How QuickBase Sync will Change the Way You Solve Problems
Andrew Varley
Product Manager, Intuit QuickBase
This information is intended to outline our
general product direction, but represents no
obligation and should not be relied on in
making a purchasing decision.
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Andrew Varley Product Management
Andrew has worked in technology for 10+ years,
specializing in SaaS applications and data integration
for the past four. A QuickBase evangelist, who is
excited about bringing data integration to the entire
customer base enabling new solutions and increased
productivity
Bios
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• Learn how to use QuickBase Sync
• Understand why Integration is important
• See how Sync can change your business
What We Hope You Get Out of This
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① How we got here and why
② Connected Tables - Demo
③ Table Relationships - Demo
④ Where do we go from here?
AGENDA
1 How we got here and why?
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• Loose process built into desktop files
• Lack of collaborative workflow
• Multiple sources of truth
Spreadsheets
Decision Maker Data Entry Users
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• Data only accessible by a single person or group
• Blocker in workflow and decision making
Silos of Data
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QuickBase as a Solution
• Cloud based
• Fine Permission Control
• Collaboration Across
Groups
• Workflow built in
$1 in $6By 2017, the cloud software model will account for $1 of every $6 spent on software
IDC, Worldwide SaaS and Cloud Software 2013–2017 Forecast and 2012 Vendor Shares
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13,284Public APIs Listed
www.programmableweb.com, # of Public APIs cataloged
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• ~7000 SaaS companies looking for money
• In over 80 categories!
Breadth and Depth
Angellist, https://angel.co
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Too many SaaS Apps?
SaaS Apps can start to feel like
‘spreadsheets’ where data is back in silos
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Custom Integrations
Managing your Customer Care tickets Sales and Project Management Process
Web Server consuming APIs
of the 3rd party apps
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• A DIY Integration tool built to directly
into QuickBase
• No Coding Required
• Harness the power of QuickBase with
automatically refreshed data from
your other Apps
Enter QuickBase Sync
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AND MORE TO COME...
ACCOUNTING
BILLING CUSTOMER
SERVICE
CRM
2 Connected Tables
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Connected Tables are as easy to use as…
…Regular QuickBase Tables
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• Connect to your 3rd party apps using the QuickBase New Table UI
• No coding or scripting required
• Focus on your app instead of integration
Integration Simplified
If you can use a QuickBase Table, you can use a Connected Table!
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Connected Tables
DEMO
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• They can be used in Relationships
• They can have additional fields on them
• They can have notifications, reminders, and subscriptions
• They can have reports built on them
• They can have fine grain permissions to control who can access this data
Power in Similarity
3 Table Relationships
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• Rebuild the relationships that are in your other apps
Connect your 3rd party data together
InvoicesCustomers
• Invoicing
• Customer Balance/Receivables
ID CustomerID
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Relationships
DEMO
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• Workflow already built in QuickBase
• Additional information needed on existing tables from other systems
• Need a way to connect these two tables
Connect to an Existing Table
Why is this different than normal relationships?
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• QuickBase normally handles this information for you when you create a
new Table-Table relationship
Connect to an Existing Table
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• Create a field that is common to both systems
– When Quickbase records are the parent, store the RecordID in the
3rd party app’s table
– When Quickbase records are the children, store the 3rd party app’s
key field on the Quickbase table
Creating the Relationship
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QuickBase Parent Record
DEMO
4 Where do we go from here?
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• Thousands of 3rd party apps
• Behind-the-firewall data
• Proprietary custom software solutions
Other Data Sources?
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• Generic CSV data connection to allow automated SYNC with your data
CSV Liberator
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Garbage In, Garbage out isn’t your problem anymore…
SYNC just liberated your data
…but finding answers in your data might still be difficult
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Reports
Down the path to more
chart types!
Learn More @ the Sync Kiosk
Learn More about Sync @ the 4pm session
THANK YOU!