Discussions

We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registered attendees automatically imported into Quickbase. The issue is that the platform only collects the full name, and our database has a First Name and Last Name field. Although we have a formula field combining these values, it doesn't appear as a option when I try to complete an import.

How can I import a full name field and have it populate the First and Last name fields?

Full Name  into First Name and Last Name

------------------------------
Renee Williams
------------------------------

There are a variety of solutions. I am assuming that you want to continue to have the ability to enter data manually. 

On way is to create a new Target field called [Zapier Full Name], and then create two new formula fields for the first name and last name and then use a pipeline to copy the value of those fields into your data entry fields.  

Another choice is similar but make new fields for First Name and Last Name fields as formula fields based on the Zapier full name  and the existing data entry fields which would probably be renamed to be [First Name (data entry)]  and [Last Name data entry)].

What that even person out a full name field into first name and last name we'll have a certain degree of messiness to it because some people will have three names and weird hyphenated names and prefixes and suffixes etc.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 01-03-2023 15:34
From: Renee Williams
Subject: Integration of Full Name field

We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registered attendees automatically imported into Quickbase. The issue is that the platform only collects the full name, and our database has a First Name and Last Name field. Although we have a formula field combining these values, it doesn't appear as a option when I try to complete an import.

How can I import a full name field and have it populate the First and Last name fields?

Full Name  into First Name and Last Name

------------------------------
Renee Williams
------------------------------

Thanks, Mark. Our exiting First and Last Name fields are used so frequently throughout Quickbase, that I am reluctant to incorporate new name fields. I haven't created a Pipeline yet, but it appears to function similar to Zapier. Hoping to get one set up soon.

Thanks for all your help.

------------------------------
Renee Williams
------------------------------

Original Message:
Sent: 01-03-2023 17:02
From: Mark Shnier (Your Quickbase Coach)
Subject: Integration of Full Name field

There are a variety of solutions. I am assuming that you want to continue to have the ability to enter data manually. 

On way is to create a new Target field called [Zapier Full Name], and then create two new formula fields for the first name and last name and then use a pipeline to copy the value of those fields into your data entry fields.  

Another choice is similar but make new fields for First Name and Last Name fields as formula fields based on the Zapier full name  and the existing data entry fields which would probably be renamed to be [First Name (data entry)]  and [Last Name data entry)].

What that even person out a full name field into first name and last name we'll have a certain degree of messiness to it because some people will have three names and weird hyphenated names and prefixes and suffixes etc.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 01-03-2023 15:34
From: Renee Williams
Subject: Integration of Full Name field

We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registered attendees automatically imported into Quickbase. The issue is that the platform only collects the full name, and our database has a First Name and Last Name field. Although we have a formula field combining these values, it doesn't appear as a option when I try to complete an import.

How can I import a full name field and have it populate the First and Last name fields?

Full Name  into First Name and Last Name

------------------------------
Renee Williams
------------------------------

OK, so consider a Pipeline first, I suppose.  Imports Zapier records into the Full Name field.  Create two formula Fields to Parse out the Zapier First Name and Zapier Last name.

Then a simple pipeline that says when a record is Added and the Zapier Full Name field is populated and the first name and last name fields are empty then to copy those Zapier Parsing formula fields into the first and last name fields, respectively.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

Original Message:
Sent: 01-03-2023 18:33
From: Renee Williams
Subject: Integration of Full Name field

Thanks, Mark. Our exiting First and Last Name fields are used so frequently throughout Quickbase, that I am reluctant to incorporate new name fields. I haven't created a Pipeline yet, but it appears to function similar to Zapier. Hoping to get one set up soon.

Thanks for all your help.

------------------------------
Renee Williams

Original Message:
Sent: 01-03-2023 17:02
From: Mark Shnier (Your Quickbase Coach)
Subject: Integration of Full Name field

There are a variety of solutions. I am assuming that you want to continue to have the ability to enter data manually. 

On way is to create a new Target field called [Zapier Full Name], and then create two new formula fields for the first name and last name and then use a pipeline to copy the value of those fields into your data entry fields.  

Another choice is similar but make new fields for First Name and Last Name fields as formula fields based on the Zapier full name  and the existing data entry fields which would probably be renamed to be [First Name (data entry)]  and [Last Name data entry)].

What that even person out a full name field into first name and last name we'll have a certain degree of messiness to it because some people will have three names and weird hyphenated names and prefixes and suffixes etc.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 01-03-2023 15:34
From: Renee Williams
Subject: Integration of Full Name field

We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registered attendees automatically imported into Quickbase. The issue is that the platform only collects the full name, and our database has a First Name and Last Name field. Although we have a formula field combining these values, it doesn't appear as a option when I try to complete an import.

How can I import a full name field and have it populate the First and Last name fields?

Full Name  into First Name and Last Name

------------------------------
Renee Williams
------------------------------