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Connecting Quick Base With DBs - Peter Fearey
 

Connecting Quick Base With DBs - Peter Fearey

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Peter and his team have been busy developing best practices for importing and exporting data into QuickBase – learn some of the tricks to help make integration with other data sources seamless. ...

Peter and his team have been busy developing best practices for importing and exporting data into QuickBase – learn some of the tricks to help make integration with other data sources seamless. Boomi, QuNext and QBDesktop are just some of the examples Peter will touch upon during his talk.

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  • Impact: Reduced # of clicks to get information from about 5 per account to seeing all data on one screen and enabled reporting that allowed us to reduce “non-payment”

Connecting Quick Base With DBs - Peter Fearey Connecting Quick Base With DBs - Peter Fearey Presentation Transcript

  • Connecting QuickBase with Data(bases)
    Peter Fearey, Customer Success Group Manager
  • What’s The Problem People Want to Solve?
    2
    Importing Examples
    Business Needs…
    • Give users more reference data
    • Improve reporting with add’l data
    …which can require additional data…
    Reference Data
    • Employee info
    • Customer firmographics
    Transactional
    • Sales / Orders
    • Support tickets
    QuickBase Application
    …that’s stored in variety of formats
    Files
    Databases
    Business Apps
  • What’s The Problem People Want to Solve?
    3
    Exporting Examples
    Importing Examples
    Business Needs…
    Business Needs…
    • Give users more reference data
    • Improve reporting with add’l data
    • Use “enterprise reporting” tools
    • Integrate with a data warehouse
    • Backup / Archive data
    …which can require additional data…
    Reference Data
    • Employee info
    • Customer firmographics
    Transactional
    • Sales / Orders
    • Support tickets
    QuickBase Application
    …where need to get data out to
    other data sources
    Databases
    Files
    …that’s stored In variety of formats
    Business
    Applications
    Reporting
    Tools
    Files
    Databases
    Business Apps
  • And to Accomplish Business Needs, Need to…
    4
    Extract
    Load
    Files
    Files
    QuickBase Application
    Databases
    Databases
    Reporting
    Tools
    Transform
    Business Apps
    Extract Transform Load
    More commonly known as “ETL”
    Business Apps
  • General ETL/Integration1 Options
    Complexity Continuum
    Programming Required Point and Click
    1 This list only includes technologies not specific to single packaged business applications
    2 The list of supported applications is a representative sample and not ALL supported apps
    5
  • What it requires…
    A developer that can use the HTTP API or one of the QuickBase SDKs
    A scripting environment (which one depends on that language want to use)
    A server for triggering/running the scripts and logging results
    How you do it…
    Pick a language/SDK and development environment want to use and get educated on it
    Review example code (e.g. what’s on QIN and what’s in QuickBase Desktop)
    Learn about ways to import/export data…
    API calls used for data integration: API_ImportFromCSV, API_AddRecord and API_DoQuery
    Techniques for exporting, including defining reports that export data in specific formats…
    Start developing… (see other Tech Fest presentations for help)
    Best for…
    Integrating with other custom developed applications
    Coding complex business logic and data processing
    Example: Doing a lookup for a related master before importing
    6
    API Scripting
    For more information, go to our QuickBase Innovator’s Network (QIN)…
    http://quickbase.intuit.com/developer/
  • What it requires…
    A computer with Microsoft Access installed
    A copy of the QuickBase Desktop MS Access template/file
    How you use it…
    Download and open a copy of the “QuickBase Desktop” MDB file
    Enter username/password, which will prompt QuickBase to list your apps
    Select which tables you’d like to sync down to your desktop / MS Access
    QuickBase will pull 1) field/report definitions and 2) all data to local machine
    Best used for…
    Archiving of data
    Pulling data onto local server for a reporting
    engine to access for advanced analytics
    7
    QuickBase Desktop
    For more information, go here…
    http://quickbase.intuit.com/developer/ and search for “QuickBase Desktop”
  • What it requires…
    A server or client machine to install the driver
    Software to run the driver e.g.
    MS Excel, MS Access, MS Word, MS Visio, Crystal Reports
    WinSQL, FuzzyDupes, SQL Server, Informatica
    A purchased license to the driver
    How you use it…
    Install QuNect and configure ODBC sources on server/system
    Depending on application/environment you’re using…
    If Excel / Crystal, can import or build reports by pointing to created data source
    If developing custom app (e.g. VBA app), can start referencing data in code
    Best used for…
    Leveraging eco system of ODBC software
    and team of developers who know SQL
    Building easily maintainable scripts
    8
    QuNect ODBC
    For more information, go here… http://quickbase.intuit.com/partners/featured-extensions
  • What it requires…
    MS Excel installed on all user’s machines
    A VBA developer who’s able to customize (or can get partner help)
    A purchased license of Advantage Software’s App-Link template
    How you use it…
    Configure the tables and reports want to download
    Build dashboard content & summary reports to render the data
    Best used for…
    Creating custom dashboard & reporting
    Offering smart, sophisticated data input
    9
    App-Link
    For more information, go here… http://quickbase.intuit.com/partners/featured-extensions
  • What it requires…
    Subscription to Boomi AtomSphere
    A developer who’s capable of creating integration scripts
    How you use it…
    Connect QuickBase with any other SaaS or on-premise application using drag-and-drop web-based workflow environment
    Deploy integration into Boomi’s cloud, or on-premise for integrating apps behind the firewall
    Best used for…
    A platform for coding and
    scheduling many integrations
    Integrating with many
    different packaged apps
    10
    Boomi
    For more information, go here…
    http://www.boomi.com
  • Other Partner/Targeted Examples…
    11
    For more information, go here…
    http://quickbase.intuit.com/partners/featured-extensions
  • Like any other business we have two key needs…
    Front line employees need…
    Systems that are easy to use / navigate (and we chose QuickBase :->)
    Access to information relevant to doing their job
    Management needs…
    Dashboard reporting to see daily results (without huge costs)
    Access to information across all functions (e.g. operations, sales, etc)
    So we set out to do two things…
    Consolidate all invoice and credit card charge info
    Build a data warehouse of all cross-functional business data
    12
    A Case Study… The QuickBase Business Warehouse
  • Enabling Front Line Teams With Data they Need
    13
    • The Problem…
    • Front line teams needed to be able to see payment status for each account, and
    Invoice data resided in company billing system- an Oracle database
    Credit card charges were done in back end system and not stored in easy to access repository
    • The Solution…
    Load
    Transform
    Extract
    Match / Lookup
    Augment
    Oracle “Job”
    Automated
    Sync
    Oracle DB w/
    Invoice Data
    CSV File
    SQL Server
    Integration
    Services
    QuickBase
    Desktop
    QuickBase
    Customer Central
    Application
    API_AddRecord called from
    Billing Application
    Credit Card Billing App
    • ROI and Impact…
    • Front line teams can…
    • no longer need to click between many screens to get basic billing info...saves hours
    • be more proactive about helping accounts deal with billing during renewal time
    • New reporting has helped identify handful of “non-paying accounts”
    • Lessons Learned…
    • There’s no single approach to data integration because every system has unique challenges
    • Automated two-way sync’ing and permissions with QB Desktop simplified loading
  • Building Enterprise Data Warehouse and Reporting
    14
    • The Problem…
    • Team needed ability to run reports on huge amounts of data
    • Data we needed resided in various sources: QuickBase, SQL Server production database, logs, etc
    • The Solution…
    Extract
    Load
    Transform
    Report
    Aggregate
    Match / Lookup
    Consolidate
    Augment
    SQL Bulk Load
    Account Data
    SQL Analysis
    Services
    Dashboard &
    Pivot tables
    SQL Bulk Load
    QuNect Single
    Record Updates
    SQL Server
    Integration
    Services
    QuNect
    Bulk Extract
    Web Server Logs
    SQL Data
    Warehouse
    QuickBase
    QuickBase
    Customer Central
    Application
    QuickBase
    Reports
    Customer Central
    Application
    • ROI and Impact…
    • Daily updating gives us almost real-time access to how the business is doing
    • Key decisions are backed by sound analysis and are grounded in data (as opposed to opinion)
    • Lessons Learned…
    • Single record updating gives us ability to notify team members when changes occur
    • Multiple reporting technologies can be necessary for different levels of detail and capability
  • Realize that there’s no “one size fits all” approach…
    Each integration is unique…and it just takes time to build them out
    It’s good to be aware/familiar with different techniques and technologies
    Focus on the integrations that will help the largest # of people first
    Standardize on one “platform” for scheduling and monitoring the entire environment. Options include:
    Custom scripting environment using SDK / API
    Packaged tools: SQL Server Integration Services, Boomi, Informatica, etc
    Select the tools / languages you’re organization knows best…
    And if necessary, don’t be afraid to get help from one of our partners
    http://quickbase.intuit.com/partners
    15
    Best Practices to Working with Data
    But most importantly, remember that…
    QuickBase is a database, and like other databases, it can be integrated with most anything
  • Questions?
    16