Once CSV sync debuted, I was frustrated in how to get my data into QB automatically. I learned a lot and haven’t seen this discussed in the forms. So, here are tools I am using for an adhoc Quickbase Sync system.
Google Drive App - By running the Google Drive app, anything I copy to the Drive folder on my PC, then ends up in the cloud for QB Sync to access.
Excel with Macros - Strips data from scary-looking Excel documents into an organized format. Our goal was to not disturb the Excel document, which is owned and maintained by others on our file server. The macro finishes by saving the file as a CSV.
SyncToy - The coolest, handiest free app you need to download from Microsoft. We use it to grab documents from the server and save them to our local Google Drive. I set mine to “Echo” the server’s folders. You can make exceptions for file types. I even use it to combine two sources’ files into one local folder.
Task Scheduler - The lamest, worst UI of Windows apps, and the program that can make our lives easier. It auto-runs the Excel Macro and SyncToy on a regular schedule.
Jeff-Net Report Runner Batch (& Crystal Reports) - This somewhat expensive app runs Crystal Reports on a regular basis. If you have Crystal Enterprise it appears you don’t need this. I created data-dump reports against our ERP system (that save as CSV), and now I have that data in Quickbase. So magical to have ERP data in the cloud!