Connecting to the Quick Base Admin Console

Note: This topic refers to functionality that is only available to platform plans and up. This feature only is available to realms that have one account. The connections can only be setup by realm admins where the app is created.

You can create a connected table to access data on users and apps from the Quick Base Admin Console. Bring the data you want into your app and refresh it based on a schedule you set, or any time, on-demand.

To connect to the Quick Base Admin Console:
  1. Open the app that you want to connect to and make note of the following:

    • User Token: This layer of security is required. The user token being used here must be that of a realm admin in the target URL (see below).

    • Quick Base URL: Locate the Quick Base URL in the browser. For example, https://yourcompanyname.quickbase.com.

  2. Enter your user token or create a user token in My Preferences and use that for the input for user token.

  3. 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.

Notes:

  • There is a limit of 3 Admin Console connected tables per realm.
  • Through a connection, Quick Base fields are simplified as needed to fit these types: Text, Numeric, Date, Time, Checkbox, and Address. See About connected fields.
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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