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BethanyHudson's avatar
BethanyHudson
Qrew Trainee
5 years ago

New App, need to get info from another app

I am in the process of essentially starting over with our project management database and need a little help. A consultant basically built the two applications that we use, Grants (which is all the financials) and Projects & Activities (everything else like contracts, project info).
We have started a brand new application and have gone all the way to Activities, which is the last step before Contracts and Grants. I need help getting information from our existing app to our new one. Because we will be re-creating the Grants application as well, I don't know how successful it will be since each app talks to the others. Help!

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Bethany Dickey
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App builders
Data import and export

7 Replies

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  • PaulPeterson1's avatar
    PaulPeterson1
    Qrew Assistant Captain
    5 years ago
    What data are you trying to send/receive?  There are a few options.

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    Paul Peterson
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  • EvanMartinez's avatar
    EvanMartinez
    Quickbase Staff
    5 years ago
    Hi Bethany,

    Is it going to be a one time move of data from your existing app into the new app or is it about connecting data going forward between the two apps?

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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    • BethanyHudson's avatar
      BethanyHudson
      Qrew Trainee
      5 years ago
      Hopefully just a one time move. A big issue is that the consultant created soooooo many fields with relationships that we don't want so we don't want to delete them and end up deleting any data.
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      ------Original Message------

      Hi Bethany,

      Is it going to be a one time move of data from your existing app into the new app or is it about connecting data going forward between the two apps?

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      Evan Martinez
      Community Marketing Manager
      Quick Base
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      • RobertNTalbert's avatar
        RobertNTalbert
        Qrew Member
        5 years ago
        I always start these kinds of projects with a data design on paper of the to-be data model, which you can use and compare with the as-is design.  That will make it easier to visualize how the data will map from old to new.  

        It will be important to understand why those existing data fields and relationships were built in the old model.  You may not want or need them for any apparent business reason, but often these kinds of fields need to be added to support or enable the data you do want to see, in the way that you want to see it (especially in QuickBase).

        If you have new, eliminated or changed business processes, those should be clearly identified and documented, along with new, eliminated or changed reporting requirements or interfaces with other applications or systems.

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        Rob Talbert
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    • BethanyHudson's avatar
      BethanyHudson
      Qrew Trainee
      5 years ago
      Also, we aren't sure whether to make certain things a table or a whole new app.

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      Bethany Dickey
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