck all Legacy checkboxes in the target table on a schedule. (This step fails on data sets larger than 1000)
Maybe I'm making this too complicated, but since this works on data sets smaller than 1000, it feels like I'm missing a simple way to make it all work. In reading your response, I'd love to understand how to "push a button to run a save table to table import from the temporary table into your real table". Since my attempt at automating this task is not working well, maybe a manual approach with actual working steps like yours would be a better place for me to work from.
Any help is greatly appreciated!
Marc
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Marc Barry
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