Configure a Connection Profile

From the CData ribbon, click Get Data and select From Quickbase connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Quickbase Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Authenticating to Quickbase

User Authentication

Set the AuthScheme to Basic to authenticate with this method.

To authenthenticate with user credentials, specify the following connection properties:

1. Set the Quickbase User and Password.
2. If your application requires an ApplicationToken, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under MyAppName > Settings > App properties > Advanced settings > Security options > Require Application Tokens > Manage Application Token.

User Token

Set the AuthScheme to Token to authenticate with this method.

To authenthenticate with a user token, specify the following connection properties:

1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Quickbase you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Quickbase data, such as using the available CData Excel Functions.