import and update existing records
I need to import records from excel on a daily basis. I need QB to update the existing records if the claim number is the same ( existing Vs imported). However for all the other records that entered m...
Forum Discussion
It is possible to set the key field to be a formula field. Is there some combination of the Claim number and another field which WOULD be unique? If so then that could work to create that Key field in both QuickBase and also as part of your excel import.
I suggest that you post this as a new question with a more complete description.