Quickbase

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Integration Specifications

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Prerequisites

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How to get a user token

1. After logging in to Quickbase, click your avatar in the top right corner and select Profile.
2. On the My Preferences page, under “My User Information”, select Manage my user tokens.
3. Click + New user token.
4. Enter a name for the token and click Save to generate the token.
5. Check your browser’s address bar for the workspace URL (https://xxxxx.quickbase.com/). The string between https:// and .quickbase is the workspace key.

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Setting up the integration

1. Search for Quickbase on the integration screen.
2. Enter the API key and workspace key you obtained in the previous steps, then click Integrate.
3. Once the integration with Quickbase succeeds, registered user information appears in the account list. If it does not complete successfully, first try the steps in Troubleshooting SaaS integration failures. If the issue persists, check Information to provide and contact Support.