Connecting to a folder on Exchange server

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.

You can automatically connect to a folder on your Exchange server and bring email messages into a Quick Base 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 outlook.office365.com. The Exchange server must be running on port 993.

  4. Enter your user name and password. A username can be either an email address or a domain-qualified account name (domain\account), depending on the configuration of the Exchange server.

  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.

Important: Deleting a connection for Gmail, Google Drive, or QuickBooks will invalidate other QuickBase Sync connections that were created with the same Gmail, Google Drive, or QuickBooks log in credentials. This happens because when a connection is deleted, we send a request to the connected service to revoke the OAuth token that was used by that connection. When Google or QuickBooks receives the request, they invalidate all the OAuth tokens for Quick Base Sync for that user. The connections in Quick Base will fail until the connection owner reauthorizes the connection to get a new valid OAuth token.

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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