How to Use a Different Connection for a QuickBase Sync Connected Table

How to Use a Different Connection for a QuickBase Connected Table

How to Use a Different Connection for a QuickBase Connected Table

If you’re a QuickBase app admin, it’s easy to switch a connected table to use one of your connections. But not so fast…  here’s the low-down on when, why, and how to use a different connection.

Connections provide access to data stored in a cloud app, service, or folder containing CSV files. They enable you to bring data into a connected table in your QuickBase app and keep the data in sync. Each QuickBase connected table has a connection. The connection may belong to you or another user. If you’re an app admin, you can change a connected table to use one of your connections.

 

Why use a different connection?

You might want a connected table to use a different connection if the connection owner changes roles, leaves the company, or is not available to change the connection filter or add or remove connected fields from the table. You may also want to switch connections if another connection, with different access privileges, provides the data you need in the connected table.

Don’t immediately use a different connection if your current connection isn’t working. In most cases, you can easily fix your connection. Start by testing and re-authorizing the connection. Use a different connection only when necessary.

 

Do I need to do anything before I use a different connection?

Make sure the connection you’re planning to use has access to the fields that are currently connected in QuickBase. You can change a table’s connection to use one of your connections. You can’t switch a table to use someone else’s connection.

In QuickBase, check which fields are connected to the source.

  1. Open the connected table, click Settings and then select Fields. Each connected field displays with a .
  2. If the Info column is not visible on the Fields page, click Advanced Options and select to display the Info column. The Info column shows the name of the connected field in the source.
  3. In the Info column, note which fields in the source are connected.
  4. Make sure that the connection you’re planning to use has access to the connected fields. To do this, log in to the source with the credentials you plan to use for your connected table and make sure you have access to the fields that are connected in QuickBase. If you don’t, there are a few ways you can resolve this. See Troubleshooting in the QuickBase Help for some suggestions.

 

If you plan to use one of your existing connections, test the connection in QuickBase:

  1. In the global bar, click your user name and then select My preferences.
  2. In the My Connections area, select the connection you want to test, and click Test Connection.

 

How do I use a different connection?

Now that you know when and why you might want to use a different connection, and you’ve confirmed that the connection you plan to use has access to the fields you need, you’re ready to change the connection.

  1. Open the connected table and click Settings.
  2. Select the connection.
  3. Click Use different connection.
  4. Your connections to the source display. The list shows only your connections. If you don’t have a connection to the source, the list is empty. Select the connection you want to use and then click Use this connection. To create and use a new connection, click Create a new connection.
  5. Click Yes to switch the table to use the selected connection. To refresh data in the table using the new connection, click Yes.

All set – the connected table now uses a different connection. For more information about managing connected tables and using QuickBase Sync see http://quickbase.intuit.com/sync.

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