Forum Discussion
EvanMartinez
7 years agoModerator
Hi Alec,
When data is imported into Quick Base our system attempts to match up the data coming in to field types and field names. Having names match exactly between fields in your Quick Base app and the spreadsheet to be updated is actually one of the best ways to help the Quick Base system line up the fields in your app and your import. The import process does not default to lining up the fields from the import to the order of the fields in Quick Base since they could be very different data types but uses names to help it guess the right fields to match. Unfortunately, since it is only trying to help line them up it isn't always able to make matches between incoming fields and source data. In those instances it will either try to find something close in data type to suggest or it will suggest creating a new field or not including a column in the import at all.
In those instances users running the import do have to make manual decisions to help pick up where Quick Base isn't able to match fields up. Having matching names in your import file will help with the fields matching up though and should get the correct fields lined up for you. I usually recommend that users double check the field mapping on an import to be sure they are matching up correctly before submitting an import just to be sure. I hope this information is helpful Alec.
When data is imported into Quick Base our system attempts to match up the data coming in to field types and field names. Having names match exactly between fields in your Quick Base app and the spreadsheet to be updated is actually one of the best ways to help the Quick Base system line up the fields in your app and your import. The import process does not default to lining up the fields from the import to the order of the fields in Quick Base since they could be very different data types but uses names to help it guess the right fields to match. Unfortunately, since it is only trying to help line them up it isn't always able to make matches between incoming fields and source data. In those instances it will either try to find something close in data type to suggest or it will suggest creating a new field or not including a column in the import at all.
In those instances users running the import do have to make manual decisions to help pick up where Quick Base isn't able to match fields up. Having matching names in your import file will help with the fields matching up though and should get the correct fields lined up for you. I usually recommend that users double check the field mapping on an import to be sure they are matching up correctly before submitting an import just to be sure. I hope this information is helpful Alec.
QuickBaseCoachD
7 years agoQrew Captain
... a good trick is to export your data (once) from Quick Base (run a table report and "Save as Spreadsheet"). Then copy and paste those columns headings into your Excel import template for the the field names match exactly.