---
title: "Quick setup guide example"
slug: "quick-setup-guide-example"
updated: 2026-10-09T20:34:14Z
published: 2026-10-09T20:34:14Z
canonical: "help.quickbase.com/quick-setup-guide-example"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick setup guide example

This example imports a small employee spreadsheet into an **Employees** table, from the first record to the finished import. It assumes you've already run the [installation wizard](/quickbase-extensions/docs/juiced-add-on-installation-wizard-overview) for EZ File Importer in the app.

## The data used in this example

The spreadsheet is named *Employee_Info.xlsx*. It has one sheet, with the column headings in row 1 and five employees below them:

| Employee ID | First Name | Last Name | Job Title | Phone Number | Salary |
| --- | --- | --- | --- | --- | --- |
| 1111 | Bill | Baker | Developer | 9999999999 | $50,000 |
| 2222 | John | Smith | Manager | 8888888888 | $70,000 |
| 3333 | Sally | Simpson | Tester | 7777777777 | $65,000 |
| 4444 | Mark | Mathews | HR | 6666666666 | $75,000 |
| 5555 | Sara | Johnson | Intern | 5555555555 | $40,000 |

The **Employees** table the data goes into has these fields. The field IDs are what you use in the field mappings:

| Field label | Type | Field ID |
| --- | --- | --- |
| Employee ID | Numeric | 6 |
| First Name | Text | 7 |
| Last Name | Text | 8 |
| Job Title | Text | 9 |
| Mobile | Phone Number | 10 |
| Salary | Currency | 11 |

## Tables created during setup

Once you have finished running the setup, you will see the following 5 tables in your Quickbase application, next to your own tables (here, **Employees**):

1. **Configuration Groups**
2. **File Imports** (older apps and articles call it **Import Files**)
3. **Import Configurations**
4. **Field Mappings**
5. **Import Run Details**

## Create Configuration Groups, Import Configuration, Field Mappings, and Email Notification

## Create a Configuration Group

- Open the **Configuration Groups** table in your Quickbase application. This table is present if you have already installed the EZ File Importer extension in your application. While it's empty, the page says *There aren't any configuration group yet.* and shows a green **New Configuration Group** button at the top right. Select it.
- On the **Add Configuration Group** form, enter the name for the **Configuration Group**, for example *Test Config Group*, and then select the **Save&Close** button. The form also shows empty lists for the Import Files and Import Configurations, with an **Add Import File** and an **Add Import Configuration** button; you use them next.

## Create an Import Configuration

- On the saved configuration group (*Configuration Group #1*), select the **Add Import Configuration** button. The **Add Import Configuration** form opens. It's a long form with every field of the **Import Configurations** table; you can group its fields into tabs or sections with **Customize this form** if you like. The fields are described in [Set up the tables for EZ File Importer](/quickbase-extensions/docs/setting-up-the-tables-for-ez-file-importer).
- Now let's create the **Import Configuration** based on importing the data from the *Employee_Info.xlsx* file into the **Employees** table in your Quickbase application. Fill in these fields:

| Field | Value | Why |
| --- | --- | --- |
| **Type** | Employee Import Test | A descriptive name for this import. |
| **Related Configuration Group** | Test Config Group | The group you just created. |
| **Target Table Name** | Employees | The name of the table the data goes into. |
| **Target Table DBID** | The Employees table's ID | See the next step. |
| **Field Mapping Info** | Map_Fields_By_Column_Name | The mappings use the column names in the spreadsheet. |
| **File Contains a Header Row** | Selected | The spreadsheet has a header row. |
| **Header Row #** | 1 | The header row is row 1. |
| **Starting Row #** | 2 | The data starts on row 2. |

Leave **Ending Row #** and **Sheet Number** blank: the import then reads to the end of the data on the first sheet.
- If you aren't sure where to find the table DBID, open the table you need the DBID for (here, **Employees**) and copy the DBID from the browser's address bar. In `https://yourcompany.quickbase.com/db/<table ID>?a=td`, the table ID is the part after `/db/`.
- The next step is to add **Field Mappings**. On the import configuration, select **Add Field Mapping**. Until you add one, the list says *No field mapping found*.
- On the **Add Field Mapping** form, enter the name of the spreadsheet column in **Column Name/Letter**, and the field ID of the field the column's data goes into in **Field ID**. **Related Import Configuration** is already set to the import configuration (*Employee Import Test*). Select **Save & close**.
- In our example scenario, the field IDs come from the **Employees** table's field list (see the table at the top of this page). Similarly, fill in the details for the other columns and field mappings:

| Column Name/Letter | Field ID |
| --- | --- |
| Employee ID | 6 |
| First Name | 7 |
| Last Name | 8 |
| Job Title | 9 |
| Phone Number | 10 |
| Salary | 11 |

When you're done, the import configuration lists six field mappings, none with **Write A Value?** selected.
- Next, set up the Email Notification on the **File Imports** table.
- See [Setting up the Email Notification](/quickbase-extensions/docs/setting-up-the-email-notification) to create the Email Notification from the **File Imports** table.
- Now let's upload the sample file in the **File Imports** table to import the data from the spreadsheet into the **Employees** table.
- In the **File Imports** table, select the green **New Import File** button at the top right. (While the table is empty, the page says *There aren't any import file yet.*)
- On the **Add Import File** form, select **Choose File** and select *Employee_Info.xlsx*. The form also shows **File Name**, a **Refresh** button, and the **Import Generation Arguments** field, which fills in once the record is saved.
- In **Related Configuration Group**, choose *Test Config Group* from the list. The list also has a *Create a new configuration group* choice. Select **Save & Close**.
- The saved record, *Import File #1*, shows the file, the file name, the **Refresh** button, the **Import Generation Arguments** with `impconfiggroup="Test Config Group"` filled in, and **Related Configuration Group**. Select **Refresh** after saving the record. The **Import Run Details** list on the record then shows one run: a **Status** of *Process Completed _* followed by the date and time, and **Records Processed** of *5*.
- Open the **Employees** table. The five employees are there:

| Employee ID | First Name | Last Name | Job Title | Mobile | Salary |
| --- | --- | --- | --- | --- | --- |
| 1111 | Bill | Baker | Developer | (999) 999-9999 | $50,000.00 |
| 2222 | John | Smith | Manager | (888) 888-8888 | $70,000.00 |
| 3333 | Sally | Simpson | Tester | (777) 777-7777 | $65,000.00 |
| 4444 | Mark | Mathews | HR | (666) 666-6666 | $75,000.00 |
| 5555 | Sara | Johnson | Intern | (555) 555-5555 | $40,000.00 |

The table's totals row shows *16,665* for Employee ID and *$300,000.00* for Salary.