How to schedule an automated process that exports data from QuickBase into a CSV file?

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  • Updated 2 years ago
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Original post:
  • Asked by Aric
  • a month ago

I am trying to automate the following process from start to finish:

Step 1:  QuickBase to automatically export a specific set of data into a CSV file and move the CSV into a Box account

Step 2:  A custom process to import the CSV file (created in Step 1) into a SQL Server Database

Step 3:  SQL Server to export a new CSV file into a Box account

Step 4:  QuickBase to read and import the new CSV file (created in Step 3) via its Webhooks functionality

My question is: Can QuickBase be setup to kickoff Step 1 on a reoccurring basis?

If not, what other alternatives might exist as a reliable workaround?
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Posted 2 years ago

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Zapier or Workato would allow you to setup a process like that.

Blake Harrison - DataBlender , Data Mixologist
QuickBase Solution Provider a month ago


Thanks for the quick response, Blake.  Darn, I was hopeful QuickBase (or a custom app within QB) could help automate Step 1.  While I have a technical background, I am new to QB and subsequently, attempting to learn all of its capabilities on the fly so-to-speak.  That said, I am definitely open to automating Step 1 outside of QuickBase, but only in a way that doesn't require additional costs.  That's too bad, because I would think QB would at a minimum offer tools that automate the process of exporting data from their system.  Thanks again.

There are opportunities to do this, you'll have to be creative.

Can you just webhook both ways with every record change?

Another $$$$ tool is this:

You can create reports that are CSV formatted, then you'd have to set up a way to grab that CSV report, rather than exporting the report. You could set up an email notification of that CSV report, but I think I tried that once and it dumped the data in the email instead of an attachment.

Oh, and for your original question, QB webhooks shouldn't update more than 10 records at a time.

Just to clarify that statement.  QuickBase is limited to firing no more than 10 Webhooks per second.  but if a webhook were to be the API_ImportFromCSV then 1 webhook could actually update or create lots of records as that just counts as 1 webhook firing.