Is there any way to copy data from an Excel file and paste it in the Grid Edit report?

  • 1
  • 2
  • Question
  • Updated 4 months ago
  • Answered
  • 1
  • 2
I am attempting to copy data from an Excel file and past it into the Grid Edit report. I know you can manually click each field and edit data in the grid edit, but I thought at one point, you could paste by "filling down."

I am beginning to think my only option is to import the .CSV file. However, I have had horrible luck with doing this as the fields never seem to match once imported.

Please help me!
Photo of Jessica

Jessica

  • 142 Points 100 badge 2x thumb
  • lost, confused and sad.

Posted 2 years ago

  • 1
  • 2
2 years ago
Photo of QuickBasePros_IDS

QuickBasePros_IDS, Champion

  • 2,298 Points 2k badge 2x thumb
You cannot copy & paste into grid edit.  Using the import tool; you need to either a) match each and every field into the correct QuickBase field by checking each selection (use the checkbox to turn off 1st Row is Field Name) so that you can see what the column heading is from your spreadsheet and then match that column to the correct field in the table.

The other option is to extract from QuickBase a report containing the fields that you plan on importing back to QuickBase.  Remember to include the [Record ID#] or Key Field of the table.

Then copy/paste your info into the exported spreadsheet in the right columns.  Then when you do your Import; the fields should automatically align themselves correctly (you should ALWAYS visually validate) before clicking IMPORT.  If you don't do this, your data will either a) go into the wrong columns (which is a problem), b) not import because the field types are different and c) overwrite existing data which you then cannot undo.

Use the Import/Export window and always visually check each column heading is being imported to the correct column in QuickBase.
2 years ago
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 53,842 Points 50k badge 2x thumb
.... actually, I think that you can copy and paste from excel into Grid edit.  I just spend an hour a couple of days ago coaxing data into an app for a client.

The trick is that Excel is from Microsoft. And IE or whatever they call their Browser these days is from Microsoft.  those two play nice together.  So you can copy and paste from Excel into Grid Edit in Internet Explorer browser.
2018-02-13T16:10:38+00:00
Photo of Gaurav Sharma

Gaurav Sharma

  • 5,808 Points 5k badge 2x thumb
Excellent Mark. I never think about it.
2018-02-23T00:45:44+00:00
Photo of Ruby Kapil

Ruby Kapil

  • 910 Points 500 badge 2x thumb
Have you tried it on WIndows 10, it is clunky and doesn't seem to paste. I got it work first time but after that it, it will bring up message to allow access to Clipboard, then when I select paste, nothing happens.
2018-02-23T02:05:00+00:00
Photo of QuickBaseCoach App Dev./Training

QuickBaseCoach App Dev./Training, Champion

  • 53,842 Points 50k badge 2x thumb
I won’t have access to a Windows pc until next week.
2018-08-13T06:46:32+00:00
Photo of Dinesh

Dinesh

  • 464 Points 250 badge 2x thumb
It works perfectly fine in IE 11 browser but not in Chrome or IE Edge browsers.
8 months ago
Photo of Matthew Stewart

Matthew Stewart

  • 60 Points
It worked for me once but now it does not.  I've tried using Qbase from IE browser and no difference.  I thinking maybe I was using Firefox or Chrome.  Anybody else get this technique to work consistently
  • 1
  • 2

Powered by Get Satisfaction