Here’s how to connect your QuickBase account to Grow.
First, log in to your Grow account. Press Add Metric, then select QuickBase from the list of data sources. You will need to connect your account before you can pull any data in.
To connect your account, you will need your Quickbase realm name, your Quickbase credentials, and your Quickbase app token.
Your realm name is the portion of your organization’s URL that comes before
To find your app token, log in to your QuickBase account. Navigate to your app and click on the Settings link.
Once you are in Settings, click on App Properties in the Basic section.
On the App Properties page, you will need to scroll down until you see the Advanced Settings section. Under Security Options in this section, make sure “Require Application Tokens” is checked, then click on the Manage Application Token link.
This will bring you to a page where you can create and manage your application tokens. Go ahead and copy the app token for your app.
Finally, come back to Grow, and enter your realm name and your credentials, and paste the app token into Grow, then press the blue Submit button.
And that’s it! You’re set to build metrics.
Want to pull a report into Grow? This article will show you what reports you can pull and how.
Questions about QuickBase? Email us at firstname.lastname@example.org or chat in on the site.