Establishing a Connection

Adding a Connection to Quickbase

To add a connection to Quickbase:

In the application console, navigate to the Connections page.
At the Add Connections panel, select the icon for the connection you want to add.
If the Quickbase icon is not available, click the Add More icon to download and install the Quickbase connector from the CData site.

For required properties, see the Settings tab.

For connection properties that are not typically required, see the Advanced tab.

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:

Set the Quickbase User and Password.
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:

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

Fine-Tuning Data Access

Other Properties

IncludeTableReports: Determines if table reports should be listed as views.

Advanced Features

This section details a selection of advanced features of the Quickbase Sync App.

User Defined Views

The Sync App supports the use of user defined views, virtual tables whose contents are decided by a pre-configured user defined query. These views are useful when you cannot directly control queries being issued to the drivers. For an overview of creating and configuring custom views, see User Defined Views .

SSL Configuration

Use SSL Configuration to adjust how Sync App handles TLS/SSL certificate negotiations. You can choose from various certificate formats;. For further information, see the SSLServerCert property under "Connection String Options" .

Firewall and Proxy

Configure the Sync App for compliance with Firewall and Proxy, including Windows proxies and HTTP proxies. You can also set up tunnel connections.

Query Processing

The Sync App offloads as much of the SELECT statement processing as possible to Quickbase and then processes the rest of the query in memory (client-side).

For further information, see Query Processing.

Logging

For an overview of configuration settings that can be used to refine CData logging, see Logging. Only two connection properties are required for basic logging, but there are numerous features that support more refined logging, which enables you to use the LogModules connection property to specify subsets of information to be logged.

SSL Configuration

Customizing the SSL Configuration

By default, the Sync App attempts to negotiate TLS with the server. The server certificate is validated against the default system trusted certificate store. You can override how the certificate gets validated using the SSLServerCert connection property.

To specify another certificate, see the SSLServerCert connection property.

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

To authenticate to an HTTP proxy, set the following:

ProxyServer: the hostname or IP address of the proxy server that you want to route HTTP traffic through.
ProxyPort: the TCP port that the proxy server is running on.
ProxyAuthScheme: the authentication method the Sync App uses when authenticating to the proxy server.
ProxyUser: the username of a user account registered with the proxy server.
ProxyPassword: the password associated with the ProxyUser.

Other Proxies

Set the following properties:

To use a proxy-based firewall, set FirewallType, FirewallServer, and FirewallPort.
To tunnel the connection, set FirewallType to TUNNEL.
To authenticate, specify FirewallUser and FirewallPassword.
To authenticate to a SOCKS proxy, additionally set FirewallType to SOCKS5.

Data Model

Overview

This section shows the available API objects and provides more information on executing SQL to Quickbase APIs.

Key Features

The Sync App models Quickbase entities like documents, folders, and groups as relational views, allowing you to write SQL to query Quickbase data.
Stored procedures allow you to execute operations to Quickbase
Live connectivity to these objects means any changes to your Quickbase account are immediately reflected when using the Sync App.

Tables

Tables are automatically determined from the Quickbase.

Views

Views will be listed for table reports if IncludeTableReports is set to true.

Stored Procedures

Stored Procedures are function-like interfaces to Quickbase. Stored procedures allow you to execute operations to Quickbase, including downloading documents and moving envelopes.

Information Data Model

The Information Schema provides access to metadata entities like tables and fields, enabling users to query Quickbase API objects with SQL. Its data model is composed of three elements: tables, views, and stored procedures.

Tables

The Tables section, which details standard SQL tables.

Views

The Views section, which details standard SQL views.

Stored Procedures

Stored Procedures are actions that are invoked via SQL queries. In the Information schema, they perform operation related to the exposed entities.

Tables

The Sync App models the data in Quickbase as a list of tables in a relational database that can be queried using standard SQL statements.

Quickbase Connector for CData Sync Tables


Name	Description
Apps	Retrieve the main properties of an application.
FieldDefinitions	Retrieve the properties for all fields in a specific table.
TableDefinitions	Retrieve information for the tables belonging to a given application.

Apps

Retrieve the main properties of an application.

Table Specific Information

Select

The Apps table fetches the primary features of an application.

The Sync App uses the Quickbase API to process search criteria when filtering by the Id column. All other filters are applied client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM [Apps] 
SELECT * FROM [Apps] WHERE [Id] = 'bvadwmxrn';

Insert

The Quickbase Sync App adds a new row to the Apps table with the specified column values.

For example:

INSERT INTO [Apps](Name, Description, AssignToken, SecurityPropertiesAllowClone, SecurityPropertiesAllowExport, SecurityPropertiesEnableAppTokens, SecurityPropertiesHideFromPublic,  SecurityPropertiesMustBeRealmApproved, SecurityPropertiesUseIPFilter, Variables) VALUES('MyApp2', 'app2 description', true, false, false, false, false, true, true, '[{"name":"Variable1","value":"Value1"},{"name":"Variable2","value":"Value2"}]');

Update

The Quickbase Sync App modifies the row in the Apps table, where Id matches the specified value.

For example:

UPDATE [Apps] SET Name='MyAppFromAPI2', Description='Description of MyAppFromAPI2', Variables='[{"name":"Variable1","value":"ValueOfVariable1"},{"name":"Variable3","value":"Value3"}]' WHERE [Id] = 'bvajvby2n'

Note: Updating a non-existing app variable will insert it as a new app variable.

Delete

The Quickbase Sync App removes rows from the Apps table where both the Id and Name match.

For example:

DELETE FROM [Apps] WHERE [Id] = 'bvajvby2n' AND [Name] = 'MyAppFromAPI2'

Columns


Name	Type	ReadOnly	References	SupportedOperators	Description
Id [KEY]	String	True		=	The unique identifier for this application.
Name	String	False		=	The name of the application.
Description	String	False			The description of the application.
TimeZone	String	True			The time zone used when displaying time values in this application.
DateFormat	String	True			The format used for displaying date values in the application.
Created	Datetime	True			The time and date the app was created, in the ISO 8601 time format YYYY-MM-DDThh:mm:ss.sssZ (in UTC time zone).
Updated	Datetime	True			The time and date the app was last updated, in the ISO 8601 time format YYYY-MM-DDThh:mm:ss.sssZ (in UTC time zone).
DataClassification	String	True			The data classification label assigned to the application.
HasEveryoneOnTheInternet	Boolean	True			Indicates if the application is accessible to everyone on the internet.
MemoryInfoEstMemory	Int64	True			The estimated memory usage of the application in gigabytes.
MemoryInfoEstMemoryInclDependentApps	Int64	True			The estimated memory usage including dependent applications in gigabytes.
SecurityPropertiesAllowClone	Boolean	False			Indicates if non-admin users can clone the application.
SecurityPropertiesAllowExport	Boolean	False			Indicates if non-admin users can export data from the application.
SecurityPropertiesEnableAppTokens	Boolean	False			Indicates if application tokens are required.
SecurityPropertiesHideFromPublic	Boolean	False			Indicates if the application is hidden from public searches.
SecurityPropertiesMustBeRealmApproved	Boolean	False			Indicates if only realm-approved users can access the application.
SecurityPropertiesUseIPFilter	Boolean	False			Indicates if access is restricted to approved IP addresses.
Variables	String	False			Variables available in this application.
AncestorId	String	True	Apps.Id		The Id of the source application from which this one was copied.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
AssignToken	Boolean	Indicates if the application should be assigned to the user token used during creation (default: false).

FieldDefinitions

Retrieve the properties for all fields in a specific table.

Table Specific Information

Select

The FieldDefinitions table gathers the detailed attributes for each field within a designated table.

The Sync App retrieves field definitions from the FieldDefinitions table, accessing either all records pertaining to a table or a specific record when multiple criteria are applied. All other filters are executed client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM [FieldDefinitions] WHERE [TableId] = 'bvajv8gg2'
SELECT * FROM [FieldDefinitions] WHERE [Id] = '1' AND [TableId] = 'bvady68q6'

Insert

The Quickbase Sync App inserts a new record into the FieldDefinitions table, creating a new field definition.

For example:

INSERT INTO FieldDefinitions(Label, FieldType, NoWrap, Bold, AppearsByDefault, FindEnabled, FieldHelp, MaxLength, AppendOnly, SortAsGiven, Permissions, TableId) VALUES('Field1', 'text', false, false, false, true, 'field1 help', 0, false, false, '[{"role":"Viewer","permissionType":"View","roleId":10},{"role":"Participant","permissionType":"None","roleId":11},{"role":"Administrator","permissionType":"Modify","roleId":12}]', 'bvajv8gg2')

Update

The Quickbase Sync App updates an existing record in the FieldDefinitions table, modifying one or more properties of a field definition identified by specific criteria.

For example:

UPDATE FieldDefinitions SET Label='UpdatedField1' WHERE [Id] = '6' AND [TableId] = 'bvajv8gg2'

Delete

The Quickbase Sync App deletes a record from the FieldDefinitions table that matches the specified identifying criteria.

For example:

DELETE FROM [FieldDefinitions] WHERE [Id] = '6' AND [TableId] = 'bvajv8gg2'

Columns


Name	Type	ReadOnly	References	SupportedOperators	Description
Id [KEY]	Int64	False		=	The Id of the field, unique to this table.
FieldType	String	False			The type of field.
Mode	String	True			For derived fields, this will be 'lookup', 'summary', or 'formula', to indicate the type of derived field. For non-derived fields, this will be blank.
Label	String	False			The label (name) of the field.
NoWrap	Boolean	False			Indicates if the field is configured to not wrap when displayed in the product.
Bold	Boolean	False			Indicates if the field is configured to display in bold in the product.
Required	Boolean	False			Indicates if the field is marked required.
AppearsByDefault	Boolean	False			Indicates if the field is marked as a default in reports.
FindEnabled	Boolean	False			Indicates if the field is marked as searchable.
Unique	Boolean	False			Indicates if the field is marked unique.
DoesDataCopy	Boolean	True			Indicates if the field data will copy when a user copies the record.
FieldHelp	String	False			The configured help text shown to users within the product.
Audited	Boolean	False			Indicates if the field is being tracked as part of Quickbase Audit Logs.
AllowMentions	Boolean	False			If someone can @mention users in the rich text field to generate an email notification.
Comments	String	False			The comments entered on the field properties by an administrator.
DoesTotal	Boolean	False			Whether this field totals in reports within the product.
AutoSave	Boolean	False			Whether the link field will auto save.
DefaultValueLuId	Int64	False			Default user Id value.
UseI18NFormat	Boolean	False			Whether phone numbers should be in E.164 standard international format.
MaxVersions	Int64	False			The maximum number of versions configured for a file attachment.
CarryChoices	Boolean	False			Whether the field should carry its multiple choice fields when copied.
Format	Int64	False			The format to display time.
MaxLength	Int64	False			The maximum number of characters allowed for entry in Quickbase for this field.
LinkText	String	False			The configured text value that replaces the URL that users see within the product.
ParentFieldId	Int64	False			The Id of the parent composite field, when applicable.
DisplayTimezone	Boolean	False			Indicates whether to display the timezone within the product.
SummaryTargetFieldId	Int64	True			The Id of the field that is used to aggregate values from the child, when applicable. This displays 0 if the summary function doesn't require a field selection (like count).
AllowNewChoices	Boolean	False			Indicates if users can add new choices to a selection list.
MasterChoiceFieldId	Int64	True			The Id of the field that is the reference in the relationship.
DefaultToday	Boolean	False			Indicates if the field value is defaulted today for new records.
Units	String	False			The units label.
LookupTargetFieldId	Int64	True			The Id of the field that is the target on the master table for this lookup.
SummaryFunction	String	True			The summary accumulation function type.
SourceFieldId	Int64	False			The Id of the source field.
MasterTableTag	String	True			The table alias for the master table in the relationship this field is part of.
DoesAverage	Boolean	False			Whether this field averages in reports within the product.
Formula	String	False			The formula of the field as configured in Quickbase.
DecimalPlaces	Int64	False			The number of decimal places displayed in the product for this field.
DefaultCountryCode	String	False			Controls the default country shown on international phone widgets on forms. Country code should be entered in the ISO 3166-1 alpha-2 format.
SeeVersions	Boolean	False			Indicates if the user can see other versions, aside from the most recent, of a file attachment within the product.
DisplayMonth	String	False			Indicates how months should be displayed.
NumLines	Int64	False			The number of lines shown in Quickbase for this text field.
DisplayEmail	String	False			Indicates how email should be displayed.
DefaultKind	String	False			The user default type.
CoverText	String	False			An alternate user friendly text that can be used to display a link in the browser.
CurrencySymbol	String	False			The current symbol used when displaying field values within the product.
MasterChoiceTableId	String	False			The Id of the table that is the master in this relationship.
TargetFieldId	Int64	False			The Id of the target field.
DisplayUser	String	False			The configured option for how users display within the product.
BlankIsZero	Boolean	False			Whether a blank value is treated the same as 0 in calculations within the product.
Exact	Boolean	False			Whether an exact match is required for a report link.
StartField	Int64	False			The start field Id.
DefaultDomain	String	False			Default email domain.
DefaultValue	String	False			The default value configured for a field when a new record is added.
ChoicesLuId	String	False			List of user choices.
Abbreviate	Boolean	False			Displays the URL without the protocol.
XmlTag	String	True			The field's xml tag.
TargetTableName	String	False			The field's target table name.
NumberFormat	Int64	False			The format used for displaying numeric values in the product (decimal, separators, digit group).
AppearsAs	String	False			The link text, if empty, the url will be used as link text.
Width	Int64	False			The field's html input width in the product.
CurrencyFormat	String	False			The currency format used when displaying field values within the product.
ForeignKey	Boolean	False			Indicates if the field is a foreign key (or reference field) in a relationship.
DisplayDayOfWeek	Boolean	False			Indicates whether to display the day of the week within the product.
SummaryReferenceFieldId	Int64	True			The Id of the field that is the reference in the relationship for this summary.
CommaStart	Int64	False			The number of digits before commas display in the product, when applicable.
Choices	String	False			An array of entries that exist for a field that offers choices to the user.
TargetTableId	String	False		=	The Id of the target table.
DisplayRelative	Boolean	False			Whether to display time as relative.
CompositeFields	String	False			An array of the fields that make up a composite field (e.g., address).
DisplayCheckboxAsText	Boolean	False			Indicates whether the checkbox values will be shown as text in reports.
VersionMode	String	False			Version modes for files.
DisplayTime	Boolean	False			Indicates whether to display the time, in addition to the date.
DurationField	Int64	True			The duration field id.
SnapFieldId	Int64	False			The Id of the field that is used to snapshot values from, when applicable.
Hours24	Boolean	False			Indicates whether or not to display time in the 24-hour format within the product.
SortAlpha	Boolean	False			Whether to sort alphabetically, default sort is by record Id.
SortAsGiven	Boolean	False			Indicates if the listed entries sort as entered vs alphabetically.
HasExtension	Boolean	False			Whether this field has a phone extension.
WorkWeek	Int64	True			The work week type.
UseNewWindow	Boolean	False			Indicates if the URL should open a new window when a user clicks it within the product.
AppendOnly	Boolean	False			Indicates whether the field is append-only.
DisplayAsLink	Boolean	False			Indicates if a field that is part of the relationship should be shown as a hyperlink to the parent record within the product.
AllowHTML	Boolean	False			Indicates whether HTML content is allowed in this field.
LookupReferenceFieldId	Int64	False			The Id of the field that is the reference in the relationship for this lookup.
Permissions	String	False			Field Permissions for different roles.
TableId [KEY]	String	False	TableDefinitions.Id	=	The unique identifier (dbid) of the table.

TableDefinitions

Retrieve information for the tables belonging to a given application.

Table Specific Information

Select

The TableDefinitions table gathers detailed information regarding the tables associated with a specific application. This involves retrieving metadata related to the entity, such as the table description, its storage space, and timezone information.

The Sync App uses the Quickbase API to retrieve TableDefinitions either for an entire application (by AppId) or for a specific table within that application (by Id and AppId). All other filters are applied client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM [TableDefinitions] WHERE [AppId] = 'bu99sj2wn'
SELECT * FROM [TableDefinitions] WHERE [Id] = 'bu99sj2wu' AND [AppId] = 'bu99sj2wn'

Insert

The Quickbase Sync App inserts a new row into the TableDefinitions table, creating a table definition with the specified name, description, record names, and associated AppId.

For example:

INSERT INTO TableDefinitions(Name, Description, SingleRecordName, PluralRecordName, AppId) VALUES('tableFromAPI1', 'description1', 'record', 'records', 'bvajvby2n')

Update

The Quickbase Sync App updates an existing row in the TableDefinitions table identified by the Id field while modifying its values.

For example:

UPDATE TableDefinitions Name='UpdatedTableUsingAPI1', Description='Updated description for UpdatedTableUsingAPI1' WHERE [Id] = 'bvajv8gg2' AND AppId = 'bvajvby2n'

Delete

The Quickbase Sync App deletes a row from the TableDefinitions table identified by the Id field based on specified criteria.

For example:

DELETE FROM [TableDefinitions] WHERE [Id] = 'bvajv8gg2' AND [AppId] = 'bvajvby2n'

Columns


Name	Type	ReadOnly	References	SupportedOperators	Description
Id [KEY]	String	True		=	The unique identifier (dbid) of the table.
Name	String	False			The name of the table.
Alias	String	True			The automatically-created table alias for the table.
Description	String	False			The description of the table, as configured by an application administrator.
Created	Datetime	True			The time and date when the table was created, in the ISO 8601 time format YYYY-MM-DDThh:mm:ss.sssZ (in UTC time zone).
Updated	Datetime	True			The time and date when the table schema or data was last updated, in the ISO 8601 time format YYYY-MM-DDThh:mm:ss.sssZ (in UTC time zone).
NextRecordId	Int64	True			The incremental Record Id that will be used when the next record is created, as determined when the API call was ran.
NextFieldId	Int64	True			The incremental Field Id that will be used when the next field is created, as determined when the API call was ran.
DefaultSortFieldId	Int64	True			The id of the field that is configured for default sorting.
DefaultSortOrder	String	True			The configuration of the default sort order on the table.
KeyFieldId	Int64	True			The id of the field that is configured to be the key on this table, which is usually the Quickbase Record Id.
SingleRecordName	String	False			The builder-configured singular noun of the table.
PluralRecordName	String	False			The builder-configured plural noun of the table.
SizeLimit	String	True			The size limit for the table.
SpaceUsed	String	True			The amount of space currently being used by the table.
SpaceRemaining	String	True			The amount of space remaining for use by the table.
AppId	String	True	Apps.Id	=	The unique identifier for this application.

Views

Views are similar to tables in the way that data is represented; however, views are read-only.

Queries can be executed against a view as if it were a normal table.

Quickbase Connector for CData Sync Views


Name	Description
AppVariables	Retrieve the application variables.
FieldPermissions	Retrieve role-specific field permission.
ReportMetadata	Retrieve the schema (properties) of a table's reports.
Users	Retrieve all users in an account.

AppVariables

Retrieve the application variables.

Table Specific Information

Select

The AppVariables view accesses and gathers the various application variables to ensure all relevant data is retrieved for function and analysis.

The Sync App fetches all application variables linked to a specified application from the AppVariables view. Other filters are executed client-side within the Sync App.

For example, the following query is processed server side:

SELECT * FROM [AppVariables] WHERE [AppId] = 'bu99sj2wn'

Columns


Name	Type	References	SupportedOperators	Description
Name [KEY]	String			The name of the variable.
Value	String			The value assigned to the variable.
AppId [KEY]	String	Apps.Id	=	The unique identifier for this application.

FieldPermissions

Retrieve role-specific field permission.

Table Specific Information

Select

The FieldPermissions view obtains the permissions for specific fields based on the designated role.

The Sync App provides details about the fields of a specific table, retrieving all field definitions and obtaining permissions for a particular field. Other filters are executed client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM [FieldPermissions] WHERE [TableId] = 'bvady68q6'
SELECT * FROM [FieldPermissions] WHERE [FieldId] = 6 AND [TableId] = 'bvady68q6'

Columns


Name	Type	References	SupportedOperators	Description
PermissionRoleId	String			The Id of the role assigned to the permission.
PermissionAssociatedRole	String			The role linked to the permission for the field.
PermissionType	String			The type of permission granted to the role for the field.
FieldId	Int64	FieldDefinitions.Id	=	The unique Id of the field within the table.
TableId	String	TableDefinitions.Id	=	The unique identifier (dbid) of the table.

ReportMetadata

Retrieve the schema (properties) of a table's reports.

Table Specific Information

Select

The ReportMetadata view fetches information about all available reports in Quickbase.

The Sync App retrieves report metadata from the ReportMetadata view, either returning all metadata associated with a given table or retrieving a specific report's metadata within that table when additional criteria are applied. All other filters are executed client-side within the Sync App.

For example, the following queries are processed server side:

SELECT * FROM [ReportMetadata] WHERE [TableId] = 'bu99sj2wz';
SELECT * FROM [ReportMetadata] WHERE [TableId] = 'bu99sj2wz' AND [ReportId] = '52';

Columns


Name	Type	References	SupportedOperators	Description
ReportId	String		=	The identifier of the report, unique to the table.
Name	String			The configured name of the report.
Type	String			The type of report in Quickbase.
Description	String			The configured description of a report.
OwnerId	Int64			The user Id of report owner. Optional, showed only for personal reports.
QueryFilter	String			Filter criteria applied in the query to retrieve report data.
QueryFormulaFields	String			Formula-based fields included in the query results.
Properties	String			A list of properties specific to the report type.
UsedLast	String			The instant at which a report was last used.
UsedCount	Int64			The number of times a report has been used.
TableId	String	TableDefinitions.Id	=	The table identifier used in the query when the report is executed.

Users

Retrieve all users in an account.

Table Specific Information

Select

The User view gathers a comprehensive list of all users associated with a specific account.

The Sync App uses the Quickbase API to process filters on EmailAddress, AccountId, or AppIds. Other filters are processed client-side.

For example, the following queries are processed server side:

SELECT * FROM [Users]
SELECT * FROM [Users] WHERE [EmailAddress] IN ('[email protected]', '[email protected]')
SELECT * FROM [Users] WHERE [AccountId] = 1
SELECT * FROM [Users] WHERE [AppIds] IN ('bu99sj2wn', 'bvadwmxrn')

Columns


Name	Type	References	SupportedOperators	Description
HashId [KEY]	String			The hashId of the user.
UserName	String			The username of the user.
FirstName	String			The first name of the user.
LastName	String			The last name of the user.
EmailAddress	String		=,IN	The email address of the user.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
AccountId	Int64		The account id being used to get users. If no value is specified, the first account associated with the requesting user token is chosen.
AppIds	String		When provided, the returned users will be narrowed down only to the users assigned to the app id's provided in this list. The provided app id's should belong to the same account.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Quickbase.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Quickbase, along with an indication of whether the procedure succeeded or failed.

Quickbase Connector for CData Sync Stored Procedures


Name	Description
CreateSolution	Create a solution using either the provided QBL or the stored QBL from the specified record.
DeleteFile	Deletes one file attachment's version.
ExportQBLToRecord	Exports a QBL solution, creating a new record in the specified table. It exports the solution and outputs the resulting QBL in a new record, saving the QBL to a file in the designated file attachment field. The target table must not have required fields other than the file attachment field.
GetSolutionQBL	Retrieves the QBL of solution.
ListSolutionChanges	Returns a list of changes that would occur if the provided QBL or the QBL from the record were applied.
ManageGroupMembership	Adds or removes a list of users to a given group as members.
UpdateSolution	Updates the solution using the provided QBL or the QBL stored in the specified record.

CreateSolution

Create a solution using either the provided QBL or the stored QBL from the specified record.

Input


Name	Type	Required	Description
QBL	String	False	QBL to create the solution from. This field is required when TableId/FieldId/RecordId are missing. If they're specified as well, it takes precedence.
TableId	String	False	The unique identifier (dbid) of the table where the QBL file attachment is stored. This field is required when QBL is missing.
FieldId	Int64	False	The unique identifier (fid) of the field where the QBL file attachment is stored. It needs to be a file attachment field. This field is required when QBL is missing.
RecordId	Int64	False	The unique identifier of the record where the QBL file attachment is stored. This field is required when QBL is missing.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
Alias	String	The the alias of the new solution created solution.
SolutionId	String	The Id of the new solution created.
CreatedResourcesApps	String	The apps created in the solution.
CreatedResourcesPipelines	String	The pipelines created in the solution.
Warnings	String	Warnings generated during the execution of the operation.

DeleteFile

Deletes one file attachment's version.

Input


Name	Type	Required	Description
TableId	String	True	The unique identifier (dbid) of the table where the attachment is stored.
FieldId	Int64	True	The unique identifier (fid) of the field where the attachment is stored. It needs to be a file attachment field.
RecordId	Int64	True	The unique identifier of the record where the attachment is stored.
VersionNumber	Int64	True	The file attachment version number.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
VersionNumber	Int64	The file attachment version number deleted.
FileName	String	The name of file associated with deleted version.
Uploaded	Datetime	The timestamp when the version was originally uploaded.
CreatorId	String	The id of the user who uploaded that version.
CreatorName	String	The full name of the user who uploaded that version.
CreatorUserName	String	The user name of the user who uploaded that version. Optional, appears if not the same as user email.
CreatorEmail	String	The email of the user who uploaded that version.

DownloadFile

Download the file attachment specified in the record.

Input


Name	Type	Required	Description
TableId	String	True	The unique identifier (dbid) of the table where the attachment is stored.
FieldId	Int64	True	The unique identifier (fid) of the field where the attachment is stored. It needs to be a file attachment field.
RecordId	Int64	True	The unique identifier of the record where the attachment is stored.
VersionNumber	Int64	True	The file attachment version number.
Encoding	String	False	The FileData input encoding type. The allowed values are NONE, BASE64. The allowed values are NONE, BASE64. The default value is BASE64.
FileLocation	String	False	Path to save the downloaded file. If a file exists, a new name is generated. If a directory, uses the original file name.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
FileData	String	The content of the file, if the FileLocation or FileStream input is empty.
FileName	String	The name of the file where content is downloaded.

ExportQBLToRecord

Exports a QBL solution, creating a new record in the specified table. It exports the solution and outputs the resulting QBL in a new record, saving the QBL to a file in the designated file attachment field. The target table must not have required fields other than the file attachment field.

Input


Name	Type	Required	Description
SolutionId	String	True	The unique identifier (UUID) or the alias of the solution.
TableId	String	True	The unique identifier (dbid) of the table to store the QBL as file attachment.
FieldId	Int64	True	The unique identifier (fid) of the field. It needs to be a file attachment field.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
RecordId	Int64	The record Id created where the QBL file attachment is stored.
FileName	String	The name of the file, where QBL is stored.

GetSolutionQBL

Retrieves the QBL of solution.

Input


Name	Type	Required	Description
SolutionId	String	True	The unique identifier (UUID) or the alias of the solution.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
QBL	String	The QBL of the specified input solution.

ListSolutionChanges

Returns a list of changes that would occur if the provided QBL or the QBL from the record were applied.

Input


Name	Type	Required	Description
SolutionId	String	True	The unique ID (UUID) or alias of the solution to which the QBL may be applied.
QBL	String	False	The QBL to use for the changeset. This input is required if TableId, FieldId, and RecordId are not provided. If those fields are specified, QBL takes precedence.
TableId	String	False	The unique identifier (dbid) of the table where the QBL file attachment is stored. This field is required when QBL is missing.
FieldId	Int64	False	The unique identifier (fid) of the field where the QBL file attachment is stored. It needs to be a file attachment field. This field is required when QBL is missing.
RecordId	Int64	False	The unique identifier of the record where the QBL file attachment is stored. This field is required when QBL is missing.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
Id	String	The Id of the operation.
ChangeLogicalType	String	The logical type of the change.
ChangeLogicalId	String	The logical Id of the change.
ChangeAction	String	The action of change.
ChangePath	String	The path of the change.

ManageGroupMembership

Adds or removes a list of users to a given group as members.

Procedure Specific Information

The Sync App executes the ManageGroupMembership stored procedure, which adds or removes users to update group membership.

For example:

EXEC [ManageGroupMembership] [GroupId] = '122789', [UserHashIDs] = '100000.be8s, 123456.ryyw, 423123.b3x5', [Mode] = 'remove';
EXEC [ManageGroupMembership] [GroupId] = '122789', [UserHashIDs] = '100000.be8s, 123456.ryyw, 423123.b3x5', [Mode] = 'add';

Input


Name	Type	Required	Description
GroupId	Int64	True	This is the ID of the group being modified.
UserHashIDs	String	True	A list of user HashIDs that will be added to a group.
Mode	String	True	Specify whether you want to add or remove members from the group The allowed values are add, remove.

Result Set Columns


Name	Type	Description
Success	String	Shows if the download finished successfully.
UnprocessedUserId	String	Users that couldn't be added to the group. This represent an invalid user or user who is already been added to the group.
ProcessedUserId	String	User that is added to the group successfully.

UpdateSolution

Updates the solution using the provided QBL or the QBL stored in the specified record.

Input


Name	Type	Required	Description
SolutionId	String	True	The unique identifier (UUID) or the alias of the solution.
QBL	String	False	The QBL to use for the update. This field is required when TableId/FieldId/RecordId are missing. If these are specified, this value takes precedence.
TableId	String	False	The unique identifier (dbid) of the table where the QBL file attachment is stored. This field is required when QBL is missing.
FieldId	Int64	False	The unique identifier (fid) of the field where the QBL file attachment is stored. This field is required when QBL is missing.
RecordId	Int64	False	The unique identifier of the record where the QBL file attachment is stored. This field is required when QBL is missing.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether the operation is successful or not.
ErrorMessage	String	Error message or details if any.
Alias	String	The alias of the updated solution.
SolutionId	String	The Id of the solution updated.
CreatedResourcesApps	String	The apps created in the solution during the update.
Warnings	String	Warnings generated during the execution of the update operation.

Stored Procedures

Stored procedures are function-like interfaces that extend the functionality of the Sync App beyond simple SELECT/INSERT/UPDATE/DELETE operations with Quickbase.

Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Quickbase, along with an indication of whether the procedure succeeded or failed.

Quickbase Connector for CData Sync Stored Procedures


Name	Description

CreateSchema

Creates a schema file for the specified table or view.

CreateSchema

Creates a local schema file (.rsd) from an existing table or view in the data model.

The schema file is created in the directory set in the Location connection property when this procedure is executed. You can edit the file to include or exclude columns, rename columns, or adjust column datatypes.

The Sync App checks the Location to determine if the names of any .rsd files match a table or view in the data model. If there is a duplicate, the schema file will take precedence over the default instance of this table in the data model. If a schema file is present in Location that does not match an existing table or view, a new table or view entry is added to the data model of the Sync App.

Input


Name	Type	Required	Description
SchemaName	String	False	The schema name for which to list tables or views.
TableName	String	True	The name of the table or view.
FileName	String	False	The full file path and name of the schema to generate. Ex: 'C:\\Users\\User\\Desktop\\QuickBase\\Customers.rsd'

Result Set Columns


Name	Type	Description
Result	String	Returns Success or Failure.
FileData	String	File data that will be outputted encoded in Base64 if the FileName and FileStream inputs are not set.

UploadFile

Upload file attachments in Quick Base.

Input


Name	Type	Required	Description
SchemaName	String	True	The schema where the attachment field is located.
TableName	String	True	The table where the attachment field is located.
FieldName	String	True	The name of the attachment field.
RecordId	String	True	The id of the record that will contain the file attachment.
FileData	String	False	A string of data that will be used as the full contents of the file. This must be base-64 encoded. Required if LocalFile or Content are not specified.
LocalFile	String	False	The local file path including the file name of the file to be uploaded. A value for this field is required when FileData or Content are not specified.
FileName	String	False	The name you would like to give the document. If none is specified, the file name specified in the FullPath will be used. Required if FileData or Content is specified.

Result Set Columns


Name	Type	Description
Success	Boolean	Whether or not the operation was successful.
URL	String	The URL of the file attachment.

Connection String Options

The connection string properties are the various options that can be used to establish a connection. This section provides a complete list of the options you can configure in the connection string for this provider. Click the links for further details.

For more information on establishing a connection, see Establishing a Connection.

Authentication

Property	Description
AuthScheme	The type of authentication to use when connecting to Quickbase.
Domain	Your Quickbase domain name.
UserToken	The user token used to authenticate the user.
User	Specifies the authenticating user's user ID.
Password	Specifies the authenticating user's password.
ApplicationToken	The application token used to authenticate the user.

Connection

Property	Description
Schema	Specify the Quickbase database you want to work with.
IncludeTableReports	Determines if Quickbase table reports should be listed as views.

SSL

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Firewall

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

Proxy

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPort	Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	Specifies the password of the user specified in the ProxyUser connection property.
ProxySSLType	Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Logging

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Schema

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Miscellaneous

Property	Description
BatchSize	The size of batches to submit when performing a bulk insert/update/delete operation.
Charset	Specifies the session character set for encoding and decoding character data transferred to and from the Quickbase API. The default value is UTF-8.
MaxRows	Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MaxThreads	Specifies the number of concurrent requests.
Other	Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
Pagesize	Specifies the maximum number of records per page the provider returns when requesting data from Quickbase.
PseudoColumns	Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDefaultOrderBy	Indicates if a default order by should be applied if none is specified in the query.
UserDefinedViews	Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Authentication

This section provides a complete list of the Authentication properties you can configure in the connection string for this provider.

Property	Description
AuthScheme	The type of authentication to use when connecting to Quickbase.
Domain	Your Quickbase domain name.
UserToken	The user token used to authenticate the user.
User	Specifies the authenticating user's user ID.
Password	Specifies the authenticating user's password.
ApplicationToken	The application token used to authenticate the user.

AuthScheme

The type of authentication to use when connecting to Quickbase.

Remarks

The type of authentication to use when connecting to Quickbase.

Basic: Set this to use BASIC user / password authentication.
Token: Set this to perform Token Based Authentication.

Domain

Your Quickbase domain name.

Remarks

Your Quickbase domain name. Ex: quickbase.com

UserToken

The user token used to authenticate the user.

Remarks

This value may be specified instead of User and Password to authenticate.

User

Specifies the authenticating user's user ID.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

Password

Specifies the authenticating user's password.

Remarks

The authenticating server requires both User and Password to validate the user's identity.

ApplicationToken

The application token used to authenticate the user.

Remarks

Used along with User, Password to authenticate with the server.

Connection

This section provides a complete list of the Connection properties you can configure in the connection string for this provider.

Property	Description
Schema	Specify the Quickbase database you want to work with.
IncludeTableReports	Determines if Quickbase table reports should be listed as views.

Schema

Specify the Quickbase database you want to work with.

Remarks

Specify the Quickbase database you want to work with.

IncludeTableReports

Determines if Quickbase table reports should be listed as views.

Remarks

If this property is set to False, table-based reports are excluded from the API response.

When IncludeTableReports is set to True, almost all report types become accessible through the API, except for Kanban reports. However, the API will only return the columns that a user can see in the user interface. Any hidden columns will not appear in the report's metadata or results.

SSL

This section provides a complete list of the SSL properties you can configure in the connection string for this provider.

Property	Description
SSLServerCert	Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

SSLServerCert

Specifies the certificate to be accepted from the server when connecting using TLS/SSL.

Remarks

If you are using a TLS/SSL connection, use this property to specify the TLS/SSL certificate to be accepted from the server. If you specify a value for this property, all other certificates that are not trusted by the machine are rejected.

This property can take the following forms:


Description	Example
A full PEM Certificate (example shortened for brevity)	`-----BEGIN CERTIFICATE----- MIIChTCCAe4CAQAwDQYJKoZIhv......Qw== -----END CERTIFICATE-----`
A path to a local file containing the certificate	C:\cert.cer
The public key (example shortened for brevity)	`-----BEGIN RSA PUBLIC KEY----- MIGfMA0GCSq......AQAB -----END RSA PUBLIC KEY-----`
The MD5 Thumbprint (hex values can also be either space- or colon-separated)	`ecadbdda5a1529c58a1e9e09828d70e4`
The SHA1 Thumbprint (hex values can also be either space- or colon-separated)	`34a929226ae0819f2ec14b4a3d904f801cbb150d`

Note: It is possible to use '*' to signify that all certificates should be accepted, but due to security concerns this is not recommended.

Firewall

This section provides a complete list of the Firewall properties you can configure in the connection string for this provider.

Property	Description
FirewallType	Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.
FirewallServer	Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.
FirewallPort	Specifies the TCP port to be used for a proxy-based firewall.
FirewallUser	Identifies the user ID of the account authenticating to a proxy-based firewall.
FirewallPassword	Specifies the password of the user account authenticating to a proxy-based firewall.

FirewallType

Specifies the protocol the provider uses to tunnel traffic through a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Note: By default, the Sync App connects to the system proxy. To disable this behavior and connect to one of the following proxy types, set ProxyAutoDetect to false.

The following table provides port number information for each of the supported protocols.


Protocol	Default Port	Description
TUNNEL	80	The port where the Sync App opens a connection to Quickbase. Traffic flows back and forth via the proxy at this location.
SOCKS4	1080	The port where the Sync App opens a connection to Quickbase. SOCKS 4 then passes theFirewallUser value to the proxy, which determines whether the connection request should be granted.
SOCKS5	1080	The port where the Sync App sends data to Quickbase. If the SOCKS 5 proxy requires authentication, set FirewallUser and FirewallPassword to credentials the proxy recognizes.

To connect to HTTP proxies, use ProxyServer and ProxyPort. To authenticate to HTTP proxies, use ProxyAuthScheme, ProxyUser, and ProxyPassword.

FirewallServer

Identifies the IP address, DNS name, or host name of a proxy used to traverse a firewall and relay user queries to network resources.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPort

Specifies the TCP port to be used for a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallUser

Identifies the user ID of the account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

FirewallPassword

Specifies the password of the user account authenticating to a proxy-based firewall.

Remarks

A proxy-based firewall (or proxy firewall) is a network security device that acts as an intermediary between user requests and the resources they access. The proxy accepts the request of an authenticated user, tunnels through the firewall, and transmits the request to the appropriate server.

Because the proxy evaluates and transfers data backets on behalf of the requesting users, the users never connect directly with the servers, only with the proxy.

Proxy

This section provides a complete list of the Proxy properties you can configure in the connection string for this provider.

Property	Description
ProxyAutoDetect	Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.
ProxyServer	Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.
ProxyPort	Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.
ProxyAuthScheme	Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.
ProxyUser	Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.
ProxyPassword	Specifies the password of the user specified in the ProxyUser connection property.
ProxySSLType	Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.
ProxyExceptions	Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

ProxyAutoDetect

Specifies whether the provider checks your system proxy settings for existing proxy server configurations, rather than using a manually specified proxy server.

Remarks

When this connection property is set to True, the Sync App checks your system proxy settings for existing proxy server configurations (no need to manually supply proxy server details).

This connection property takes precedence over other proxy settings. If you want to configure the Sync App to connect to a specific proxy server, set ProxyAutoDetect to False.

To connect to an HTTP proxy, see ProxyServer. For other proxies, such as SOCKS or tunneling, see FirewallType.

ProxyServer

Identifies the hostname or IP address of the proxy server through which you want to route HTTP traffic.

Remarks

The Sync App only routes HTTP traffic through the proxy server specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server specified in your system proxy settings.

ProxyPort

Identifies the TCP port on your specified proxy server that has been reserved for routing HTTP traffic to and from the client.

Remarks

The Sync App only routes HTTP traffic through the ProxyServer port specified in this connection property when ProxyAutoDetect is set to False.

If ProxyAutoDetect is set to True (the default), the Sync App instead routes HTTP traffic through the proxy server port specified in your system proxy settings.

For other proxy types, see FirewallType.

ProxyAuthScheme

Specifies the authentication method the provider uses when authenticating to the proxy server specified in the ProxyServer connection property.

Remarks

Supported authentication types :

BASIC: The Sync App performs HTTP basic authentication.
DIGEST: The Sync App performs HTTP digest authentication.
NTLM: The Sync App retrieves an NTLM token.
NEGOTIATE: The Sync App retrieves an NTLM or Kerberos token based on the applicable protocol for authentication.
NONE: Signifies that the ProxyServer does not require authentication.

For all values other than NONE, you must also set the ProxyUser and ProxyPassword connection properties.

If you need to use another authentication type, such as SOCKS 5 authentication, see FirewallType.

ProxyUser

Provides the username of a user account registered with the proxy server specified in the ProxyServer connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyUser
BASIC	The username of a user registered with the proxy server.
DIGEST	The username of a user registered with the proxy server.
NEGOTIATE	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NTLM	The username of a Windows user who is a valid user in the domain or trusted domain that the proxy server is part of, in the format `user@domain` or `domain\user`.
NONE	Do not set the ProxyPassword connection property.

Note: The Sync App only uses this username if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the username specified in your system proxy settings.

ProxyPassword

Specifies the password of the user specified in the ProxyUser connection property.

Remarks

The ProxyUser and ProxyPassword connection properties are used to connect and authenticate against the HTTP proxy specified in ProxyServer.

After selecting one of the available authentication types in ProxyAuthScheme, set this property as follows:


ProxyAuthScheme Value	Value to set for ProxyPassword
BASIC	The password associated with the proxy server user specified in ProxyUser.
DIGEST	The password associated with the proxy server user specified in ProxyUser.
NEGOTIATE	The password associated with the Windows user account specified in ProxyUser.
NTLM	The password associated with the Windows user account specified in ProxyUser.
NONE	Do not set the ProxyPassword connection property.

For SOCKS 5 authentication or tunneling, see FirewallType.

Note: The Sync App only uses this password if ProxyAutoDetect is set to False. If ProxyAutoDetect is set to True (the default), the Sync App instead uses the password specified in your system proxy settings.

ProxySSLType

Specifies the SSL type to use when connecting to the proxy server specified in the ProxyServer connection property.

Remarks

This property determines when to use SSL for the connection to the HTTP proxy specified by ProxyServer. You can set this connection property to the following values :


AUTO	Default setting. If ProxyServer is set to an HTTPS URL, the Sync App uses the TUNNEL option. If ProxyServer is set to an HTTP URL, the component uses the NEVER option.
ALWAYS	The connection is always SSL enabled.
NEVER	The connection is not SSL enabled.
TUNNEL	The connection is made through a tunneling proxy. The proxy server opens a connection to the remote host and traffic flows back and forth through the proxy.

ProxyExceptions

Specifies a semicolon-separated list of destination hostnames or IPs that are exempt from connecting through the proxy server set in the ProxyServer connection property.

Remarks

The ProxyServer is used for all addresses, except for addresses defined in this property. Use semicolons to separate entries.

Note: The Sync App uses the system proxy settings by default, without further configuration needed. If you want to explicitly configure proxy exceptions for this connection, set ProxyAutoDetect to False.

Logging

This section provides a complete list of the Logging properties you can configure in the connection string for this provider.

Property	Description
LogModules	Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

LogModules

Specifies the core modules to include in the log file. Use a semicolon-separated list of module names. By default, all modules are logged.

Remarks

The Sync App writes details about each operation it performs into the logfile specified by the Logfile connection property.

Each of these logged operations are assigned to a themed category called a module, and each module has a corresponding short code used to labels individual Sync App operations as belonging to that module.

When this connection property is set to a semicolon-separated list of module codes, only operations belonging to the specified modules are written to the logfile. Note that this only affects which operations are logged moving forward and doesn't retroactively alter the existing contents of the logfile. For example: INFO;EXEC;SSL;META;

By default, logged operations from all modules are included.

You can explicitly exclude a module by prefixing it with a "-". For example: -HTTP

To apply filters to submodules, identify them with the syntax <module name>.<submodule name>. For example, the following value causes the Sync App to only log actions belonging to the HTTP module, and further refines it to exclude actions belonging to the Res submodule of the HTTP module: HTTP;-HTTP.Res

Note that the logfile filtering triggered by the Verbosity connection property takes precedence over the filtering imposed by this connection property. This means that operations of a higher verbosity level than the level specified in the Verbosity connection property are not printed in the logfile, even if they belong to one of the modules specified in this connection property.

The available modules and submodules are:


Module Name	Module Description	Submodules
INFO	General Information. Includes the connection string, product version (build number), and initial connection messages.	Connec – Information related to creating or destroying connections. Messag – Generic label for messages pertaining to connections, the connection string, and product version. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service.
EXEC	Query Execution. Includes execution messages for user-written SQL queries, parsed SQL queries, and normalized SQL queries. Success/failure messages for queries and query pages appear here as well.	Messag – Messages pertaining to query execution. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. Normlz – Query normalization steps. Query normalization is when the product takes the user-submitted query and rewrites the query to get the same results with optimal performance. Origin – This label applies to any messages recording a user's original query (the exact, unaltered, non-normalized query executed by the user). Page – Messages related to query paging. Parsed – Query parsing steps. Parsing is the process of converting the user-submitted query into a standardized format for easier processing.
HTTP	HTTP protocol messages. Includes HTTP requests/responses (including POST messages), as well as Kerberos related messages.	KERB – HTTP requests related to Kerberos. Messag – Messages pertaining to HTTP protocols. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. Unpack – This label applies to messages about zipped data being returned from the service API and unpacked by the product. Res – Messages containing HTTP responses. Req – Messages containing HTTP requests.
WSDL	Messages pertaining to the generation of WSDL/XSD files.	—
SSL	SSL certificate messages.	Certif – Messages pertaining to SSL certificates.
AUTH	Authentication related failure/success messages.	Messag – Messages pertaining to authentication. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. OAuth – Messages related to OAuth authentication. Krbros – Kerberos-related authentication messages.
SQL	Includes SQL transactions, SQL bulk transfer messages, and SQL result set messages.	Bulk – Messages pertaining to bulk query execution. Cache – Messages related to reading row data from and writing row data to the product's cache for better performance. Messag – Messages pertaining to SQL transactions. These messages are typically specific to the Sync App, rather than being received and passed along directly from the service. ResSet – Query resultsets. Transc – Messages related to handling transactions, including information about the number of jobs executed and backup table handling.
META	Metadata cache and schema messages.	Cache – Messages related to reading from and modifying column and table definitions in the product's cache for better performance. Schema – Messages related to retrieving metadata from or modifying the service schema. MemSto – Messages related to writing to or reading from in-memory metadata cache. Storag – Messages relating to storing metadata on disk or in an external data store, rather than in memory.
FUNC	Information related to executing SQL functions.	Errmsg – Error messages related to executing SQL functions.
TCP	Incoming and outgoing raw bytes on TCP transport layer messages.	Send – Raw data sent via the TCP protocol. Receiv – Raw data received via the TCP protocol.
FTP	Messages pertaining to the File Transfer Protocol.	Info – Status messages related to communication in the FTP protocol. Client – Messages related to actions taken by the FTP client (the product) during FTP communication. Server – Messages related to actions taken by the FTP server during FTP communication.
SFTP	Messages pertaining to the Secure File Transfer Protocol.	Info – Status messages related to communication in the SFTP protocol. To_Server – Messages related to actions taken by the SFTP client (the product) during SFTP communication. From_Server – Messages related to actions taken by the SFTP server during SFTP communication.
POP	Messages pertaining to data transferred via the Post Office Protocol.	Client – Messages related to actions taken by the POP client (the product) during POP communication. Server – Messages related to actions taken by the POP server during POP communication. Status – Status messages related to communication in the POP protocol.
SMTP	Messages pertaining to data transferred via the Simple Mail Transfer Protocol.	Client – Messages related to actions taken by the SMTP client (the product) during SMTP communication. Server – Messages related to actions taken by the SMTP server during SMTP communication. Status – Status messages related to communication in the SMTP protocol.
CORE	Messages relating to various internal product operations not covered by other modules.	—
DEMN	Messages related to SQL remoting.	—
CLJB	Messages about bulk data uploads (cloud job).	Commit – Submissions for bulk data uploads.
SRCE	Miscellaneous messages produced by the product that don't belong in any other module.	—
TRANCE	Advanced messages concerning low-level product operations.	—

Schema

This section provides a complete list of the Schema properties you can configure in the connection string for this provider.

Property	Description
Location	Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.
BrowsableSchemas	Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .
Tables	Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .
Views	Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Location

Specifies the location of a directory containing schema files that define tables, views, and stored procedures. Depending on your service's requirements, this may be expressed as either an absolute path or a relative path.

Remarks

The Location property is only needed if you want to either customize definitions (for example, change a column name, ignore a column, etc.) or extend the data model with new tables, views, or stored procedures.

If left unspecified, the default location is %APPDATA%\\CData\\QuickBase Data Provider\\Schema, where %APPDATA% is set to the user's configuration directory:


Platform	%APPDATA%
Windows	The value of the APPDATA environment variable
Linux	~/.config

BrowsableSchemas

Optional setting that restricts the schemas reported to a subset of all available schemas. For example, BrowsableSchemas=SchemaA,SchemaB,SchemaC .

Remarks

Listing all available database schemas can take extra time, thus degrading performance. Providing a list of schemas in the connection string saves time and improves performance.

Tables

Optional setting that restricts the tables reported to a subset of all available tables. For example, Tables=TableA,TableB,TableC .

Remarks

Listing all available tables from some databases can take extra time, thus degrading performance. Providing a list of tables in the connection string saves time and improves performance.

If there are lots of tables available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those tables. To do this, specify the tables you want in a comma-separated list. Each table should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Tables=TableA,[TableB/WithSlash],WithCatalog.WithSchema.`TableC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each table you want to view by its fully qualified name. This avoids ambiguity between tables that may exist in multiple catalogs or schemas.

Views

Optional setting that restricts the views reported to a subset of the available tables. For example, Views=ViewA,ViewB,ViewC .

Remarks

Listing all available views from some databases can take extra time, thus degrading performance. Providing a list of views in the connection string saves time and improves performance.

If there are lots of views available and you already know which ones you want to work with, you can use this property to restrict your viewing to only those views. To do this, specify the views you want in a comma-separated list. Each view should be a valid SQL identifier with any special characters escaped using square brackets, double-quotes or backticks. For example, Views=ViewA,[ViewB/WithSlash],WithCatalog.WithSchema.`ViewC With Space`.

Note: If you are connecting to a data source with multiple schemas or catalogs, you must specify each view you want to examine by its fully qualified name. This avoids ambiguity between views that may exist in multiple catalogs or schemas.

Miscellaneous

This section provides a complete list of the Miscellaneous properties you can configure in the connection string for this provider.

Property	Description
BatchSize	The size of batches to submit when performing a bulk insert/update/delete operation.
Charset	Specifies the session character set for encoding and decoding character data transferred to and from the Quickbase API. The default value is UTF-8.
MaxRows	Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.
MaxThreads	Specifies the number of concurrent requests.
Other	Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.
Pagesize	Specifies the maximum number of records per page the provider returns when requesting data from Quickbase.
PseudoColumns	Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.
Timeout	Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.
UseDefaultOrderBy	Indicates if a default order by should be applied if none is specified in the query.
UserDefinedViews	Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

BatchSize

The size of batches to submit when performing a bulk insert/update/delete operation.

Remarks

This connection property controls how many records will be submitted to the Quickbase at a time when performing mass inserts and update operations.

Charset

Specifies the session character set for encoding and decoding character data transferred to and from the Quickbase API. The default value is UTF-8.

Remarks

Specifies the session character set for encoding and decoding character data transferred to and from the Quickbase API. The default value is UTF-8.

MaxRows

Specifies the maximum number of rows returned for queries that do not include either aggregation or GROUP BY.

Remarks

The default value for this property, -1, means that no row limit is enforced unless the query explicitly includes a LIMIT clause. (When a query includes a LIMIT clause, the value specified in the query takes precedence over the MaxRows setting.)

Setting MaxRows to a whole number greater than 0 ensures that queries do not return excessively large result sets by default.

This property is useful for optimizing performance and preventing excessive resource consumption when executing queries that could otherwise return very large datasets.

MaxThreads

Specifies the number of concurrent requests.

Remarks

This property allows you to issue multiple requests simultaneously, thereby improving performance.

Other

Specifies advanced connection properties for specialized scenarios. Use this property only under the guidance of our Support team to address specific issues.

Remarks

This property allows advanced users to configure hidden properties for specialized situations, with the advice of our Support team. These settings are not required for normal use cases but can address unique requirements or provide additional functionality. To define multiple properties, use a semicolon-separated list.

Note: It is strongly recommended to set these properties only when advised by the Support team to address specific scenarios or issues.

Integration and Formatting


Property	Description
DefaultColumnSize	Sets the default length of string fields when the data source does not provide column length in the metadata. The default value is 2000.
ConvertDateTimeToGMT=True	Converts date-time values to GMT, instead of the local time of the machine. The default value is False (use local time).
RecordToFile=filename	Records the underlying socket data transfer to the specified file.

Pagesize

Specifies the maximum number of records per page the provider returns when requesting data from Quickbase.

Remarks

When processing a query, instead of requesting all of the queried data at once from Quickbase, the Sync App can request the queried data in pieces called pages.

This connection property determines the maximum number of results that the Sync App requests per page.

Note: Setting large page sizes may improve overall query execution time, but doing so causes the Sync App to use more memory when executing queries and risks triggering a timeout.

PseudoColumns

Specifies the pseudocolumns to expose as table columns, expressed as a string in the format 'TableName=ColumnName;TableName=ColumnName'.

Remarks

This property allows you to define which pseudocolumns the Sync App exposes as table columns.

To specify individual pseudocolumns, use the following format:

Table1=Column1;Table1=Column2;Table2=Column3

To include all pseudocolumns for all tables use:

*=*

Timeout

Specifies the maximum time, in seconds, that the provider waits for a server response before throwing a timeout error.

Remarks

The timeout applies to each individual communication with the server rather than the entire query or operation. For example, a query could continue running beyond 60 seconds if each paging call completes within the timeout limit.

Timeout is set to 60 seconds by default. To disable timeouts, set this property to 0.

Disabling the timeout allows operations to run indefinitely until they succeed or fail due to other conditions such as server-side timeouts, network interruptions, or resource limits on the server.

Note: Use this property cautiously to avoid long-running operations that could degrade performance or result in unresponsive behavior.

UseDefaultOrderBy

Indicates if a default order by should be applied if none is specified in the query.

Remarks

By default, the CData Sync App applies an order by when none is specified. This ensures that duplicate records do not get output when returning data. However, this will have a significant impact on performance for very large tables. If your use case can handle the possibility of duplicate primary keys, it is recommended to turn this off if you would like to have better performance.

UserDefinedViews

Specifies a filepath to a JSON configuration file that defines custom views. The provider automatically detects and uses the views specified in this file.

Remarks

UserDefinedViews allows you to define and manage custom views through a JSON-formatted configuration file called UserDefinedViews.json. These views are automatically recognized by the Sync App and enable you to execute custom SQL queries as if they were standard database views. The JSON file defines each view as a root element with a child element called "query", which contains the SQL query for the view.

For example:

{
	"MyView": {
		"query": "SELECT * FROM [CData].[QuickBase].SampleTable_1 WHERE MyColumn = 'value'"
	},
	"MyView2": {
		"query": "SELECT * FROM MyTable WHERE Id IN (1,2,3)"
	}
}

You can use this property to define multiple views in a single file and specify the filepath. For example:

UserDefinedViews=C:\Path\To\UserDefinedViews.json

When you specify a view in UserDefinedViews, the Sync App only sees that view.

For further information, see User Defined Views.

Third Party Copyrights

LZMA from 7Zip LZMA SDK

LZMA SDK is placed in the public domain.

Anyone is free to copy, modify, publish, use, compile, sell, or distribute the original LZMA SDK code, either in source code form or as a compiled binary, for any purpose, commercial or non-commercial, and by any means.

LZMA2 from XZ SDK

Version 1.9 and older are in the public domain.

Xamarin.Forms

Xamarin SDK

The MIT License (MIT)

Copyright (c) .NET Foundation Contributors

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

NSIS 3.10

Copyright (C) 1999-2025 Contributors THE ACCOMPANYING PROGRAM IS PROVIDED UNDER THE TERMS OF THIS COMMON PUBLIC LICENSE ("AGREEMENT"). ANY USE, REPRODUCTION OR DISTRIBUTION OF THE PROGRAM CONSTITUTES RECIPIENT'S ACCEPTANCE OF THIS AGREEMENT.

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Quickbase Connector for CData Sync

Quickbase Connector for CData Sync

Overview

Quickbase Version Support

Establishing a Connection

Adding a Connection to Quickbase

Authenticating to Quickbase

User Authentication

User Token

Fine-Tuning Data Access

Other Properties

Advanced Features

User Defined Views

SSL Configuration

Firewall and Proxy

Query Processing

Logging

SSL Configuration

Customizing the SSL Configuration

Firewall and Proxy

Connecting Through a Firewall or Proxy

HTTP Proxies

Other Proxies

Data Model

Overview

Key Features

Tables

Views

Stored Procedures

Information Data Model

Tables

Views

Stored Procedures

Tables

Quickbase Connector for CData Sync Tables

Apps

Table Specific Information

Select

Insert

Update

Delete

Columns

Pseudo-Columns

FieldDefinitions

Table Specific Information

Select

Insert

Update

Delete

Columns

TableDefinitions

Table Specific Information

Select

Insert

Update

Delete

Columns

Views

Quickbase Connector for CData Sync Views

AppVariables

Table Specific Information

Select

Columns

FieldPermissions

Table Specific Information

Select

Columns

ReportMetadata

Table Specific Information

Select

Columns

Users

Table Specific Information

Select

Columns

Pseudo-Columns

Stored Procedures

Quickbase Connector for CData Sync Stored Procedures

CreateSolution

Input