The Quickbase Excel Add-in lets you connect your Quickbase app to Excel. Use it to easily import reports as sheets, so you can analyze your Quickbase data in Excel.
Note
This Add-in uses the runReport API to import Quickbase reports into Excel. Each time it imports 1,500 records, it uses 1 integration read. Learn more about integration reads.
Install the Add-in
Get the Quickbase add-in from Microsoft AppSource. Or install it directly from Excel:
In Excel, navigate to Add-ins.
In the Add-ins store, search for Quickbase.
Select Add to install.
Connect your Quickbase application
Enter the name of your realm.
This is everything that comes before quickbase.com in your realm’s URL.
Enter your app ID.
Find this in Quickbase by navigating to App settings > App management > Show app statistics.
Enter a user token.
Learn more about creating user tokens.
Select Connect.
Note
The Add-in can only connect to one Quickbase app at a time. To add data from a different app, log out of the Add-in and reconnect using the new app ID.
Import reports
After you’re connected, choose Select reports to import tables reports from Quickbase.
A pop-up shows you all tables and reports in your Quickbase app. Select the ones to import into Excel, and then select Import.
Every report is imported as a separate sheet in Excel. Refer to the data mapping table to learn how Quickbase field types map to Excel data types.
If you make changes in your Quickbase app, you can Refresh tables to update the list.
Data mapping
This section explains how Quickbase field types map to Excel data types.
Formula fields and relationship fields (summary, lookup, and reference) use the same mapping as their respective scalar field.
Note
Data imported into Excel may not be formatted in the same way as in Quickbase. For example, when importing a date field, you see 2025-08-01 in Excel, rather than 8/1/25 in Quickbase. Learn how specific values are formatted in our API documentation.
Quickbase field type | Excel data type |
|---|---|
Text | Text |
Text - multi-line | Text |
Text - multiple choices | Text |
Rich text | Text |
Multi-select text | Text |
Numeric | Number |
Numeric - currency | Currency |
Numeric - percent | % |
Numeric - rating | Number |
Date | Date |
Date / time | Custom - Date + Time |
Time of day | Time |
Duration | Number (presented as days) |
Check box | Text (true/false) |
Address | Text |
Phone number | Text |
Text | |
User | Text (user ID and name) |
List - user | Text |
File attachment | Text (file name, like picture.jpg) |
Report link/db link | URL |
vCard | Not supported |
iCalendar | Not supported |
Predecessor | Not supported |
Work date | Not supported |
Refresh data
Select Refresh sheet to automatically update the data in the current Excel sheet with the data in Quickbase.
Important
Refreshing data deletes any changes made in Excel.
Manage account
Select the more menu to manage your account.
Select Profile to go to the Profile page in Quickbase.
Select Sign out to log out of the Quickbase plugin in Excel. Signing out does not delete any data in the Excel spreadsheet.
Limits
Only table reports are supported at this time.
Reports that prompt users for selection criteria are not supported. Learn more about these reports.
All Excel limits and specifications apply. Learn more in Microsoft’s documentation.
Performance constraints
Performance varies between the Desktop and Web version, with the Web version of the Add-in performing significantly slower. Use the Desktop version for the fastest and most reliable experience when importing more than 20,000 records.
Importing large tables, like tables with a significant number of records or fields, can take several minutes. In some cases, large imports may cause Excel to freeze or crash. For large datasets with more that 60,000 records, import one report at a time or break them into smaller chunks.
Import times increase as more tables are added to the same workbook. Avoid importing multiple large reports simultaneously.
Authentication and session behavior
You would need to reconnect your Quickbase app in these cases:
When the workbook is closed and reopened.
When you open the workbook on a different device or platform, such as switching from desktop to web.
When the Add-in cache is cleared or you've signed out.
When you share the workbook with others—they need to connect the application themselves.
After it is connected, you can refresh data from any Quickbase apps assigned to your user token. That means if you have multiple Excel workbooks connected to different apps, you can refresh data in any of them, as long as the same token is used. If apps use different tokens, refreshes will only work for apps associated with the active token.
Best Practices
Use one session at a time (Web or Desktop) per workbook.
Avoid sharing workbooks across users when using the Add-in.
Limit the number of imported sheets and avoid importing very large datasets in a single session.
Use separate tokens per app to maintain clear access boundaries.
Troubleshooting
Quickbase app won’t connect
If your Quickbase app does not connect to the Excel plugin, clear the Web Cache in Excel, then try again:
Select the information icon on the Quickbase plugin
Select Clear Web Cache
Slow performance when using the web version
The web version of the Quickbase Add-in performs slower than the desktop version, especially when importing large tables. For better performance with large tables, use the desktop version of Excel.