Instead of manually entering or importing data or creating a custom integration, Quickbase Sync automatically connects you with external applications in just a few clicks. You can sync app data without writing a line of code or lifting a finger to move the information over.
Once data is imported, you can provide instant access to all teams that need it and put data to use in the workflows and processes you manage in Quickbase.
In a few clicks, connect to an app, service, or folder containing CSV files. Drag and drop to connect the fields you want and set a schedule to automatically refresh the data. It’s easy-to-use and requires no coding or learning curve.
Quickbase Sync protects personal information, such as user name and password, and uses Open Authentication (OAuth), an industry standard that securely grants access to data. In addition to data security, read-only access to connected data ensures data integrity and honors the system of record.
Control when data gets updated. Set up a schedule to refresh the data added to Quickbase on a weekly, daily or hourly basis. Automation eliminates human errors and lessens the need for data review and reconciliation. It also ensures that your Quickbase apps use the most current data.
View information about your connections and the apps and tables that use them. Easily add new fields from the external app and change filtering and scheduling settings when needed. Refresh history helps you track the time and status of data updates.
Connect Quickbase, in a few clicks, with popular cloud storage services or your company’s SFTP server. Instantly bring in data from CSV files generated by a wide range of systems and keep data automatically updated. Pull CSV files from any application both on-premise and in the cloud. Sync app data and bring the information you need into Quickbase seamlessly. With just a few clicks, you can create a custom solution for your business.
Easily connect Quickbase with popular cloud apps: Salesforce, NetSuite, Zendesk, QuickBooks Online, Intacct, Bill.com, and Zuora. You can also bring data from one Quickbase app into another. Once added to Quickbase, the data gets updated automatically. You don't have to learn about the structure of the source app or develop complicated code to get your data – we make it easy! Sync software with Quickbase using our pre-built collections of common data sets, including Salesforce and QuickBooks Online.