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Quickbase connection guide for Jitterbit App Builder

Overview

This guide describes the system requirements and instructions for connecting App Builder to a Quickbase database server.

Editing data and record deletions are both supported for Quickbase integration with App Builder and will immediately update Quickbase, when performed from App Builder. Record creation from App Builder into Quickbase is not a currently supported option with App Builder.

System requirements

Database server

Quickbase Database Server

Client web browser

  • Chrome: 84+

  • Firefox: 73+

  • Safari: 13.0.1+

  • Edge: 84+

Connection instructions

Configure Quickbase user token for App Builder

  1. Navigate to Quickbase Console. For example: https://example.quickbase.com

  2. Click the user dropdown on the Global bar, then click My Preferences

  3. Select Manage User Tokens link on My User Information

  4. Click the + New User Token button

  5. Assign a Name

  6. Select the application to grant access under Assign token to apps

    Note

    If you have more than one application it is recommended to create a token by application

  7. Click the Save button

  8. Copy the Token generated by Quickbase

    attachment

Adding a server

  1. Navigate to the App Workbench for your App Builder application

  2. Select the Data Sources tile

  3. Click the + Source button

  4. Select New Connection for Add a Source to Your Application

  5. Click the Next button

  6. Search for Quickbase under the Cloud category

  7. Select the radio button for Quickbase

  8. Click the Next button

    attachment

  9. Assign a Name for Server Name on Server Settings

  10. Assign the API Key for Security Settings by pasting in the Quickbase Token

  11. Assign the Domain Name for Security Settings with the Quickbase URL. For example: https://example.quickbase.com

    attachment

  12. Click the Next button

  13. Click the Done button

  14. Confirm the new Source has been created for Quickbase under Data Sources

Import a data file

  1. Navigate to the App Workbench for your App Builder application

  2. Select the Data Sources tile

  3. Select the Quickbase Data Source entry under Data Sources

  4. Expand Import Capabilities

  5. Click the Edit button

  6. Populate your Table Name in Import Pattern

    Note

    Clicking Import without providing an Import Pattern will import all tables

  7. Click the Save button

  8. Click the Import button

  9. Click the Proceed button

    Note

    The import process will run in the background

    attachment

Test the connection

  1. Click the Logic button

  2. Confirm the expected file populated under Tables

  3. Click the Results button for your table

  4. Confirm the expected information has populated for the table