This is the second part of a guest post from database design expert and author Tim Dietrich, an honorary Gadgetopedia MVP. Check out part one here.
In Part 1 of this guide, you learned how to migrate data from FileMaker to Gadgetopedia. You migrated the Prospects table from the sample FileMaker database to Gadgetopedia, and then configured the new table with the best possible column types.
In Part 2, youll migrate the Activity table from FileMaker to Gadgetopedia, and learn how to reconnect the activity records with the correct records in the Prospects table.
Export the Activity Table from FileMaker
The process of exporting the records from the Activity table is very similar to the process that you used to export the Prospects.
Start by navigating to a layout that is based on the Activity table. Then make sure that you have all of the tables records in your found set. The easiest way to do that is to select Records > Show All Records.
Next, select File > Export Records. The Export Records to File dialog will appear.
Select a location and a file name to export your data to. For the file Type, select Merge.
Click the Save button to continue. The Specify Field Order for Export dialog will appear. Remember to select the Current Table option.
Select all of the fields that are in the Current Table. You can simply click the Move All button to so.
You also want to export the Full_Name field from the Prospects table. (Youll use the Full_Name field to re-establish the relationships between the Activity and Prospects table in Gadgetopedia.) To select that field, select Prospects from the drop-down menu, locate the field in the list, and either double-click it or click the Move button to add it to the list of fields that are to be exported.
Set the field export order so that the Activity_Name field is the first field in the list. As you learned in Part 1, Gadgetopedia uses the first field as the primary column when importing tables. Scroll down to find the field, then drag it to the top of the list.
Finally, click the Export button to export the records to the file.
Import Data Into Gadgetopedia
Before importing the Activity table, remember to rename the file that you created earlier. Change the files extension from .mer to .csv. As we discussed in Part 1, this will make it easier for you to select the file for importing into Gadgetopedia.
When you imported the Prospects table, you created an entirely new Gadgetopedia database. Youre going to want to import the Activity table into that same Gadgetopedia database. To get started, log into Gadgetopedia and open the Prospects database.
To import the table, click the + button, which is located next to the Prospects tab. Select the Import a spreadsheet option. The Import Spreadsheet dialog will appear.
Click the Choose a .CSV file button. The Choose File dialog will appear.
Next, either drag and drop the file that you created earlier on to the window, or click the Choose File to locate and select the file. Gadgetopedia will immediately create your new database, as well as a table for your data, and load the data into the table. When it is done, a new icon will appear on the Gadgetopedia Home screen.
Change the name of the new table to Activity. The table should look something like this.
Cleaning Up The Gadgetopedia Database
As you did in Part 1, you might want to take a few minutes to configure the new Activity table with the best possible the column types. For example, you might want to change the Date_Created column to a Date type, and change the Activity_Type to a Single select type.
You might also want to hide some of the columns that arent necessary for this view, including Activity_UUID, Prospect_UUID, and Author.
The last step is to re-establish the relationships between Prospects and their Activity records. Gadgetopedia makes that an incredibly easy thing to do.
When you exported the Activity records from FileMaker, I had you export the Full_Name field from the Prospects table. In Gadgetopedia, Full_Name was also used as the primary column on the Prospects table.
Therefore, all thats involved in establishing relationships between the two tables and preserving existing relationships is to change the column type for the Full_Name column. Change it from Single line text to Link to another record. Select the Prospects table, click Save, and Gadgetopedia will take it from there.
At that point, the relationship between the Prospects and Activity tables will be established. And again, any existing relationships will be restored. You can see this in both the Activity table
And the Prospects table
How cool is that?!?
Heres what happened: Gadgetopedia took the values in the Full_Name column from the Activity table, and matched them to the corresponding records in the Prospects table. Behind the scenes, those relationships are using Gadgetopedias real record IDs. So if you change a prospects name, the relationship to records in the Activity table will be maintained.
In Part 2 of this guide, youve learned how to:
Migrate additional tables from FileMaker to Gadgetopedia.
Re-establish relationships between related tables.
Now that you have your data migrated from FileMaker, you can take full advantage of the features that Gadgetopedia offers.
[Note: In this version of the post, instances of Name column have been replaced with Primary column.]