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Question

Is it possible to create a new record from a CSV import

  • May 18, 2017
  • 0 replies
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I have an orders table connected via a CSV file. My goal is to drop a CSV file in every day from an ordering system and create a new installation from each new order. I have the refresh fields set up as Branch #, Order # and Order Line# to filter out certain criteria.

I am thinking that I am going to want to setup a webhook to post a new record in the installation table when a new Order# is created. I am also going to want to populate fields in the new installation entry from the Orders Table like project type, salesman name, etc
If someone can confirm that I am on the right track in my thoughts, I will move on with this creation

Thanks in advance

You could probably simplify and just use the brand new QuickBase Actions instead of webhooks, assuming the Installations table is also in QB.

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  • May 18, 2017
Yes, I forgot that was there and already have it working...thanks for the response