RameshSingh
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Joined 3 years ago
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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 cases, a single customer may have multiple loans. My objective is to automatically create separate tables for customers and loans in Quick Base. While I'm aware of the manual process, which involves downloading the CSV, splitting it into two separate files (one for customer data and another for loans), and then uploading these into Quick Base, I'm wondering if you have any suggestions or ideas for automating this process. Your insights would be greatly appreciated. Thank you for your assistance. ------------------------------ Ramesh Singh Ramesh ------------------------------16Views0likes2CommentsGmail question
Hello, I want to create a gmail connection to quickbase table. The format remains same for all the emails. The blocker is that I recieve a table in gmail with bunch of records. Few of these records are highlighted. I only want the highlight records to be moved in quickbase. Any ideas regarding the workaround. Thank you! ------------------------------ Ramesh Singh Ramesh ------------------------------4Views0likes0CommentsRe: Quickbase Reminder Help
But the start date and end date is already having values.These accounts have start date and end date. I was looking in a way to remind every week between start date and end data to stakeholders. I thought this was possible in QB, but couldn't see anywhere. ------------------------------ Ramesh Singh Ramesh ------------------------------14Views0likes5CommentsPipeline help
Does a pipeline still update records when it errors out for unique fields. I am having hard time to figure. I am using Json to paste the records from report in parent table to create new records in the target child table. But it was creating duplicate records every time I ran. So I decided to make an ID field in target table as unique and mapped it to record id field of parent table. I ran it the first time it was smooth but second it gives me error 51. I just want the pipeline to update exisiting records in the report and creates new ones if they show up in the report. Any ideas regarding it? ------------------------------ Ramesh Singh ------------------------------16Views0likes1CommentJson code not mapping
I have a quickbase pipeline which starts fetch json, prepare bulk upsert,iterate over json records, for each it needs to add a bulk upsert row and last step E is commit upsert. But seems like it doesn't add a bulk upsert output. My json schema is { "type": "object", "properties": { "Company Name": { "type": "string" }, "Company Id - Collection Status": { "type": "string" }, "Days Past Due": { "type": "integer" }, "BANK_ID": { "type": "string" }, "Company Id (ref)": { "type": "string" }, "Balance Past Due": { "type": "number" }, "Credit Line Amount": { "type": "number" }, "Last payment date": { "type": "string" }, "Last payment amt": { "type": "number" }, "LAST_PAYMENT_STATUS": { "type": "string" }, "Company Level - Notes": { "type": "string" }, "Notes": { "type": "string" }, "Admin name": { "type": "string" }, "Admin Phone Number": { "type": "string" }, "Admin email": { "type": "string" }, "DIVVY_GROWTH_EXECUTIVE_NAME": { "type": "string" }, "COMPANY_BILLING_CYCLE": { "type": "string" }, "COMPANY_PAYMENT_TERMS": { "type": "string" }, "ADDRESS_LINE_1": { "type": "string" }, "CITY": { "type": "string" }, "STATE": { "type": "string" }, "POSTAL_CODE": { "type": "string" } } } Let me know if you could help ------------------------------ XYZ XYZ ------------------------------2Views0likes0Comments