Forum Discussion

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
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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      • BrianCafferelli's avatar
        BrianCafferelli
        Quickbase Staff
        5 years ago
        Hi Tate, hope you enjoyed this weeks' pipelines webinars! The ability to easily import CSV data in an automated, scheduled way, is currently served just by QB Sync. We understand that running this process using pipelines would have some big benefits, since data in connected tables is read-only. So we do plan on adding that ability to pipelines, but it will likely be coming later in the year.

        So if you need to start importing this data in the near future, your best options would be, a) setting up a new table as a connected table like you said, then re-creating the relationships, forms etc, or b) if you are able to get support from your SQL developers, you could create some kind of custom script to run on a schedule and use the Quick Base API to import the CSV data into your existing table.

        Brian

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        Brian Cafferelli
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