This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.
Add a connected table to display and automatically update data from:
cloud apps and services, like Salesforce.com and QuickBooks Online
folders containing CSV files in Box, Dropbox, Google Drive, or an SFTP server (stored within Quick Base Sync > your folder name)
You can select the fields that you want to include in your connected table and automatically refresh the table, based on a schedule that you set. You can also refresh connected tables on-demand, any time you want.
Since the data in connected fields comes from an external service, you can’t edit the data in connected fields. This helps to keep your data in sync across multiple services and eliminate potential confusion about which system contains the most up-to-date information.
Name your connected table
Open the Quick Base app that you want connect.
From the table bar, click New Table and then select Using connected data.
Name the connected table and select an icon to represent the table.
Select the data source to connect
Select the source you want to connect to and enter the information required for Quick Base to connect to your data. This may vary, based on the source. For most cloud apps, you’ll be prompted for your user name and password, while for CSV files, you’ll create a folder and add your file.
Select a set of records to connect, for example, Opportunities.
Depending upon the service, you can choose from ready-to-use collections of the most commonly requested data sets, Optimized for use with Quick Base, or if you're an expert user, you can select a table, as displayed directly from the service’s API.
Either way, after you a select a set of records, we’ll show you the available fields, so you can connect just what you need. In most cases, an Optimized data set is the best choice.
Select fields on the left and drag them to the right to include them in your connected table. You can use keyboard shortcuts to move fields.
Arrange the fields in the order that you want to display the columns in your connected table and then click Next.
Set a filter and choose refresh options
Define a filter to limit the records that you connect. For example, connect only invoices from this year, rather than all invoices.
Select refresh options to define when and how to refresh the connected table.
You can refresh your table any time by clicking Refresh data.
Your connected table displays in the table bar with the icon. It may take a moment for Quick Base to display all the records in your connected table.
Connected fields display the icon in the Field Settings page. You can add or delete fields and change the filter and refresh schedule at any time.
You can use connected data in your workflows and build reports across all your data from within Quick Base.
Add fields, create relationships, and configure permissions as you normally would. Create lookups and summary fields and use connected data in your workflows, reports, and home pages.
You can add more fields to your connected table or delete fields. Like all Quick Base tables, connected tables automatically include 5 built-in Quick Base fields: Date Created, Date Modified, Record ID#, Record Owner, and Last Modified By. When you create a connected table, Quick Base automatically identifies a unique field to ensure accurate update of your data later.
Check out What can I do with connected data? for some ideas.
Note: You can’t add connected fields to Quick Base tables that are not connected tables.
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