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

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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?
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Hilary

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Posted 3 years ago

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Neal

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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
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Hilary

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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.
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QuickBasePros_IDS, Champion

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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.
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Neal

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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
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Hilary

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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.
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Hilary

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Hm, I'll look into these, thanks!
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Neal

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Thanks Hilary ! Neal
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Sam Ritter

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What was the answer?