Sync-for-CSV allows users to automatically upload a text file (.csv) to Quickbase by placing it in a designated folder within an FTP site or external source, such as Dropbox. Each line of your .csv file will create a record, where each mapped column will represent a field value added for each record.
There are a variety of other methods for uploading a .csv to Quickbase, however this method has some considerable advantages.
Mapping is Easy
Let’s say your company has a system for managing work orders outside of Quickbase. Like many systems, there are limited options for integrating your system with Quickbase through an API or native sync.
Let’s say that in this case you are able to export or email a csv from within the work order system.
Once you have your .csv file in hand you can proceed with setting up your connected csv-sync table.
You will then be guided through your sync options. Once these options are set for your first file, all subsequent files added to your Dropbox folder will be mapped to your Quickbase table with the same settings. For more extensive step-by-step instructions visit: https://help.quickbase.com/user-assistance/Connecting_to_a_folder_of_csv_files.html
Now employee’s can add data to Quickbase without logging into Quickbase or even being Quickbase users. They can log into the work order system, export a file and add it to a shared Dropbox folder, all from outside Quickbase.
This approach becomes even more powerful when adding a connector service, such as Workato or Zapier, to fully automate the transfer of data. Here’s how it works:
Most systems, even outdated ones, support emailed .csv reports as attachments. In this example, our Work Order system can generate an email and regularly send out reports on a schedule. Instead of sending this email to one of your regular users, it will instead be sent to a Workato or Zapier address. When the email is sent, the attachment will be added to:
- Example of adding gmail file attachment to box with Workato: https://www.workato.com/recipes/485773
- Example of adding email attachment to dropbox with Zapier: https://zapier.com/apps/dropbox/integrations/email
Follow the steps in either link. Once completed, when a file is sent to your designated email address, the attached file will be placed in Dropbox. That file’s contents will then automatically be loaded into your connected Quickbase table according to the mapping you configured in the ‘Mapping is Easy’ section of this article.
For more information or help setting up this system please contact email@example.com
For more ‘Outside the Box’ ideas click here.
Author: Jake Rattner (firstname.lastname@example.org)
Date Submitted: 12.27.18