Automate CSV Question
I'd like to get your input on an automated approach for importing CSV data into Quick Base. I receive CSV files via Gmail, and these files contain both customer and loan-related information. In some ...
Forum Discussion
I am using O365 to do similar things, you'd have to see how to do it with what you have available.
I use Microsoft's Power Automate to copy the email attachment to my Google Drive automatically. My Drive is synced to my PC, so the file is local. Once a day I have a .bat script open the file in Excel, then it runs an Excel macro to clean up the data and save it back in Drive, ready for QB to slurp up.
I hope that helps gives you a path.
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David Jung
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