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Domo

QuickBase Connector

Version 1

 

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=quickbase

Intro

QuickBase is a low-code platform for citizen development for building, customizing and connecting scalable, secure cloud applications mapped to unique business challenges without compromising IT governance and control. Use Domo's QuickBase connector to retrieve records from tables, pull user information, and so on. To learn more about the QuickBase API, visit their page (https://help.quickbase.com/api-guide/index.html).

You connect to your QuickBase account in the Data Center. This topic discusses the fields and menus that are specific to the QuickBase connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

  • Project management

  • Sales management

  • IT management

  • Custom database

  • Human resources

  • Field service management

  • Marketing

Primary Metrics

Varies greatly because it is such a customizable tool

Primary Company Roles

Varies greatly because it is such a customizable tool

Average Implementation Time

10-15 hours

Ease of Use (on a 1-to-10 scale with 1 being easiest)

5

Best Practices

The best way to get started with this connector is by implementing the "Do Query" report. To configure this report, follow these instructions:

  1. Select Do Query as your report type.

  2. Enter the DBID in the Query Params field.
    You can find the DBID you want to query by reviewing the URL when logged into QuickBase. The DBID comes directly after the /db/ in the url. You can visit this page from QuickBase describing how to get the DBID: http://www.quickbase.com/developer/k...uickbase-table

  3. Leave the Query field blank.

  4. Enter a list of fields IDs in the Column List field can be populated with a list of field ids (FID) that are period separated (10.12.15.18).
    Alternatively, you can simply enter a to pull in all columns.

You can get the FIDs for the columns in the DBID by going to Settings in the application and clicking Tables. This shows you the schema details for the DBID you are reviewing, including the field id (FID). If the FID column isn't viewable, click Show Field IDs below the field list. For more information, see http://qunect.com/appnotes/fid.html.

The date columns are returned through the connector as the number of milliseconds since epoch (1970-01-01). To convert these numeric values to the correct date, a transformation in a DataFlow can be used with the following:

from_unixtime(date_column/1000) as date_column

This transformation will convert the number to a date-time format.

For more information about DataFlows, see Magic Transforms.

Prerequisites

To connect to your QuickBase account and create a DataSet, you must have the following:

  • Your QuickBase username and password.

  • Your QuickBase domain. This is essentially the URL of your QuickBase instance without http://. For example: abc.quickbase.com.

  • Your Quickbase Application Token. To find your Application Token, do the following:

    1. Navigate to www.quickbase.com and log in using your credentials.

    2. Click the application you need a token for.

    3. Click Settings.

    4. Click App Properties.

    5. Scroll down to Advanced Settings.

    6. Click Manage Application Token.

The Application Token is shown in the table.

Connecting to Your QuickBase Account

This section enumerates the options in the  Credentials  and  Details  panes in the QuickBase Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your QuickBase account. The following table describes what is needed for each field:  

Field

Description

Username Enter the username for your QuickBase account.
Password Enter the password for your QuickBase account.
Domain Enter your QuickBase domain, for example abc.quickbase.com.
Application Token Enter your QuickBase Application Token. For information about finding your Application Token, see "Prerequisites," above.

Once you have entered valid QuickBase credentials, you can use the same account any time you go to create a new QuickBase DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a primary Reports menu, along with various other menus which may or may not appear depending on the report type you select.

Menu

Description

Report

Select the QuickBase report you want to run. The following reports are available:

Ancestor Info Retrieves ancestor information about the current application.
App DTM Info Retrieves the timestamp of the last time change throughout the application.
DB Info Retrieves metadata information, such as the last time the table was modified.
DB Page Retrieves stores pages in QuickBase.
DB Var Retrieves values assigned to variables (DBVars) set up in your QuickBase application.
Do Query Retrieves records from a table using a query.
Granted DBs Retrieves a list of the names and DBIDs of all the applications and tables that you are entitled to access, across all domains.
Number Records Retrieves the total number of records in a table.
Record Info Retrieves the values and types of all fields in a record.
Role Info Retrieves all of the roles that apply to the application.
Schema Retrieves information about the specified application or application table.
User Info Retrieves the username and user ID associated with an email address used for QuickBase sign-in.
User Role Retrieves roles assigned to a specific user in an application.
Query Params Enter query parameters. For example: dbid='abcd1234'
Query Enter your search query.
Column List Enter a period-separated list of column indices to display. To show all columns, enter a.

 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

  • Review the connector history for error messages.

  • Double-check the application token and credentials entered into Domo.

  • If the connector is pulling in a limited number of columns, adjust the column list to a smaller number of columns by entering in a period-separated list of Field IDs (FID).

  • Because of the flexible nature of QuickBase, there are instances where the column names can become excessively long. This can cause issues when manipulating data using a MySQL Dataflow in Domo. There is a limit of 64 characters in a MySQL column name. To remedy this, a Magic ETL DataFlow can be used to rename columns. For more information, see Creating an ETL DataFlow.