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Question

Way to bulk upload files and attach to specific records?

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Is there any native way (I'm thinking using Pipelines?) to bulk upload files and attach to records. Not sure how this would work, as I need to somehow associate each file to a record ID...

One thought I had, perhaps there is a way to bulk upload files and have them each be created in a new record? if I could do that, I also have some ideas of how I could make things work.

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Mike Tamoush
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  • MattHardy
  • Registered
  • March 9, 2022
Are you open to uploading to a cloud storage provider to initiate the process?

  1. Create folder with a name you can use to link to a specific record. Could be [Record ID] or something more user friendly like a job name?
  2. Trigger pipeline on new file
  3. Search through each file, attach to QB and relate using the folder name​


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Matt Hardy
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