The days of worrying about how the fields will be "lined up" in your application as with the standard Quickbase import process are behind you.
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We know what you're thinking: "Juiced!! I've been waiting for this functionality all my life! I NEED it. But how? HOW can I get it?"
We're glad you asked! It's quite simple, really. We are happy to introduce you to....
EZ File Importer
Our EZ File Importer add-on allows you to import data from any Excel based spreadsheet into one or many table(s) in Quickbase and have them look identical to one another.
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All you do is define an import configuration for each table you need to import into, (don't worry, these can be saved and used over and over again), then upload a file to a record in an import table, click “save”, and the import occurs automatically according to your field mappings defined in your import configuration.
By putting in just a little bit of additional work on the front end, you will save yourself an endless amount of time and aggravation going forward.
How to Setup Your Import Configuration
Step 1: Open the "Configuration Groups" table in your Quickbase application and click the "New Configuration Group" button. (This table will be present if you have already installed EZ File Importer add-on in your application).
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Step 2: Enter the name for the Configuration Group and then click on "Save & Close" button.
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Step 3: Click on the "Add Import Configuration"
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You will now be looking at the following form. We recommend that you Customize the Form to be broken down in 3 tabs for easier consumption (as pictured below).
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Tab 1: Type Info
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Tab 2: Data Info
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Tab 3: Field Mappings
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Step 4: Now it's time to Create the Import Configuration. Open up the Excel File that contains the data you want in your Quickbase application.
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Step 5: Fill out each of the tabs we created earlier as shown below:
Tab 1: Type Info
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*Note - Target Table DBID can be found here:
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Tab 2: Data Info
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Tab 3: Field Mappings
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*Note - Field IDs can be found here:
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Follow field mapping outline pictured above for all of the remaining fields listed.
When you're done, it should look like the picture below:
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Step 6: Set up an email notification on the "Import Files" table to be sent to ezfileimportermultisheet@mail.quickbasetools.com (click here to see how)
This is what triggers our process, so it is an absolutely vital step.
Step 7: Upload and save your file into the "Import Files" Table (shown below):
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Step 8: Refresh the page once you save the record
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If you've done everything correctly, you'll see import run details added into the record, as well as the properly mapped data imported into your "Employees" table.
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In Excel
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Want to see how EZ File Importer works for yourself?
Looking to Import Data From Excel Into Your Application?
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