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Transfer Data from Excel to QuickBase

This article explains how to transfer data from Excel to QuickBase using the Excel Add-In for QuickBase.

The CData Excel Add-In for QuickBase enables you to edit and save QuickBase data directly from Excel. This article explains how to transfer data from Excel to QuickBase. This technique is useful if you want to work on QuickBase data in Excel and update changes, or if you have a whole spreadsheet you want to import into QuickBase. In this example, you will use the SampleTable_1 table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new QuickBase connection by clicking From QuickBase on the ribbon.

User Authentication Method

To authenticate with user credentials, specify the following connection properties:

  1. Set the User and Password.
  2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

User Token Authentication

To authenticate with a user token, specify the following connection properties:

  1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.

Retrieve Data from QuickBase

To insert data into QuickBase, you will first need to retrieve data from the QuickBase table you want to add to. This links the Excel spreadsheet to the QuickBase table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From QuickBase button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the SampleTable_1 table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to QuickBase

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MySampleTable_1SheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to QuickBase, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the SampleTable_1 sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.