how can you do a mass upload of new companies?

  • 0
  • 1
  • Question
  • Updated 3 years ago
  • Answered

I am trying to upload several new HOA companies but need to know how to do it in MASS.

Photo of Dotalee

Dotalee

  • 0 Points

Posted 3 years ago

  • 0
  • 1
Photo of Laura

Laura

  • 20 Points
The main way to upload a large amount of data is through the Import/Export link found either on your Home Page or the table-dashboard page.  This allows you to import an excel spreadsheet, csv file or use the copy/paste window to populate the import data.  You then have to map it to the QuickBase fields.

Remember, new records will automatically get a new Record ID#; but if the Key Field of your table is not the [Record ID#], then you will need to import unique values for each spreadsheet row into the Key Field.

It is very important that you also link your imported data to parent relationship records properly using either the Related Reference field or the Proxy fields for those relationships.

If you NOT the Administrator of your application, you should check with your Administrator first to make sure that a) you have permissions and b) you import the information to the right fields.  If you ARE the Administrator, and this is your first attempt, I strongly advise using the import process with just 1 record first to understand the steps (which is easily deleted if something goes wrong); before importing a mass amount of data.

Also a good practice is to backup/export the data from your table first to ensure that you have immediate access to the original data in your table should you accidentally overwrite any existing records.