Moving Data From ""Legacy"" App To A New App
Ok, so this is a bit of a sticky situation. I started working in QuickBase about 3 years ago on a shoestring budget and with nothing more than a graphic design background. As you can imagine it was a ...
Forum Discussion
If you have existing records where the key field is the Record ID# I suggest that you get a dump of the record ID# field and the Contact name form Quick base into excel.
Then you say that you have additional contact info to import into the same contacts. So maybe you only had the name before and how you have say Tel#s and email fields too, but you do not want to duplicate your contacts.
So then using VLOOKUP on your data records to be imported, coax the record ID# into your data records. (be sure to use the .....,false) option at the end up the vlookup to get an exact hit on name and not just one that is "close".
Then import those records and they will not duplicate if you map the record ID# into the Record ID# field in Quick Base.
Post back if you have questions or have not used VLOOKUP before.
Then you say that you have additional contact info to import into the same contacts. So maybe you only had the name before and how you have say Tel#s and email fields too, but you do not want to duplicate your contacts.
So then using VLOOKUP on your data records to be imported, coax the record ID# into your data records. (be sure to use the .....,false) option at the end up the vlookup to get an exact hit on name and not just one that is "close".
Then import those records and they will not duplicate if you map the record ID# into the Record ID# field in Quick Base.
Post back if you have questions or have not used VLOOKUP before.