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How can I export and then reimport records so existing records are updated?

It is possible and quite easy to import data into QuickBase in such a way that it will update existing records. The key to being able to do this is that you must include the key field so that QuickBase knows exactly what records to update. By default the key field is the "Record ID" field.

You should go through these steps to export then reimport records:
1) Create and display a report that includes the key field (or "Record ID") and all the other data you are interested in manipulating.

2) At the top of the report, click More and select "Save as a spreadsheet". (If you don't see this choice, you don't have permission to export.) Your report opens in MS Excel.

3) Save the Excel file. Then make your changes to all columns other than the key field column which you'll need to leave intact. After making all your changes copy all columns and rows to the clipboard.

4) To learn how to import data from the clipboard into an existing application, please see our Import Data from Outside QuickBase help topic.


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