Merging data from a file

You're importing data from an external file into your Quick Base app. In order for a merge like this to work, Quick Base needs a way to match records in the source data with corresponding records in the destination table. You make this possible by choosing the field in the app table that holds unique matching values. This is called a merge field.

Get started by identifying the unique data in your source file. You want this data in this field to be unique (like those in a key field).

In your app, choose a merge field in the destination table. The default is Record ID#, but you can choose an existing field that is unique.

By doing this, no two records will have duplicate values in the merge field of your destination table and you'll always know where each record originated.

 

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