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Importing CSV Files into Your Quickbase App

Importing CSV Files into Your Quickbase App

Create a pipeline to automatically load data from CSV files into your Quickbase app

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About this course

Learn how to sync your CSV file data between systems using the Import with CSV action from the Quickbase channel. The course covers how to locate the file to load from an existing folder and how to map the fields from the CSV file to your Quickbase app’s table and fields. 

Note: You should have some familiarity with building pipelines using the Quickbase channel before taking this course. The course also uses the Dropbox channel. To learn more about building pipelines, consider taking Getting Started with Pipelines and Building Powerful Pipelines Using Included Features before taking this course.

Course ID: PI-05

Curriculum49 min

  • Import sales leads from a file into your Quickbase app
  • Introduction and course setup 3 min
  • Overview of the Quickbase channel's Import with CSV action 2 min
  • Build a pipeline to import sales leads from a CSV file 18 min
  • Optional exercises: Try other channels or files added to a Quickbase app 22 min
  • Summary and assessment
  • Course summary 1 min
  • Course assessment 3 min
  • Please rate this course: Importing CSV Files into Your Quickbase App

About this course

Learn how to sync your CSV file data between systems using the Import with CSV action from the Quickbase channel. The course covers how to locate the file to load from an existing folder and how to map the fields from the CSV file to your Quickbase app’s table and fields. 

Note: You should have some familiarity with building pipelines using the Quickbase channel before taking this course. The course also uses the Dropbox channel. To learn more about building pipelines, consider taking Getting Started with Pipelines and Building Powerful Pipelines Using Included Features before taking this course.

Course ID: PI-05

Curriculum49 min

  • Import sales leads from a file into your Quickbase app
  • Introduction and course setup 3 min
  • Overview of the Quickbase channel's Import with CSV action 2 min
  • Build a pipeline to import sales leads from a CSV file 18 min
  • Optional exercises: Try other channels or files added to a Quickbase app 22 min
  • Summary and assessment
  • Course summary 1 min
  • Course assessment 3 min
  • Please rate this course: Importing CSV Files into Your Quickbase App