how quickbase sync will change the way you solve problems

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!