What the best strategy to use for migrating data to a new app from an older 'legacy' app?

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I have been building a new app and will need to import data from tables in an existing 'legacy' app.  I will be mapping legacy fields to new fields in new tables.  Some of these contain attachment fields.  Being new to Quickbase, I am wondering what the best strategy might be to accomplish this.  Export to Excel/Access from the old and import to the new?  I can see there is a way to link to tables in another app, but I haven't figured out how to run the equivalent of an update query to migrate the data from one table to another.  If anyone can point me in the right direction I would very much appreciate it. 


Many thanks!
Barry
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Barry

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Posted 3 years ago

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Yes, you can dump to excel and then import, or alternatively, you can do a table to table copy.

There are two ways to do a table to table copy and cut out the middleman of excel.  One way is to simply run your table report and then use the More button.


The other way if you expect many iterations to get it mapped correctly, is to use import export and then set up a saved table to table copy.  

The challenge will be to recreate any linkages of relationships as the field for [Related Parent] will not have the correct value.  So that may then take you back into excel to do a bunch of VLOOKUPs to coax the correct values into fields.


As for attachments there is no native short cut.  If you have up to "low hundreds" of them, then manual is the best way.  if you have thousands of them, then there are QSPs like Juiced and Trinity and others who can migrate those file attachments for you, but now you are into consulting services.  If have high hundreds of file attachments, then chose your poison.
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Barry

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Thank you Mark for such a quick reply, and great information.  Just what I needed.  I imagine something like QuNect might be helpful for re-mapping the related key fields using Access, though I have just discovered that 3rd party tool.
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Ⲇanom the ultimate (Dan Diebolt), Champion

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>As for attachments there is no native short cut.  

You can use script and the FormData API to move any field[s] including file[s] between tables. Cross your fingers that the QuickBase muckety mucks approve my Form Juggling presentation that has extensive examples of using the FormData API with QuickBase. See:.

https://quickbase-community.intuit.com/questions/1484441#answer_3172460

You will weep with joy when you see how concise and powerful this technique is.
This technique is so powerful it needs a logo. See attachment for official FormData logo.
Yes and the other alternative is to ask Dan for help in moving your files!
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Barry

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....weep with joy!  Well I very much look forward to that... thanks so much!
Photo of Ⲇanom the ultimate (Dan Diebolt)

Ⲇanom the ultimate (Dan Diebolt), Champion

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I think I am going to license this technique - you  are going to have to sharpie  the words "FORM" and "DATA" on your knuckles to us it.
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Barry

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...very amusing...