Using a different connection

Connections provide access to data in a cloud app, service, or folder containing CSV files. They enable you to bring data into a connected table in your Quickbase app and keep the data in sync.

App admins can change a connected table to use one of their own connections.

Why switch to a different connection?

You might want a connected table to use a different connection if the connection owner changes roles, leaves the company, or is not available to change the connection filter or add or remove connected fields from the table. You may also want to switch connections if another connection, with different access privileges, provides the data you need in the connected table.

Don't immediately switch connections if your current connection isn't working. In most cases, you can easily fix your connection. Start by testing and re-authorizing the connection.

Remember that you can switch the table from the current connection (yours or someone else's) to one of your connections. You can't switch a table to use someone else's connection. Only the connection owner can do that. For example, if you switch a table from using Pat's connection to your connection, then you can't switch the table back to using Pat's connection. Only Pat can switch to their connection, since she owns it.

Do I need to do anything before switching?

Connections provide access to data in a service. Make sure the connection you're planning to switch to has access to the data that is currently connected in Quickbase.

  1. In Quickbase, check which fields are connected to the service. To do this, open the connected table, click Settings and select the connection. In the Connected fields area on the Connection settings Details tab, click View fields.

    The Fields page displays. If the Info column is not visible on the Fields page, click Advanced Options and select to display the Info column.

    This column contains the name of the field in the service that the Quickbase field is connected to. Note which fields in the service are connected, so you can make sure that connection you're planing to switch to also has access to them.

  2. Log in to the service using the credentials associated with the connection you want to switch to.

  3. In the service, make sure you have access to the fields that are currently connected in Quickbase. If you don't, there are a few ways you can resolve this. See Troubleshooting table refresh errors.

  4. If you are switching to an existing connection, test the connection. To do this, click My preferences in the global bar. In the My Connections area, select the connection you want to test, and click Test Connection.
How do I use a different connection?
  1. Open the connected table and click Settings.

  2. Select the connection.

  3. Click Use different connection.

  4. The connection currently in use is highlighted. Select the connection you want to use and then click Use this connection.

  5. Click Yes if you want to switch to the selected connection. To refresh data in the table using the new connection, click Yes.

Tip: You can also create and switch to a new connection. After you click Use different connection, select Create a new connection. Create the new connection, and click Yes when prompted to switch connections.

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