Import relational data into Quick Base

If the primary and foreign keys are already a part of the data in excel, then it is just a matter of making those fields the Key Field in Quick Base.  

If you want to use the default primary keys created in Quick Base (Record ID#), then you need to upload the parent records first, export them back to excel to get the Record ID#, then use a vlookup to pull the record ID # from the parent record into the child table data.

Hi Manish, 

There is a simple way to do it.

https://help.quickbase.com/user-assistance/setting_the_key_field.html

If you want, you can designate another field in a table as the key field. Of course this must be a field that contains unique values. The advantage to choosing a different field, is that it might contain a value that's more meaningful than an arbitrary number. For example, fields like Part Number, Account Number or Employee ID#, Project Number, Customer ID,.... usually work well. (If you'd prefer, you can make the key field a text type field instead of a numeric field.) When you create your own key field, Quick Base displays it as a required field on the table's entry form.

Select in each table the Key filed you want to use in the future, and it lets you to update the data from another external source of data without create new records, because the system detects that the data has already this Key field, so instead of create the new record QB updates the existing ones and only create the new ones if the Key field does not match with the resident records.

In my case I am keeping the data continually updated with another database, so all my tables use the Key fields I wanted ( I hardly use the Record ID# it is not meaningful for me), it is easier to make relationships if you know the meaning of each key field.

I will tell you my case, for the project Table I select the project number 


Remember to make this key field Required and Unique in the settings of the Field.



If you are not sure , make a copy of you app, change the key in the copy and see how it works before to make it in the real working app.

I hope it helps.