QuickBase API Cookbook v3 - Recipe #2
Automatically upload CSV data into QuickBase
Upload CSV data
You have data in a CSV file and want to upload it into a QuickBase table frequently and quickly.
require 'QuickBaseClient'

#sign into your 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 correct target table using lookupChdbid
qbc.lookupChdbid( "Imported data" )

# delete all the records in the "Imported data" table then
# import new data from a CSV file. The field names must be at the top of the file.

# Uncomment the following line to make your QuickBase table
# have the same contents as your CSV file.
#qbc._purgeRecords

# (change 'ImportedData.csv' to a real file name)
qbc.importCSVFile( "ImportedData.csv" )

#sign out of QuickBase
qbc.signOut
To have this code run automatically every hour, put everything after "require 'QuickBaseClient'" inside this loop block:

loop {

  # code to run every hour goes here...
 
  # use Ruby's sleep method
  sleep(60*60)
}
uploadCSVData.rb
Ruby wrapper for QuickBase HTTP API One-Click Ruby Installer for Windows
Created on Sept. 29, 2006 at  4:42 PM (PDT). Last updated by Quick Base on Oct.  4, 2006 at  1:43 PM (PDT). 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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