Import/Export from Report

Question

Hello! I am having some difficulties import/exporting from a QB report. This functionality only seems to be available in the Table Homepage, however that does not work for my use case. I need to be able to work offline in an Excel CSV file on specific fields, and then be able to import those fields (associated to a project ID) into my Table. I have over 700 fields in my Table, but the Excel CSV will only have around 40 fields/columns that require updating.

When I try to import/export from my Report, that functionality is not available. When I try to import/export from the Table Homepage, I end up exporting all 700 fields/columns, making it really difficult to work on the records offline.

What is the best way to solve this problem statement? Thank you in advance!

Best answer by hueyal

You can use your custom report (with 40 fields you need) to export the data, then use the default table report to import the data.

The Import/Export menu item doesn't display on the custom report; however, there is a download icon (see attached icon circled in red).

When you import the updated data from the table home page, only the columns in the csv will update.

hueyal · Accepted Answer

You can use your custom report (with 40 fields you need) to export the data, then use the default table report to import the data.

The Import/Export menu item doesn't display on the custom report; however, there is a download icon (see attached icon circled in red).

When you import the updated data from the table home page, only the columns in the csv will update.

mrmorten · Answer

Thank you, this worked! I needed to bring over the Project ID into the custom report for the report download. Success import into the default table report, thank you!

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