Direct CSV to Excel Template

Question

Hi,Im starting to get really sick of updating a standard client excel report manually. I was wondering if anyone knew of a way to use a button to have QB automatically import rows into a spreadsheet which feeds the back end of------------------------------GMacri------------------------------

donlarson · Answer

G.Use the Juiced Tech XL Docs tool.https://www.juicedtech.com/xl-docsI have clients using it and they love it.&nbsp;------------------------------Don LarsonPaasporterWestlake OH------------------------------

ryanstanford1 · Answer

Looks like you didn't finish your thought here, can you please clarify?------------------------------Ryan Stanford------------------------------

tonyaratliff_ga · Answer

Did you ever get an answer to this? I am unable to buy an addon to my company's QuickBase account. I would really like to know how I can do this without having to purchase something.

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Tonya Ratliff Garrison
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giuseppemacri · Answer

If you have no PHI into your data, you can use the web connections data output feature in Excel to pull reports down. the URL you use is the one for the report itself. Then anytime you run your excel table, itll make a web call and pull your data down.

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GMacri
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markshnier__you · Answer

Tonya,I have not done this myself, but here are some clues.&nbsp; Please post back if you get it working.http://www.kimgentes.com/worshiptech-web-tools-page/2010/8/18/web-connecting-csv-files-as-external-data-to-excel-spreadshe.html~~~~~~~~~~~~~~~~~~~~~&nbsp;The text below was form an old Forum posting Hi Robin, I had the same issues as you: authentication, additional column data, etc.  I got around this by: 1/ my URL included a usertoken, options set to tsv 2/ in Excel, I defined my data query as "From text" and pasted the URL, then reviewed the properties  Here is an example:  https://yoursite.quickbase.com/db/YOUR_DATABASE?act=API_GenResultsTable&amp;usertoken=YOUR_USER_TOKEN&amp;options=tsv&amp;qid=YOUR_QUERY_ID  This pulls the data right into the designate area in the spreadsheet.&nbsp; I pulled 500 rows without truncation.&nbsp; Hope that helps.  ------------------------------ Dean Robson------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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Direct CSV to Excel Template

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