Search

Quickbase

Quickbase

Setup Guide

Follow these steps to connect Quickbase to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Quickbase into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select an AuthScheme and follow the relevant instructions below.

Authentication Methods

Basic

  1. For Basic authentication, enter the following information:

  • User—the Quickbase username for authentication.

  • Password—the user password.

  • Application Token—(optional) the application token is located at MyAppName > Settings > App properties > Advanced settings > Security options > Require Application Tokens > Manage Application Token.

  1. At the top of the CData Connect Cloud Add Quickbase Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

Token

  1. Enter the User Token. You can find the User Token under Quickbase > My Preferences > My User Information > Manage User Tokens.

  2. At the top of the CData Connect Cloud Add Quickbase Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Quickbase, see this information page.