How to Setup Quickbase Documents Folders for Uploading Files

Connecting to a folder containing CSV files

You can connect to folders containing CSV files stored in Dropbox, Box, Google Drive, or an SFTP server and sync data into a connected table in your Quickbase app.

Any information that you lot tin save in CSV format, from any organization, on premise or in the cloud, can automatically refresh in Quickbase, based on a schedule that you gear up.

As with all continued tables, the data that you bring in is read-only and can't be edited in Quickbase. This helps continue your information in sync and eliminates potential confusion about which organization contains the most up-to-date information.

You tin can update records in your connected table by refreshing the table to display data from the almost recent CSV file(due south) in your continued folder. We simply await at CSV files in your connected folder.

You make up one's mind how refresh the information in your connected table. You tin cull:

• Keep everything in my table and add together new records to keep all the data in your connected tabular array, even if information technology is not in the most-recent CSV file. Existing records will updated and new records added. You can also apply this option when your source folder contains multiple files.

  Tip:This is a good choice if your tabular array serves every bit an archive of all records.

• Make my table match the latest CSV file to overwrite your table so information technology matches the latest CSV file exactly. Each fourth dimension yous refresh your connected table, nosotros'll use the almost recent CSV file in the folder, regardless of the file name.

Before you lot connect to a folder containing CSV files

Make sure your CSV file:

• ends with .csv
• has a header row - and no heading is the same
  Nosotros'll use the information in the first row of your .csv file as the cavalcade names in your connected table. If the showtime row is not a header, data in the beginning row will go the cavalcade names in your connected tabular array.
• has no blank columns
• has a field that makes each record unique. You'll need to fix this field as the Refresh Fundamental.
• is a UTF-encoded .csv file

Connecting to a binder containing CSV data

The kickoff time you connect to Box, Dropbox, Google Drive, or an SFTP server, we'll guide you through connecting, creating a folder, and adding your CSV file:

1. Open up your Quickbase app, click New Tabular array in the tabular array bar, and select Using connected data.
   
   

2. Proper name your table, click Adjacent, and select your file storage location: Box, Dropbox, Google Drive or SFTP.

3. Give your connexion a name and and so Sign in.

4. The first time you create a connectedness, we'll create a QuickBase Sync folder in your account. Then, we'll inquire y'all to:

1. Get to the service, for example, Dropbox.

2. Create a new binder within the QuickBase Sync binder.

3. Put a CSV file inside the folder you created. Each time you refresh, we'll use the most recent .csv file in the folder, regardless of the file name.

5. Return to Quickbase and click Yeah, I did to keep. The folder you added inside the QuickBase Sync folder displays.

6. Select the folder then choose the fields you want to connect. These fields become text fields in the connected table. Later, you can alter field types. The beginning row of the CSV file becomes the column names in your continued table.

7. Optionally, define a filter to limit the records that you connect.

8. Select refresh options to define when and how to refresh the continued table. Nosotros'll always apply the most contempo CSV file in your connected folder when refreshing your table.

1. Refresh Key - Select a field that makes each record unique. Information technology must be a connected field with unique values (no blanks).

2. Tabular array updates

   Choose Go on everything in my table and add new records to keep all the data in your connected table, even if information technology is not in the most-recent CSV file. Existing records will updated and new records added.

   Tip:This is a practiced choice if your table serves equally an archive of all records.

   For new CSV-continued tables, yous tin can also use this option when your source folder contains multiple files.

   Choose Make my table match the latest CSV file to overwrite your tabular array so it matches the latest CSV file exactly.

3. Schedule - optionally, ready a schedule to automatically refresh using the nigh recent CSV file in your connected folder. Yous tin can refresh your table any time by clicking Refresh Data .

Afterwards, you tin can update the CSV file or put a new CSV file in your connected binder, and and so refresh your table to keep in sync with your latest changes.

If connected records don't display in your new tabular array, click the yellow warning icon beside Refresh Data for details so bank check out Troubleshooting connected tables for tips.

Connect to a folder with multiple files

For CSV-continued tables, you tin can sync data from files dropped into your CSV folder from multiple sources, like invoice information from different vendors. Or, suppose your order management system outputs multiple CSV files every hour. You can ensure each of the files will be synced to your connected tabular array.

Here's how information technology works:

• If yous choose Brand my table friction match the latest CSV file, Quickbase only connects to the file that was uploaded terminal (according to the file's fourth dimension stamp). Any other files in the folder are ignored.

• If you cull Proceed everything in my table and add new records, Quickbase connects to the files i at a fourth dimension, starting with the oldest file and proceeding to the latest (according to the time stamp of the file).

  Quickbase will process a maximum of x files in a unmarried refresh. After each file is read, Quickbase moves it to the Done folder. (Files in the Washed folder have a timestamp appended to the filename). New records are added to your connected Quickbase table, and records with matching refresh keys are updated. No existing records are removed from the Quickbase table even if they are not in the connected files.

Alert: As a best practise, do non create more than ane "keep everything" continued table that points to the same CSV folder, since files that are processed and moved to the Done binder when you refresh one connected tabular array won't be available for refreshing another continued table.

Connecting more folders

After y'all've created a connected folder in your Box, Dropbox, Google Drive, or SFTP server, y'all can add another continued folder by going to the service, creating a new folder within the QuickBase Sync folder, and putting a CSV file inside information technology. When you create a new continued table, your new binder will display in the listing of folders you tin can connect.

View connected tabular array details and history

To view Details nearly your connected table, including the continued service, connection owner, connected fields, filter, and schedule for the continued tabular array, access the connection in Table Settings. Yous can also view a History of recent refreshes, and edit the connection filter, refresh schedule, or switch to use a different connection, if necessary.

View, exam, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.

Related topics:

• About connected tables

• Adding a connected tabular array to your app

• Checklist for connecting to an SFTP server

• FAQs about connected tables

• Testing a connectedness

• Refreshing a connected table

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Source: https://help.quickbase.com/user-assistance/Connecting_to_a_folder_of_csv_files.html

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