How to add data from a .csv file to existing Quickbase records

Question

I have a Quickbase table with data.&nbsp; I have a .csv file that contains 2 fields (fields A and B):

Field A in the .csv is common to Field A in the table
Field B in the .csv is common to Field B in the table, but&nbsp;

Field B in the table is currently &lt;blank&gt;

For every .csv entry, I want to find the record in the table that matches Field A.
For every match, I want to insert Field B from the .csv to Field B in the table/record.&nbsp;
I tried to do this with with the "Import with CSV" pipeline but can't get the "Merge Field" to look at Field A.&nbsp; It only allows me to choose a field that is not common to both the .csv file and the Table.&nbsp; Any suggestions on which pipeline logic/channels/steps to use will be appreciated.
------------------------------Aaron Bab1692@att.com------------------------------

gary1 · Answer

You need to go to the field settings for Field A and set it to unique. Only then can it be used as a custom merge field for CSV imports.
It's also a good idea to check the box to check all current values are actually unique.

------------------------------gary------------------------------

aaronb · Answer

Gary,
You probably found my issue.&nbsp; Unfortunately, I also just realized I have some non-unique records in that field.&nbsp; I have several thousand records so trying to figure out the exact culprits might take me a minute.&nbsp; Hopefully once I resolve the non-unique issue, I'll be able to proceed with your solution.Thanks.

------------------------------Aaron Bab1692@att.com------------------------------

gary1 · Answer

My preferred way to quickly check duplicates is to dump the CSV into Excel and use the formula below. A:A should be the column with potential duplicates, and A1 should be your first row of data in the same column.&nbsp;
=COUNTIF(A:A,A1)&nbsp;
The result will show how many instances of duplicates each value has. You can then filter the list to show all values that are not "1" to see your dupes. I prefer using this over (or before) Excel's "remove duplicates" because it shows you the dupes first in case you wanted to review.------------------------------gary------------------------------

aaronb · Answer

Wow!&nbsp;&nbsp; That excel tip you provided just helped me uncover something we weren't aware of.&nbsp; This .csv was supposedly a list of "Unique" identifiers in the column but with the thousands of entries, nobody realized there were dozens of duplicates.Thanks so much for that additional suggestion.Once I get that problem fixed, I'll be able to get back into fixing my original issue.

v/r....Aaron------------------------------Aaron Bab1692@att.com------------------------------

aaronb · Answer

A quick update on the custom merge field issue......I could not get that field to show up by changing the property to 'unique'.&nbsp; I had to also make it the 'key' field for that table.&nbsp; Once I did that, I was able to select it as the merge field.
Regardless, your suggestion brought me to a working solution.&nbsp;&nbsp; Thanks.------------------------------Aaron Bab1692@att.com------------------------------

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How to add data from a .csv file to existing Quickbase records

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