Syncing Multiple Apps
Our company has multiple work groups who have each created their own apps for project management. Is there a way to sync project information from their apps into one single app. Our Directors are want...
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Hi
Kevin's answer is spot-on for large data sets.
Two other alternatives are:
Debbie
Kevin's answer is spot-on for large data sets.
Two other alternatives are:
- Build cross-application relationships. In Quick Base, you can build a relationship between any two tables - even if they are in different apps.
- Use a reporting tool like Tableau or Power BI to aggregate data. This approach is especially good if either a) you want to include data that is NOT in Quick Base in your dashboards OR b) you want a better mobile experience. If you use a tool like Tableau, you can view the charts you create in Tableau from your Quick Base dashboards.
Debbie
- Unfortunately a reporting tool doesn't work as we're trying to 1) further process the data for billing 2) link it imported T&E and 3) push the WOs to our time keeping tool.
Which is also where I'm running into problems with using the relationship feature. Each project management app has a relationship to our financial app which houses the client table, SL #s etc. Those pull into their apps and becomes part of their WO table. What I'm looking to do is merge all of the WO tables, from all of the apps, into one single table which would populate any new WOs being added to their apps. From what I'm understanding, simply creating a relationship won't allow me to do that. Please correct me if I've misunderstood. We're all new to QB. - I do not believe what you are looking for, can be done without hiring a QSP (Quick base Solutions Provider) to write custom script.
The alternative is to start a Task Force to create a single app which will meet the needs of all departments and do a one time merge of the data all into one app.
