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Question

Key fields for integration

  • June 8, 2020
  • 0 replies
  • 41 views
Hi All,

We are validating an integration for QB with another live system. There would be two-way data sync between both the systems. I would like to know how to configure the key fields which would allow new records to be created in QB as well as imported from external system.

Let's assume the two tables as Projects and Tasks. I can think of two options to configure the key fields:

1) Use Record ID's in both the tables as key fields
2) Use Project ID and Task ID as key fields

For the first option, while importing the data from external system on daily basis, how would the task records relate to the corresponding project. Whereas for the second option, while creating new records in QB, how can we default the values as those can't be entered by user.

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Ishan
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  • EvanMartinez
  • Community Moderator
  • June 9, 2020
Hi Ishan,

For your integration what method are you using for the import? Are you using an API call to ImportFromCSV or Pipelines or another method? Typically if you make the Project ID and Task ID fields your key fields and you go to import if those fields are blank or contains a value that doesn't have a record upon an import then Quick Base will instead generate a new record. Then if it matches an existing record anything you import will be overwritten.

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Evan Martinez
Community Marketing Manager
Quick Base
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