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Upload data from filled PDF Form into multiple tables of database.

  • 1.  Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 16:57
    I would like to be able to upload data from fillable parts of a pdf form into multiple tables of my quickbase database, is there a way to do this?


  • 2.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 17:25
    Hi Hilary,

    Can you please provide more details ?

    My guess is that form data contains different  types  of info e.g. Customer Info and Contact Info. You would like to put Customer-Info in Customer-table and Contact-Info in Contact-table.

    Thanks,

    Neal

    NealPatil @ gmx.com


  • 3.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 17:29
    Yes, a pdf would include about 30-40 rows of data that belongs in 3 different tables-- Buyers, Contacts, and Funding Sources, i.e. buyer name would go to buyers, contact name would go to contacts, funding amount would go in funding sources.


  • 4.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 18:36
    Hi Hilary,

    So your expected solution would do the  following :

    • upload pdf file as attachment to table-record
    • parse pdf file
    • get Buyers and put into Buyers table
    • get Contacts and put into Contacts table
    • get Funding Sources and put into Funding Sources table
    • integrate pdf-info with Buyers, Contacts, and Funding Sources i.e. the table records will have info of source-pdf file from which data was captured
    Thanks,

    Neal

    NealPatil @ gmx.com


  • 5.  RE: Upload data from filled PDF Form into multiple tables of database.

    Silver
    Contributor
    Posted 08-31-2016 18:36
    At EMPOWER2016 there was a session run by Ian Greig from Run Energy.  They utilized GoFormz to connect PDF Forms to QuickBase.  https://empower2016.com/agenda-sessions/

    If your business collects information on paper forms, you may think manual data entry is the only way to get that information into QuickBase. But Run Energy found a way to automate this process by leveraging multiple technologies, including GoFormz, SendtoQuickBase, and Zapier. Now, field personnel can collect information from paper forms � typically supplied by customers � and upload them into QuickBase quickly and easily. The result is a streamlined business process that leaves no data behind.

    https://www.goformz.com/

    Not sure if this would work for your situation; but worth a look.


  • 6.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 19:20
    Yes to the first five steps, sixth step not necessary. As long as the pdf is attached to the record it corresponds with in the Buyer table, that's good enough.


  • 7.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 08-31-2016 19:22
    Hm, I'll look into these, thanks!


  • 8.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 09-01-2016 01:36
    Thanks Hilary ! Neal


  • 9.  RE: Upload data from filled PDF Form into multiple tables of database.

    Posted 04-27-2017 01:53
    What was the answer?