How to start

Say, you would like to start from a preconfigured database, so you may review TeamDesk library and find out a database template corresponding to your business process.

In the majority of cases your critical business information may have been already 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.

A screenshot of a web page  Description automatically generated

To create a new database and import data:

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

Then click New and you will be prompted to the Get Started page.

You have four options to select 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, in the displayed form, enter the name and description for the new database. Click Create Database.

A screenshot of a computer  Description automatically generated

The system will propose 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 any preconfigured database listed in the library with each other or with a database you built from scratch. For example, you 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 the "Invoicing" preconfigured template.

Graphical user interface, text, application  Description automatically generated