Connecting to a folder on Exchange server

You can automatically connect to a folder on your Exchange server and bring email messages into a Quickbase connected table. For example, you might want to create a connected table that brings in customer email, so your team can see all correspondence from a specific customer.

You can refresh your connected table automatically, based on a schedule that you set.

To connect to Exchange server:
  1. From the table bar, click New Table and then select Using connected data.

  2. Name your table, click Next, and then select Exchange.

  3. Enter the Server name. This is often The Exchange server must be running on port 993.

  4. Choose an Authorization type.
    OAuth 2.0 is recommended and is the required authorization type for Office 365 users. If you choose this type, enter the same username you will use to sign in to Exchange when the connection is created. Username and Password authorization can be used for internal Exchange servers. Enter your user username and password for the Exchange server. A username can be either an email address or a domain-qualified account name (domain\account), depending on the configuration of the Exchange server.

    Note: After an Exchange connection has been created, the authorization type cannot be changed.

  5. Create your connected table. See Adding a connected table to your app or click the Help icon in the top right, while creating your table, and we'll guide you along.

View, test, or delete your connections

To view details about your connection and test, change, or delete connections, click the user dropdown on the Global bar, then click My preferences. Your connections display in the My Connections area.

View connected table details and history

To view Details about your connected table, including the connected service, connection owner, connected fields, filter, and schedule for the connected table, access the connection in Table Settings. You can also view a History of recent refreshes, and edit the connection filter, refresh schedule, or switch to use a different connection, if necessary.

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