Upload data directly from Excel into QuickBase
Excel
You have data in Excel that changes frequently and it is time-consuming to import it into QuickBase.
#The script below adds records directly from Excel into a
#QuickBase table. You will obviously need to modify it for 
#your own purposes.


require 'QuickBaseClient'

#sign into a QuickBase application using your user name and password
qbc = QuickBase::Client.new( "my_username", "my_password", "my_application" )

# if your application is a multi-table application, switch 
# to the right table
qbc.lookupChdbid( "Imported Excel data" )

# delete all the records in the "Imported Excel data" table then
# import new data from an Excel file. The field names must be at the top of the file.
# 'h' is the letter of the last column to import.
# Note: any commas (',') in the data are converted to semi-colons (';').
# Uncomment the following line if you want to make your QuickBase table match the contents of your Excel file.

#qbc._purgeRecords

qbc._importFromExcel( "ImportedExcelData.xls", 'h' )

#sign out of QuickBase
qbc.signOut
uploadExcelData.rb
Ruby wrapper for QuickBase HTTP API One-Click Ruby Installer for Windows Excel
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Created on Sept. 29, 2006 at  4:47 PM (PDT). Last updated by Quick Base on Feb. 12, 2007 at 10:02 AM (PST). Owned by Quick Base.
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Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:
Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.

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