Adding a connected table

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:

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.

To add a connected table:
  1. Name your connected table

  2. Select the data source to connect

  3. Select fields

  4. Set a filter and choose refresh options

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 have a connected table — now what?

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.

Learn more about connecting

Bill.com

Salesforce.com

Zendesk

NetSuite

another Quick Base app

Zuora

Intacct

QuickBooks Online

folders containing CSV files in Box, Dropbox, Google Drive, or an SFTP server

Gmail

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