Export data from Quickbase using pipelines

You may need to export data from your Quickbase app to a different service like SharePoint, OneDrive, Google Drive, or Box. Export data manually, or use a pipeline to automate the process.

To export data manually, use one of these methods:

• Export data from a report
• Export data from a table

Manually-exported data does not include file attachments.

If you need to include file attachments, create a pipeline to export data. This article covers how to create a pipeline to export data and how to export file attachments.

In this article

• Create a pipeline to export data
• Create a pipeline to export file attachments

Create a pipeline to export data

1. Navigate to Pipelines from the global navigation menu.
2. Select Create pipeline.
   This creates a new pipeline and opens the Pipelines Designer.
3. Select the Quickbase channel > Export records to a CSV step.
   1. Enter the name of the table you’d like to export data from.
   2. Select the specific fields you’d like to export, or select all.
4. Add an Upload a File step for the external app you’d like to export records to. For example, SharePoint, OneDrive, Google Drive, or Box.
   1. In Source URL, specify the content you want to upload. To do so, select the Export records to CSV step, then select File Transfer Handle. The File Transfer Handle is used to transfer file content across channels in Pipelines.
      
5. Schedule or run your pipeline.
   The pipeline will search all records in your table and export the data to the third-party app.

Create a pipeline to export file attachments

1. Navigate to Pipelines from the global navigation menu.
2. Select Create pipeline.
   This creates a new pipeline and opens the Pipelines Designer.
3. Select the Quickbase channel > Search records step.
   1. Enter the name of the table you’d like to export data from.
   2. Select the name of your file attachment field in Fields.
      
   3. In Filters, add a Simple filter. This filter allows you to filter records by only those that contain a file attachment. To do so, select your file attachment field and the filter option is set.
      
      
4. A loop is automatically added after the Search records step, which allows you to take an action for each record. Within the loop, add an Upload a File step for the external app you’d like to export records to. For example, SharePoint, OneDrive, Google Drive, or Box.
   

   1. In Source URL, specify the content you want to upload. To do so, select the Search Records step, file attachment field, then select File Transfer Handle. The File Transfer Handle is used to transfer file content across channels in Pipelines.
      Optionally, you can also add jinja for the Record ID if you’d like to include the record the file attachment is from.

   2. Specify a File Name. If you leave this field empty, the original file name is used.

      
5. Schedule or run your pipeline.
   The pipeline searches all records in your table and exports their respective file attachments to the third-party app.