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The Better Way to Import Your Excel Data Into Quickbase

  • Writer: Juiced Technologies Inc.
    Juiced Technologies Inc.
  • Jul 12, 2022
  • 2 min read

The days of worrying about how the fields will be "lined up" in your application as with the standard Quickbase import process are behind you.

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We know what you're thinking: "Juiced!! I've been waiting for this functionality all my life! I NEED it. But how? HOW can I get it?"


We're glad you asked! It's quite simple, really. We are happy to introduce you to....


EZ File Importer


Our EZ File Importer add-on allows you to import data from any Excel based spreadsheet into one or many table(s) in Quickbase and have them look identical to one another.

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All you do is define an import configuration for each table you need to import into, (don't worry, these can be saved and used over and over again), then upload a file to a record in an import table, click “save”, and the import occurs automatically according to your field mappings defined in your import configuration.


By putting in just a little bit of additional work on the front end, you will save yourself an endless amount of time and aggravation going forward.



How to Setup Your Import Configuration


Step 1: Open the "Configuration Groups" table in your Quickbase application and click the "New Configuration Group" button. (This table will be present if you have already installed EZ File Importer add-on in your application).

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Step 2: Enter the name for the Configuration Group and then click on "Save & Close" button.


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Step 3: Click on the "Add Import Configuration"


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You will now be looking at the following form. We recommend that you Customize the Form to be broken down in 3 tabs for easier consumption (as pictured below).

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Tab 1: Type Info

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Tab 2: Data Info

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Tab 3: Field Mappings

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Step 4: Now it's time to Create the Import Configuration. Open up the Excel File that contains the data you want in your Quickbase application.

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Step 5: Fill out each of the tabs we created earlier as shown below:


Tab 1: Type Info

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*Note - Target Table DBID can be found here:

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Tab 2: Data Info

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Tab 3: Field Mappings

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*Note - Field IDs can be found here:

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Follow field mapping outline pictured above for all of the remaining fields listed.

When you're done, it should look like the picture below:


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Step 6: Set up an email notification on the "Import Files" table to be sent to ezfileimportermultisheet@mail.quickbasetools.com (click here to see how)


This is what triggers our process, so it is an absolutely vital step.


Step 7: Upload and save your file into the "Import Files" Table (shown below):

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Step 8: Refresh the page once you save the record

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If you've done everything correctly, you'll see import run details added into the record, as well as the properly mapped data imported into your "Employees" table.

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In Excel

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Want to see how EZ File Importer works for yourself?


Looking to Import Data From Excel Into Your Application?


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