Create records automatically in a QB table when an excel document is added in a shared drive or connected to the app or uploaded.

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Hello, I have a complicated ask. I need to create records in a QB table/form when an excel document is added in a shared drive or uploaded or connected to the applications somehow. The fields in QB app should be populated from the columns of excel file. Is there any way to achieve this task? 
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Raj Helaiya

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Posted 2 months ago

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Yes. You would use Connected tables. That's what that is meant for.
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Evan Martinez, Community Manager

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Hi Raj,

Surya is right the functionality for that is known as Sync of Connected tables. They draw information into a new Quick Base table from another source either in Quick Base or another service. This can include CSV files hosted on Drive, Dropbox, and others. You can find more details here at our help page on connected tables. I hope this information is helpful. 
(Edited)
Evan, I am confused. Either sharepoint is possible or it is not. How would a partner make it work if QuickBase doesn't support Sharepoint in the first place? What am I missing? And BTW, I am looking at the options for the data source for Connected tables, right now. Sharepoint is not one of them.
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Evan Martinez, Community Manager

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Hi Surya,

Sync is a native functionality that we built and maintain to a specific list of services that doesn't include Sharepoint. So through that functionality Sharepoint isn't available. On the other hand it is possible for one of our Partners through custom coding to build an integration that would basically mimic the Sync that Quick Base built to draw data stored in an external service (in this case Sharepoint) into Quick Base through our API.

We don't have the functionality built out via our product but plugging into another product built out by a Partner they are able to provide similar results with other services. For example Workato has a Sharepoint integration that I am familiar with and I know other Partners have created similar functionality.

https://www.workato.com/integrations/microsoft_sharepoint+quickbase


Thanks Evan. Is there any documentation on those API calls that are used for the Sync functionality?
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Evan Martinez, Community Manager

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Hi Surya,

We do have our API guide that goes over the open APIs that are available in Quick Base that include the functionality to add records and edit records, etc. 

https://help.quickbase.com/api-guide/index.html

They don't go into the components of Sync which manage the actual integration with an outside service and handle moving the data itself from one to the other, that is where the custom coding comes into play. 
Aah! Now I see how it can be done.