Question
Need to bulk upload CSV or PDf into multiple fields across multiple tables
I have been hired by a company to improve their data entry process and I am looking for a way to pull data from customers' order sheets directly into Quickbase and have different parts of the form (data) go to different tables. Is this possible? If so, how would I go about implementing a mass upload of data from customer orders? Thanks
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+15Have you reviewed the different import options?
If you have a CSV file, this is relatively simple to accomplish and can either be updated manually or automated on a set schedule.
I would likely set this up snyc table for all of the data, then distribute the piece of data to other tables using a table to table import, then set up an automation to run the table imports on a schedule.
- https://help.quickbase.com/user-assistance/index.html#Connecting_to_a_folder_of_csv_files.html?Highl...
- https://help.quickbase.com/user-assistance/index.html#about_quick_base_automations.html
If you have a CSV file, this is relatively simple to accomplish and can either be updated manually or automated on a set schedule.
I would likely set this up snyc table for all of the data, then distribute the piece of data to other tables using a table to table import, then set up an automation to run the table imports on a schedule.
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