Taking over from another colleague ... need to clean up

[Judith_Tennant]

Hello, this is my first post, and to be honest, my first time with airtables. I do have extensive experience in excel, so that’s a start, right? hahah

I am taking over for a colleague who organized the information, but after spending 3-4 hours of looking at all of the “tables” and then reviewing some of the webinars, I’m pretty sure I need to start from scratch.

This is what we have … it’s a rescue for animals … (one table) and then we have people (the second table)

There are many different tables for each of the roles that people play. And then there are many many tables for the animals.

I want to have two tables - one for people, one for animals, and then I want to put all the people info in the people table, and all the animal info in the animal table.

The tables will be quite wide and have lots of data (about 1400 records of people and close to 500 of animals.)

Here’s my problem - all of these many many tables are linked records all over the map to other many many tables … I am trying to figure out how to take all of this data and put it into two tables, and maybe somehow keep some of these links.

I’m not sure if that is feasible, unless I go through them one by one.

My other option is to download all of the many tables into excel, and then upload everything back and format it afterwards with the links

Any input / advise / suggestions are welcome,

Thanks

[Judith_Tennant]

Hi Hannah, we are only tracking parrots.

What we need to track is this:

people - volunteers, boarders, relinquishments, donors, adopters, phone messages

birds - the tables that you saw

HR - staff / conflict resolution - this should be separate from the other people as they are employees, not volunteers)

Communications - logo, branding, events

Calendar - from the communications - linking events to the calendar

Also - moving forward I would like to have automations set up with survey input. We will have a survey / adoptions questionnaire and the info would automatically populate into the people table.

I see all of these in one base … do you think this is feasible?

Thank you very much

[Hannah_Wiginton]

@Judith_Tennant - It sounds like you’re on the right track.

Yes, you could do this all in one base. For HR, you may want that one as a separate base and limit access. It’s best to think about what would be good to link together and also, who will need (or should/should not have) access.

It’s hard to say exactly what you should do without knowing your organizational structure and operations.

It sounds like you’re off to a good start.