How do I add records from an Excel file?
I am working on bringing in a tool list from Mastercam into QB. I have formatted a report template that mastercam uses to output the list. the list can be saved in various formats, excel being one. ...
Forum Discussion
Lets start with low tech and go from there.
You can directly manually import a CSV file or an xlsx Excel file. Just click the table and then look for import export at the right and then go from there.
You will find that it is way way easier to do this on a manual repetitive basis if you can have the fields named so as to exactly match the Quick Base field names. One way to get the field names is to run a regular list all type report with all the fields to get the field names and then use the More button at the top right to "save as spreadsheet". The top row will be your field names.
You can directly manually import a CSV file or an xlsx Excel file. Just click the table and then look for import export at the right and then go from there.
You will find that it is way way easier to do this on a manual repetitive basis if you can have the fields named so as to exactly match the Quick Base field names. One way to get the field names is to run a regular list all type report with all the fields to get the field names and then use the More button at the top right to "save as spreadsheet". The top row will be your field names.