Copying records in reports to other Quickbase tables

You can collect records in a report and import them into a destination app.

Tip: If you plan to do this sort of copying often, start in the destination app 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 Quickbase table.

To copy data in a report to another Quickbase 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 .

   The Select an Application window appears.

3. Select the destination app.

   In the box on the upper right of the dialog box, type the name (or beginning of the name) of the app into which you want to copy the records. Then click the Search button. Click the radio button next to the destination app 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:

   • Ensure that the Field Labels Row 1 row contains field names from your destination table.

   • Examine the data displayed beneath each field name and make sure you want to export those values into the field that appears at the top of the column.

   • If you want to export a column's values into a different field, click the dropdown and select the correct field.

   • If you don't want to export any of the values that appear under particular field, select the Do Not Import radio button at the top of the column.

   • If you want to export the values but there's no appropriate field to receive them, create a new one. To do so click the Create New Field radio button at the top of the column. Then select a field type and enter a name for the field in the Field Label box.

   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, Quickbase 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.

   Quickbase tells you how many records you created or updated.

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