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Integrates the popular data handling library Pandas and the QuickBase API

Project description

qBandas

qBandas (QuickBase + Pandas) is a Python package designed to effeciently transfer tabular data between QuickBase applications and the popular Python data handling library Pandas. If you are new to Pandas, you can read more about it here.

The advantages of this approach over a QuickBase pipeline are:

  • Access to databases through Python libraries like pyodbc and SASPy.
  • Greater control over features like error logging, data processing, automated reporting, and scheduling.
  • Significantly less performance impact on your QuickBase application.
  • Access tabular data from local sources.
  • Coming in v1.1.0: Use SQL to pull data from your QuickBase app. Easily pull data from a QuickBase app.

The disadvantages of this approach compared to a pipeline are:

  • Requires some knowledge of Python and Pandas.

Setup

To use this library, simply get it from pypi. First, update your pip, then install qBandas

python -m pip install -U pip qbandas

You can now use it through import.

import qbandas

Getting Started

To show you the ropes, I will demo a walkthrough of uploading a DataFrame to QuickBase.

1) Get Your Data

Read your tabular data into Python. The method you use for this is up to you. This step is one of the greatest strenghts of this method compared to a pipeline as you can get your data from anywher.

import pandas as pd

data = {
  "name": ['John', 'Michael', 'Jill'],
  "age": [50, 40, 45],
  "phone": ["(555) 123-456", "(123) 999-4321", "(675) 555-1234x777"]
}

df = pd.DataFrame(data) # my data is in df

2) Gathering QuickBase Information

You will need to provide credentials in the form of a headers.json file. This file is used to authenticate requests to the QuickBase API. You can create the file by running the following.

qbandas.headers.create(interactive = True, repair = True)

3) Getting a Schema

What is this an why do I have to do it?
Schemas are just META data bout a table. qBandas uses locally stored schemas to automatically handle data formatting for you. The QuickBase API has strict rules about how the data should be delivered, so we need to "ask" the API ahead of time for a schema before we can send any data.

All you will need is the table's DBID; this is the hash that comes after /db/ in any QuickBase url.

qbandas.schema.pull("dbid")

You should see that a ./schemas/ directory was created with one file in it. I recommend that you rerun the schema pull anytime your QuickBase table adds, removes, or modifies its fields not its records.

4) Sending the Data

You are all set! You can send data to your app now.

qbandas.upload.records(df, "dbid")

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