I want to create a URL button to import CSV data. I have tried the CSV sync but my data does not have a unique non blank field as it comes in raw form and creating the field would be extra work. I tried using grid edit and there are extra steps in adding rows prior to pasting in the data and has potential for human error.
I have 2 tables. The parent table includes 4 companies with relevant information. The second table includes child records for transactions related to the different companies. From the parent table, I have a button to add transactions. I am then directed to a form where I want to create a button to import the CSV data that I have saved to a file in a local folder and have it related to the selected parent Record. The fields in the CSV file are Date, Payee, Amount. The CSV file will be pulled daily and will only include new data to be imported to the child table.
I see there is an API_ImportFromCSV but being a relatively new QB user I do not know how to apply it to a URL button.
Any help would be greatly appreciated!