Getting Started

Connecting to QuickBase

Set up your QuickBase connection using user tokens. Learn how to securely connect and manage your connections.

Getting Your QuickBase Credentials

What You'll Need:

  • Realm Hostname: Your QuickBase domain (e.g., yourcompany.quickbase.com)
  • User Token: A secure API token from your QuickBase account

How to Get Your User Token:

  1. 1Log in to your QuickBase account
  2. 2Click your profile picture in the top right corner
  3. 3Select My Preferences
  4. 4Navigate to My User Information
  5. 5Scroll to Manage User Tokens
  6. 6Click + New User Token
  7. 7Give it a name (e.g., "SyncForms") and assign necessary apps
  8. 8Copy the generated token immediately (you won't be able to see it again)

Adding a Connection in SyncForms

  1. 1Navigate to Connections in your SyncForms dashboard
  2. 2Click Add Connection
  3. 3Enter a Connection Name (e.g., "Production" or "Sales App")
  4. 4Paste your Realm Hostname
  5. 5Paste your User Token
  6. 6Click Save

Testing Your Connection

SyncForms will automatically test your connection. If successful, you'll be able to select apps and tables from this QuickBase realm when building forms.

Security & Best Practices

  • Encrypted Storage: All connection credentials are encrypted and stored securely
  • Token Permissions: Only grant access to apps you'll use for forms
  • Multiple Connections: Create separate connections for different QuickBase environments
  • Token Rotation: Regularly rotate your user tokens for security