To merge data from an external file, like an Excel spreadsheet or CSV file, with records that already exist in Quickbase, you need to select a merge field.
A merge field should have a unique value that is the same in the source file and the existing Quickbase record. This will allow Quickbase to match incoming data to the correct Quickbase record.
Merge fields must be unique (like a key field).
These types of fields can be selected as merge fields:
- Text - multi-line
- Text - multiple choice
- Rich text
- Numeric - rating
- Email address
See Importing data from outside Quickbase for instructions on how to add data to a table.