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Question

Create records automatically in a QB table when an excel document is added in a shared drive or connected to the app or uploaded.

  • October 10, 2018
  • 0 replies
  • 135 views
Hello, I have a complicated ask. I need to create records in a QB table/form when an excel document is added in a shared drive or uploaded or connected to the applications somehow. The fields in QB app should be populated from the columns of excel file. Is there any way to achieve this task? 

    • SuryaExpert
    • Registered
    • October 10, 2018
    Yes. You would use Connected tables. That's what that is meant for.
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    • EvanMartinez
    • Community Moderator
    • October 10, 2018
    Hi Raj,

    Surya is right the functionality for that is known as Sync of Connected tables. They draw information into a new Quick Base table from another source either in Quick Base or another service. This can include CSV files hosted on Drive, Dropbox, and others. You can find more details here at our help page on connected tables. I hope this information is helpful. 
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