Copy Records in a Report to Another Quick Base Table

Do you have a collection of records that you'd like to copy over to another Quick Base application? If so, collect them all in a report and import them into the destination app.

Tip: If you plan to do this sort of copying often, start in the destination application and create an import. When you do so, you'll have the chance to save the import, sparing you the trouble of setting it up each time you want to copy records. Instead, you'll just click a button to run the stored import process. You can set criteria and select specific fields to import. Read more about importing from another Quick Base table.

To copy data in a report to another Quick Base table:
  1. Create or display the table report that contains all the records you want to export.

  2. Click More > Copy these records to another table on the Page bar.

    The Select an Application dialog box appears.

  3. Select the destination application.

    In the box on the upper right of the dialog box, type the name (or beginning of the name) of the application into which you want to copy the records. Then click the Search button. Click the radio button next to the destination application and click OK. The Select a Table dialog box appears.

  4. Select the destination table.

    Click the radio button next to the destination table and click OK. The Import Data screen displays with settings to configure your export.

  5. Check the screen to ensure that the field labels for each field (column) are correct and that the data is properly aligned. To do so:

    Note: If you export the source table's key field (usually Record ID#), it's likely that you'll overwrite records in the destination table. This is known as an update or merge import. If you don't want to do this, do not export the key field.

  6. Click Import at the bottom of the screen.

    If the export creates new fields, Quick Base displays a warning message asking you to confirm the action. If this wasn't your intention, click Cancel and edit your export (refer back to Step 5). Otherwise, click OK.

    Quick Base tells you how many records you created or updated.

  7. To access the destination application, click Go to the App Home Page.

 

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