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BradfordFullert's avatar
BradfordFullert
Qrew Member
5 years ago

How to convert a connected table to Quick Base Table

I have a table that is a combination of a Connected CSV file and Quick Base created editable fields.   Because of this mix I am having problems keep data synchronized when one of my "Key Fields" chang...
Quickbase Sync
  • BradfordFullert's avatar
    BradfordFullert
    Qrew Member
    5 years ago
    Brian...  That is great news.   I guess this may have been ask for awhile from customers that initially do a connected approach then come to realization that they shouldn't have gone down that path.    My new rule when I am building an app will be to use connected csv for changing data  only in "Child" tables only.

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    Bradford Fullerton
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  • TateForgey's avatar
    TateForgey
    Qrew Assistant Captain
    5 years ago
    I actually want to do the opposite.  I created an app prototype with an exported file of Employee, but now need to have that data sourced from a connected table to more easily facilitate daily refreshes.  The existing table has a lot of additional Quick Base fields I don't want to have to recreate if I don't have to.

    Do you have any advice on the easiest way to transfer a table to be connected?  Is my only option to create a new connected table and recreate all the relationships and Quick Base fields in that new table?

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    Tate Forgey
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    • BrianCafferelli's avatar
      BrianCafferelli
      Quickbase Staff
      5 years ago
      Hi Tate,

      Where would you like to source that data from? We do not have a way to convert a standard table into a connected table, but you may be able to start importing the data using Pipelines instead. You can see here what integration channels are available for Pipelines: Channels.

      Thanks,
      Brian

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      Brian Cafferelli
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      • TateForgey's avatar
        TateForgey
        Qrew Assistant Captain
        5 years ago
        Great to hear from you, Brian.  I'm looking forward to the Pipelines webinar today!

        This data doesn't exist anywhere yet.  This is an export from our PeopleSoft system being provided by SQL developers I (stupidly) just loaded into the table for demo purposes.  To make things as easy as possible until we can properly integrate systems (can someone say Pipelines ODBC channel and batch processing) I was just going to have them drop a CSV of the export in a folder in our Enterprise DropBox account where we have a BAA to ensure compliance.  The thought is that it would be easy for them to replace this file whenever they feel they need to and I would not have to be part of that process.

        I see there is a Dropbox channel, but the actions seem to be file-based.  I haven't had a chance to try these out, yet. Maybe I'm just being thick here, but how would I use that to update current data in a table?  (Or any of the other channels.)  Also, any issues with the process I have outlined?  I don't really use connected tables normally.



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        Tate Forgey
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