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Create Database

  • 9 June 2020
  • 5 replies
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Userlevel 3

Hi, I would love to create a database where I can store records from customers and requesters. The idea is to use this information across multiple processes. Is that possible? 

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Best answer by Nicole Chiroli 9 June 2020, 15:17

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Userlevel 7
Badge +10

Hello Mary Anne, how are you doing today?

Yes, you can. The database feature is Pipefy's information storage system. You can think of it as the shelves in a library where you can store and retrieve important information for your company's processes, such as customer, supplier and product registration. :)

I think this article can help: 

https://help.pipefy.com/en/articles/807667-create-a-database 

Userlevel 6
Badge +2

Hey @Mary Anne , just adding to Nicole’s answer, once you have your database created you can use connections or connection fields to search/create records from as many processes as you want. 

A single database can be used in multiple processes.

Userlevel 4
Badge +1

Is it possible to create a database from a spreadsheet?

Userlevel 7
Badge +8

@dgodfrey you can create a database and then import data from a spreadsheet into that database. You can use the Importer App for this. See docs: https://help.pipefy.com/en/articles/2446438-how-to-use-the-importer-app-pipe-apps

 

Note that the usage is not entirely intuitive: you need to be inside a connected pipe instead of the table to import data into the table.

Userlevel 4
Badge +1

@genietim I got it all figured out yesterday. Once I realized I needed to enable the app and connect the database, I was all set. Really great features. I am a little concerned at how long it takes for imported data to register in their respective DBs. I imported 2 spreadsheets yesterday afternoon, and neither of the imports have completed as of right now. Thanks so much for your response!!

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