4 Steps to Connect QuickBase with Critical Business Data in CSV Files

quickbase sync for csv how to

quickbase sync for csv how toSo you heard about QuickBase Sync for CSV, the latest no-code data integration capability built into QuickBase, and want to get started. Roll up your sleeves and connect QuickBase to your CSV files stored in Box.com, Dropbox and Google Drive in 4 steps. Then, watch as QuickBase automatically synchronizes with CSV files generated by any system, on premises or in the cloud.

  1. Select Your Data Source

In your QuickBase app, create a new connected table by selecting Using connected data in the New Table dropdown.

Pick your cloud storage app where you’ll be storing your CSV files. Choose from Box.com, Dropbox or Google Drive. For this case, we’ll select a Box.com account.

Select Create a new connection, and you will be prompted to login and grant QuickBase access to Box.com.

Once you grant access to your account, QuickBase will walk you through configuring your cloud storage.

 

  1. Set up Your Cloud Storage

Click the Go to Box link. In Box.com, you will see that QuickBase has automatically created a folder named QuickBase Sync. Within the QuickBase Sync folder, create a folder where the CSV files will be populated. Upload a CSV file to get started.

Go back to QuickBase and confirm that you completed your cloud storage configuration.

 

  1. Connect Your Data Fields

QuickBase will display all subfolders in the QuickBase Sync folder containing CSV files. Select the folder you just added to Box.com.

QuickBase will connect with the most recent CSV file placed in the folder and allow you to drag and drop the desired data fields into QuickBase.

Set a filter to bring in only the data you need (optional).

 

  1. Refine Your Integration Settings

For the Refresh ID, select the field which makes each record in your CSV file unique.

Historic Data allows you to choose whether to keep or delete records that have been removed from the source CSV file.

Schedule allows you to automatically refresh your connected table on a weekly, daily, or hourly basis. To perform an on-demand refresh at any time, open your connected table and click the Refresh Data icon.

 

Congratulations! In just 4 simple steps, you created a connected table that will automatically sync with your CSV data generated by any system, on premises or in the cloud.  Once this data is in QuickBase, use is to drive better decisions and improve operational efficiency. Happy syncing!

For more detail on the connection process, check out the Getting Started with Sync for CSV guide.

For more information on unlocking critical business data with QuickBase Sync for CSV, please join the product webinar on Tuesday, February 16th at 2:00pm ET. Register now.

You can explore no-code integration and a wealth of other topics at QuickBase’s second annual user conference, EMPOWER 2016, which takes place May 10-13 in Nashville, Tenn. For more information visit: http://empower2016.com/.

Still have questions? Request a demo for Sync for CSV.

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