Forum Discussion

RSohan's avatar
RSohan
Qrew Cadet
1 month ago

How To Extract All Info from a Form into CSV File?

Hello all, I'm still very new to Quickbase, and I could use some help, please.

I need to be able to have Quickbase automatically extract all the customer information from a form into a CSV file once an application hits one of the "Approved" stages in the Kanban board, so we can then ideally FTP it to an external ERP. We can make is work with email, but FTP is ideal. This is an important part of the workflow. How can I do this?

Your help would be greatly appreciated. Thank you in advance.

Forms

1 Reply

  • Denin's avatar
    Denin
    Qrew Captain
    1 month ago

    Once the data is in Quickbase, you can get the data in many ways. There's no extra step to make it a CSV. You can just add this parameter to any report, and it will become a CSV link:

    https://{myrealm}.quickbase.com/db/{databaseID}?a=q&qid=11&dlta=xs

    So you could make a report and filter it to the approved records, then get it with a URL like this. You can also save a report as CSV in the report settings.

    If you need to put the CSV somewhere on a filesystem, it depends on your workflow. You could have some simple script to get the CSV on a recurring basis (like a cron job if you're using Linux or Task Scheduler on Windows) through QB API. Then similarly you can send it somewhere that way. The exact process depends on where you need to put/send it to.