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Sample ‘ dummy data across linked tables

  • November 29, 2018
  • 4 replies
  • 63 views
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If I have multiple client projects that use the same structure, is there a way to duplicate or import the starting data so I have all the project tasks and milestones set up for each new client.
It is annoying if I have to create everything from scratch for each new client.

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    4 replies

    Kamille_Parks11
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    1. Make a new base with all the table/field configurations
    2. Add in a couple records to it with your dummy text, export this data as a .csv just in case
    3. When you get a new client, duplicate your starter base
    4. Rename your duplicated base for your new client. Your table configurations should already be set.
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      • Philippa_Richar
      • Author
      • New Participant
      • December 4, 2018
      1. Make a new base with all the table/field configurations
      2. Add in a couple records to it with your dummy text, export this data as a .csv just in case
      3. When you get a new client, duplicate your starter base
      4. Rename your duplicated base for your new client. Your table configurations should already be set.

      Thanks Kamille,

      However, I maybe wasn’t really clear in my description.

      I don’t want a database for each new client, I want them all in one base, so I don’t think this method will help.

      Regards

      Philippa

      Kamille_Parks11
      Forum|alt.badge.img+27

      Thanks Kamille,

      However, I maybe wasn’t really clear in my description.

      I don’t want a database for each new client, I want them all in one base, so I don’t think this method will help.

      Regards

      Philippa


      In that case, I don’t think so using Airtable-only functions. You would need to make a Zapier integration that will duplicate task records in Table B every time a new client is added to Table A.

      P
      • Philippa_Richar
      • Author
      • New Participant
      • December 4, 2018

      In that case, I don’t think so using Airtable-only functions. You would need to make a Zapier integration that will duplicate task records in Table B every time a new client is added to Table A.


      Your idea of the CSV file makes me wonder if I can do a less automated route. I can still copy and paste things in from a csv file - I’d still need to link manually but wouldn’t have to retype everything.

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