Quick Base Discussions

Expand all | Collapse all

Is it possible to create a new record from a CSV import

  • 1.  Is it possible to create a new record from a CSV import

    Bronze
    Contributor
    Posted 05-18-2017 02:46
    I have an orders table connected via a CSV file. My goal is to drop a CSV file in every day from an ordering system and create a new installation from each new order. I have the refresh fields set up as Branch #, Order # and Order Line# to filter out certain criteria.

    I am thinking that I am going to want to setup a webhook to post a new record in the installation table when a new Order# is created. I am also going to want to populate fields in the new installation entry from the Orders Table like project type, salesman name, etc
    If someone can confirm that I am on the right track in my thoughts, I will move on with this creation

    Thanks in advance


  • 2.  RE: Is it possible to create a new record from a CSV import

    Bronze
    Contributor
    Posted 05-18-2017 05:57
    You could probably simplify and just use the brand new QuickBase Actions instead of webhooks, assuming the Installations table is also in QB.


  • 3.  RE: Is it possible to create a new record from a CSV import

    Bronze
    Contributor
    Posted 05-18-2017 05:59
    Yes, I forgot that was there and already have it working...thanks for the response