Forum Discussion

Qrew Captain

2 years ago

Export QuickBase table to Sharepoint csv file

I have a table that I need to export and save to sharepoint as a csv file. I'll need to do it once a month. Is there a way to do this via pipelines without having to export to file to a shared dri...

ChayceDuncan
2 years ago
The pipeline has it in the step output from your query. So in a simple example Step A in your pipeline would be to download contents to CSV, then Step B would be to take that download and add to Sharepoint. The output from A in the pipeline looks like below which includes that file_transfer_handle that you would use as the 'source' for the upload to Sharepoint.

------------------------------
Chayce Duncan
------------------------------

ChayceDuncan

Qrew Captain

This should be doable, yes, depending on how large the dataset is.

The process I would try and follow is to use the Quickbase Channel to Export Records to CSV, where you would provide a subset of columns or include them all and provide the query (or nothing for all records).

That would give you a csv file object that you can then pass into the Sharepoint channel to then upload a file to the designated spot in Sharepoint you need it to go.

------------------------------
Chayce Duncan
------------------------------

CarolMcconnell

Qrew Captain

2 years ago

Chayce, are you saying export the csv to a share drive and then do the upload to sharepoint? I was hoping to go directly from QuickBase to sharepoint but if that is not possible, then I can export to a drive and then do the upload to sharepoint.

------------------------------
Carol Mcconnell
------------------------------

ChayceDuncan
Qrew Captain
2 years ago
You should not need to, no. The Export to CSV step in the Quickbase channel creates a CSV file for Pipelines to use that you would be able to move into Sharepoint.

You should not need to export it to a different drive, the output of step (A) above will give you a file transfer URL that you would plug into the step for the Sharepoint action to upload a file for where the file is coming from

------------------------------
Chayce Duncan
------------------------------
- CarolMcconnell
  Qrew Captain
  2 years ago
  How would you get the url?
  
  ------------------------------
  Carol Mcconnell
  ------------------------------
  - ChayceDuncan
    Qrew Captain
    2 years ago
    The pipeline has it in the step output from your query. So in a simple example Step A in your pipeline would be to download contents to CSV, then Step B would be to take that download and add to Sharepoint. The output from A in the pipeline looks like below which includes that file_transfer_handle that you would use as the 'source' for the upload to Sharepoint.
    
    ------------------------------
    Chayce Duncan
    ------------------------------