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. ...
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The mid tech way is to set up a Sync table for these entries. Then Quick Base would check once an hour, but that may not be often enough for you.
I guess they are more formally called "Connected Tables".
https://help.quickbase.com/user-assistance/adding_a_connected_table_to_your_application.html
The source can be those three cloud sources or an FTP path. So, for example if the data is coming in from another system and you have some programmers they can may be set up some kind of automated process to extract the data from your Enterprise system convert to csv format, and put the file into FTP path. Quick Base can look every hour (or with Admin rights, you can push a button to also do ad hoc updates) and it will append in the first 10 CSV files it finds in that FTP path and then move them to a "Done" folder. Then next hour it will wake up again and repeat looking for up to 10 csv files to process.
I guess they are more formally called "Connected Tables".
https://help.quickbase.com/user-assistance/adding_a_connected_table_to_your_application.html
The source can be those three cloud sources or an FTP path. So, for example if the data is coming in from another system and you have some programmers they can may be set up some kind of automated process to extract the data from your Enterprise system convert to csv format, and put the file into FTP path. Quick Base can look every hour (or with Admin rights, you can push a button to also do ad hoc updates) and it will append in the first 10 CSV files it finds in that FTP path and then move them to a "Done" folder. Then next hour it will wake up again and repeat looking for up to 10 csv files to process.