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Moving Data From ""Legacy"" App To A New App

  • 1.  Moving Data From ""Legacy"" App To A New App

    Posted 12-28-2017 18:59
    Ok, so this is a bit of a sticky situation. I started working in QuickBase about 3 years ago on a shoestring budget and with nothing more than a graphic design background. As you can imagine it was a bit of a learning curve and after 3 years of development we decided that we needed an overhaul of our entire system. We had gotten into the woods with app to app relationships and other issues of formula fields acting as indicators to fire certain actions etc. We threw a bit of money into some third-party apps that have drastically improved our workflow and system reliability significantly cutting down the "human error" element. This change did bring about a lot of changes in our table structures though and now I am attempting to bring over the critical data for our end users to be able to lookup information and actually be able to use our new awesome system. Data that used to be housed all in one table is now split into three tables and I have effectively been able to bring over a lot of information and format it correctly except for the related contact for these tables. I have discovered that connecting the related contact means that I have to be able to reference the old system record ID # of the contact and tell it to relate the new record with the correct contact based off of that old record ID #. My issue is that I already migrated the contacts into the system and forgot to bring this value in the first go at uploading the contacts. I have a csv formatted and ready to import but I cannot seem to find a way to import this as an update to existing records instead of it creating a bunch of new records. I have looked and am using the key field as a reference in the import but it still is not working the way I want it to. I have been copying the app and testing and have yet to figure out what I am doing wrong. Does anyone have any documentation on completing this process so I have a step by step to follow and maybe figure out where I am going wrong? Thanks for any help you all can provide on this!

  • 2.  RE: Moving Data From ""Legacy"" App To A New App

    Posted 12-28-2017 19:33
    If you have existing records where the key field is the Record ID# I suggest that you get a dump of the record ID# field and the Contact name form Quick base into excel.

    Then you say that you have additional contact info to import into the same contacts.  So maybe you only had the name before and how you have say Tel#s and email fields too, but you do not want to duplicate your contacts.

    So then using VLOOKUP on your data records to be imported, coax the record ID# into your data records.  (be sure to use the .....,false) option at the end up the vlookup to get an exact hit on name and not just one that is "close".

    Then import those records and they will not duplicate if you map the record ID# into the Record ID# field in Quick Base.

    Post back if you have questions or have not used VLOOKUP before.

  • 3.  RE: Moving Data From ""Legacy"" App To A New App

    Posted 01-11-2018 18:27

    Here is my situation (sorry Matt for hijacking your query into my discussion). It is all related though. I have a table in an application with a text field called "Project ID". I want to move this table to a newer application, but with the relationship intact. How do I proceed.