How to Start

Suppose you would like to begin with a preconfigured database. In that case, you can review the TeamDesk library to find a database template that corresponds to your business process.

In most cases, your critical business information may already be stored in spreadsheets, and you want to add this data to your TeamDesk database. You can create a new database from scratch, build your own tables, and import all the necessary information.

You can create as many databases as you like.

Get Started Page

To create a new database and import data:

  1. Click the My TeamDesk link in the top left corner of the window if you already have a TeamDesk account.

  2. Then click New, and you will be directed to the Get Started page.

You have four options to choose from:

The first option greatly simplifies the initial setup process and reduces the time and effort required to build a database from scratch. The integration between TeamDesk and OpenAI also enables the automatic linking of tables based on their names. When creating a new table, users can reference existing tables by name, and the system intelligently establishes the necessary relationships between them. You can find more information about TeamDesk + OpenAI integration in the following blog article.

If you are building the database from scratch, enter the name and description for the new database in the displayed form. Click Create Database.

Create a New Database Page

The system will prompt you to create a new table (read the Creating a New Table topic for more details). Enter the name of the new table (Note: At this stage, it is not necessary to specify table columns).

From the menu in the main frame, select Tables > Import data into table. The system allows you to add data from two possible sources:

Import data into the newly created table as described in the Importing Data into a Table topic.

Merging Databases

There may be times when you want to combine preconfigured databases listed in the library with each other or with a database you built from scratch. For example, you may want to merge the "Invoicing" preconfigured database with your existing "Clients and Fees Database."

Select the "Invoicing" database in the Database Library.

In the Merge with Database section, choose a database that should merge with the "Invoicing" preconfigured template.

Merging Databases