Link your Quickbase and FastField accounts

This article explains how realm admins link their Quickbase account to an existing or new FastField account, and how to start a FastField trial from Quickbase.

Linking accounts lets you do things like:

• Automatically update Quickbase records from FastField forms
• Sync Quickbase tables with FastField data tables
• Give users single sign-on access (SSO) to FastField using Quickbase login credentials

After you link accounts, users are impacted by how they log in to FastField:

• New FastField users—When a new user is added to your FastField account, they are given a Quickbase account automatically. They must set up a Quickbase username and password and access FastField using the Log in with Quickbase button.
• Current FastField users—Existing users on your FastField account (prior to linking) can still log in to FastField with their FastField login credentials unless a FastField admin syncs their account with Quickbase. If synced, these users must set up a Quickbase username and password and access FastField using the Log in with Quickbase button.
• Realm admin—The realm admin that connected the FastField account to Quickbase must access FastField using the Log in with Quickbase button or the Open FastField button in Quickbase.

Link an existing FastField account

Manually link your Quickbase and FastField accounts using an account code. To do this:

1. In Quickbase, open the Admin Console and go to Permissions.
2. Under FastField, select the Get started using FastField and Quickbase link.
   If this specific link doesn't display but you have a FastField account, contact support.
3. Select I have a FastField account.
4. Select Get code. This takes you to the FastField Portal to show you your account code.
5. Copy your account code from FastField. Then go back to Quickbase to paste it and select Link account.
   This links your accounts. You can start managing who has permission to access FastField from Quickbase. Learn more about managing permissions.

Create and link a new FastField account

To create a new FastField account to link to your Quickbase account:

1. In Quickbase, open the Admin Console and go to Permissions.
2. Under FastField, select the Get started using FastField and Quickbase link.
3. Select I have a FastField account.
4. Select Create account.
   This creates a new FastField account that is linked to your Quickbase realm. You can start managing who has permission to access FastField from Quickbase. Learn more about managing permissions.

Start a FastField trial from Quickbase

From Quickbase, start a 30-day trial of FastField to try out the integration with your Quickbase account.

To start a 30-day FastField trial:

1. In Quickbase, open the Admin Console and go to Permissions. 
2. Under FastField, select Start a 30-day trial.
3. Confirm your trial.
4. Use the Open FastField button to get started in FastField.

During your trial

You have access to the FastField Portal and mobile app. You can build and share forms through the Form Builder and create reports through the Report Builder.

After your trial

If you decide to sign up with FastField, your forms and data remain in your account for you to keep using. If you do not sign up with FastField, your account will not be charged.