a connected service, like Salesforce.com, QuickBooks Online, Gmail, Exchange, and others.
a connected folder containing CSV files stored in Box, Dropbox, Google Drive, or your SFTP server.
Create a new connected table, drag and drop to select the fields you want to connect, filter the data you bring into Quickbase, and set a schedule to automatically refresh the data in connected fields. You can also refresh data on-demand, any time you want.
This article explains:
Data from a connected table flows into Quickbase. Since the data comes from another app, service, or folder containing CSV data, you can’t edit the data in connected fields. This helps keep your data in sync and eliminates confusion about what system is most up-to-date. To add or remove records from your connected table, refresh the table to display the latest connected data.
You can have multiple connected tables within a Quickbase app. Each connected table uses one connection to access data. You can re-use your connections across Quickbase apps.
You can use connected data to build reports across all your data from within Quickbase. Add fields, create relationships, lookups, and summary fields, configure permissions and use your connected data in workflows, reports, and home pages.
For example, you might use connected tables to:
|Calculate project ROI
|Connect QuickBooks Online Invoices & Expenses and then relate to projects managed in Quickbase.
|Pay the right people at the right time
|Connect QuickBooks Online Invoices & Payments and then relate to jobs managed in Quickbase.
|Track programs & campaigns more efficiently
|Connect Salesforce.com Accounts and then relate to partner programs managed in Quickbase. Connect Salesforce Contacts and then relate to marketing programs managed in Quickbase.
|Gain visibility into project pipelines
|Connect Salesforce.com Opportunities and then start onboarding projects in Quickbase.
|Track detailed customer interactions
|Connect Zendesk Tickets and then relate to customer projects managed in Quickbase.
|Gain a holistic customer view
|Connect QuickBooks Online Invoices & Payments and then relate to customers or projects managed in Quickbase. Connect Salesforce.com Accounts & Cases and then relate to technical sales campaigns managed in Quickbase.
|Prioritize tickets based on customer life-time value
|Connect to CSV data from a financial system behind the firewall and relate to ticketing system managed in Quickbase.
|Track customer emails to sales reps
|Connect to a central email account, like Gmail or Exchange to bring email messages into Quickbase.
Click New Table in the table bar and then click Using connected data. See Adding a connected table to your app for details.
Connected tables display in the table bar with the icon.
Connected tables display connected records, based on the fields you selected to connect and the filter and refresh options you set. Connected tables and connected fields display with a .
Like all Quickbase tables, connected tables include the five built-in Quickbase fields: Date Created, Date Modified, Record ID#, Record Owner, and Last Modified By.
Connected tables also include a Refresh Key field that tells Quickbase what data makes each record that you are connecting unique. Quickbase uses the refresh ley, along with the refresh options you select, to refresh your data.
Whoever owns the connection can change the filter to display a different set of records and add new connected fields or remove connected fields from the connected table any time. You can also add Quickbase fields to connected tables.
Note: You can only add connected fields to a connected table.
To add or update a record with the most current data available in the connected data source, refresh your connected table.
When you refresh a connected table, Quickbase Sync compares the data in the connected table with the data in the external app, service, or most recent CSV file in your connected folder.
Based on the refresh options you selected, Quickbase Sync refreshes your connected table. Depending upon the purpose of your connected table, you can set refresh options to make the table match the data currently in the connected app, service, or CSV or to keep all the data in your connected table, even if the data is not currently in the connected app, service, or CSV file.
Keeping your data in a CSV can be a good choice if your table serves as an archive of all records. For more info, see About refresh options.