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Importing address info from a large spreadsheet and then creating address field -Step by Step?

  • 1.  Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 13:24
    I've been trying to make this work, using this old link on the web which unfortunately has the picture links broken, so the story is still fuzzy to me.  

    https://www.quickbase.com/blog/migrating-existing-location-data-to-new-intuit-quickbase-address-fiel...">https://www.quickbase.com/blog/migrating-existing-location-data-to-new-intuit-quickbase-address-fields">https://www.quickbase.com/blog/migrating-existing-location-data-to-new-intuit-quickbase-address-fiel...

    I'm not getting anywhere and hope you can help.  One immediate issue is that when I do the import, I attempt to assign the first column to "record ID" as the article states, and end up always getting an error message.  Also, I'm not understanding how to create and label the address sub-fields I guess.  Do you have another link that I could use that is similar to this one, a step by step "For Dummies" (!), which does have some screenshots connected to it that I could reference?

    Thank you for any help!  My spreadsheet has about 6000 addresses and I have to be able to import them and make the google maps function work for me to be able to use QB.  I'm very new to the software.... 4 days.  


  • 2.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 14:09
    Hi Mark,

    When you are importing in this list of addresses into a spreadsheet are these supposed to be entirely new records or are they supposed to be updating records that already exist in Quick Base? If you are just importing in entirely new records you do not need to have a Record ID# field, Quick Base will import those new records in and assign them a record ID manually if you do not include it in the import. Otherwise if you are importing to update existing records you would want to include the Record ID of the records to be updated.

    You will get a pop up message anytime you set an import to include the key field of your table just warning you that if you are importing in with a Record ID it will update existing records. That is just a warning to make sure the import is intentional and to prevent someone from accidentally picking the Record ID# when doing an import and overwriting the wrong records. 

    Does your address field exist already in your table? If it does not I would suggest to create your address field first as that will make importing data in much easier. Then from there you would want to make sure your spreadsheet is broken up to line up with the address sub fields so essentially a column for street address 1, street address 2, country (If it is set to international) city, state, zip. This way when you go to import you can set the fields to line up as you need them to. It should look something like the image below when importing in.

    ">https://d2r1vs3d9006ap.cloudfront.net/s3_images/1765565/29283-7o1lto_inline.png?1544018722">

    This way each column in my import is set up to be named just like the fields in my application which means when I go to import Quick Base is able to match them up for me and it will update my existing records with these new addresses. I hope this suggestion on importing addresses in is helpful. 


  • 3.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 20:53
    Thank you Evan.  I did a small test on this and was able to get the info in a table, along with some other columns of data.  I only used about 750 records for this test, not the full  6000 addresses.  To your question, this was  an import of all new records.  

    I'll have to do a few more trials to see if I really "got it down" with this procedure.  One other thing...I now notice that when I click on a record, the only info that comes up on the form is the map.....not any of the other fields.  Did I do something wrong when I imported the data this time?  Thank you very much for your help!  Mark


  • 4.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 20:54
    Mark, you will need to do a "Customize this form" when viewing a record to add the extra fields to the form.


  • 5.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:06
    Do I have to do each one, one at a time, or is there a way to just add all the fields to the form?


  • 6.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:07
    one by one.  I think that when fields are created during the import process, that they may not automatically get added to the form.


  • 7.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:09
    When viewing the record it will show the map with the address displayed just at the top of the map as a link and then when editing the same form it will show you the field to edit the address spread out. It just doesn't display each line individually as they all get grouped into the listing at the top of the map. If you also want to list out the address separate from the map you would need to add the sub fields. 


  • 8.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:11
    Thanks.  I know somehow when I went thru many trials yesterday that all fields were automatically added to this form, but perhaps I missed a switch somewhere this time.  Seems a bit dumb that you can't do a "all field" selection and add after the table is generated....


  • 9.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:17
    There may have been an option right after the import to add fields to form.  If you deleted the fields and re-imported and re-created them, maybe that question would pop up.


  • 10.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:21
    That question is partially controlled by a dropdown in the properties for a form. If you customize the form and then select properties there will be a dropdown for 'When new fields are created in the Checklists table:' where you can set it to add fields automatically, ask you if fields should be added, or not add fields by default. Though in the case of address fields I believe it still defaults to adding just the composite address field itself and not the sub fields so as not to clutter up the form. Since on edit the address field expands to display all the subfields. 


  • 11.  RE: Importing address info from a large spreadsheet and then creating address field -Step by Step?

    Posted 12-05-2018 21:24
    Thanks very much for the clarifications!