Connecting to another Quick Base app

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 create a connected table to access data in another Quick Base app. Bring the data you want into your app and refresh it based on a schedule you set, or any time, on-demand.

Note: You can also access data in other Quick Base apps using a cross-app relationship. However, creating a connected table enables you to access all of the within a table, rather than specific lookup fields.

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

  2. Choose an Authorization type. User token is recommended. Enter your user token or create a user token in My Preferences. If you choose to authorize using user name and password, enter your Quick Base user name and password for the app you are connecting to.

  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, and we'll guide you along.

Note: 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.

Related Topics:


Go back      |       

© 1999-2018  QuickBase, Inc.  All rights reserved.  Legal Notices.