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Question

import and update existing records

  • June 12, 2018
  • 0 replies
  • 94 views
  • EHEH
  • Quickbase Alumni
I need to import records from excel on a daily basis. I need QB to update the existing records if the claim number is the same ( existing Vs imported). However for all the other records that entered manually ( not imported) there will be sometimes same claim ID or sometimes blank ( not unique). I'm not sure how to resolve this issue as the Claim ID in this case will not be unique and can't be set as a key field? any another idea how to resolve this?
    This topic has been closed for replies.

    It is possible to set the key field to be a formula field. Is there some combination of the Claim number and another field which WOULD be unique? If so then that could work to create that Key field in both QuickBase and also as part of your excel import.
    EH,

    I am doing a similar process with claims and we created a key with a formula field. I am not sure if you solved for it but I thought I could just let you know.
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