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

Question

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?

nealneal · Answer

Hi Hilary, Can you please provide more details ? My guess is that form data contains different&nbsp; types&nbsp; 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

hilaryhilary · Answer

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.

nealneal · Answer

Hi Hilary, So your expected solution would do the&nbsp; 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

laura_thacker · Answer

At EMPOWER2016 there was a session run by Ian Greig from Run Energy.&nbsp;&nbsp;They utilized GoFormz to connect PDF Forms to QuickBase.&nbsp;&nbsp;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.

hilaryhilary · Answer

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.

Forum Discussion

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

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