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How to add data from a .csv file to existing Quickbase records

  • July 10, 2023
  • 0 replies
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I have a Quickbase table with data.  I have a .csv file that contains 2 fields (fields A and B):

  • Field A in the .csv is common to Field A in the table
  • Field B in the .csv is common to Field B in the table, but 
    • Field B in the table is currently <blank>

For every .csv entry, I want to find the record in the table that matches Field A.

For every match, I want to insert Field B from the .csv to Field B in the table/record. 

I tried to do this with with the "Import with CSV" pipeline but can't get the "Merge Field" to look at Field A.  It only allows me to choose a field that is not common to both the .csv file and the Table.  Any suggestions on which pipeline logic/channels/steps to use will be appreciated.



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Aaron B
ab1692@att.com
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  • Registered
  • July 10, 2023

You need to go to the field settings for Field A and set it to unique. Only then can it be used as a custom merge field for CSV imports.

It's also a good idea to check the box to check all current values are actually unique.



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gary
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