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DOCS >INTEGRATIONS >SAAS >QUICK BASE (V1)

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Quick Base (v1)

Quick Base is supported by the Singer community
This integration is powered bySinger's Quick Base tap. For support,visit the GitHub repo orjoin the Singer Slack.

Quick Base integration summary

Stitch’s Quick Base integration replicates data using theQuick Base HTTP API. Refer to theSchema section for a list of objects available for replication.

Quick Base feature snapshot

A high-level look at Stitch's Quick Base (v1) integration, including release status, useful links, and the features supported in Stitch.

STITCH
Release status

Released on June 27, 2018

Supported by

Singer Community

Stitch plan

Standard

API availability

Available

Singer GitHub repository

singer-io/tap-quickbase

REPLICATION SETTINGS
Anchor Scheduling

Supported

Advanced Scheduling

Supported

Table-level reset

Unsupported

Configurable Replication Methods

Unsupported

DATA SELECTION
Table selection

Supported

Column selection

Supported

Select all

Supported

TRANSPARENCY
Extraction Logs

Supported

Loading Reports

Supported

Connecting Quick Base

Step 1: Retrieve your Quick Base URL and app ID

Step 1.1: Retrieve your Quick Base URL

To retrieve your URL, sign into your Quick Base account.

You’ll need to enter the URL that displays in your browser into Stitch. You should include thehttps:// portion, and omit anything afterdb/.

For example: Based on the URL in the image below, we’d enterhttps://stitchdata.quickbase.com/db/ into Stitch:

Step 1.2: Retrieve your Quick Base app ID

Next, you’ll retrieve the ID of the Quick Base app you want to replicate data from.

In Quick Base, click the desired app in theMy Apps section.

When the app opens, the URL in your browser will now contain the app’s ID. This is the alpha-numeric string afterdb/. In this example, the app ID isbngf9ix7e.

Step 2: Create a Quick Base user token

QuickBase user tokens

Quick Base user tokens are linked to the user who creates them. This means that Stitch will only be able to access the same data in Quick Base as the user who creates the token.

Before proceeding, verify that you can access the tables and fields in Quick Base that you want to replicate.

  1. In Quick Base, click the user menu (your name) in the top right corner.
  2. ClickMy preferences.
  3. In theMy User Information section, clickManage my user tokens for [company name] realm…, located next toManage User Tokens.
  4. On theMy User Tokens page, click+ New user token.
  5. Fill in the following:
    • Name: Enter a name for the token. For example:Stitch
    • Description: If desired, enter a description.
    • Assign token to apps: From the dropdown, select the app you want to replicate data from.
  6. ClickSave.

The token will display in theToken field of theMy User Tokens page. Keep this page open for now - you’ll need it to complete the next step.

Step 3: Add Quick Base as a Stitch data source

  1. Sign into your Stitch account.
  2. On the Stitch Dashboard page, click theAdd Integration button.

  3. Click theQuick Base icon.

  4. Enter a name for the integration. This is the name that will display on the Stitch Dashboard for the integration; it’ll also be used to create the schema in your destination.

    For example, the name “Stitch Quick Base” would create a schema calledstitch_quick_base in the destination.Note: Schema names cannot be changed after you save the integration.

  5. In theQuick Base API URL field, enter the Quick Base URL you retrieved in Step 1. For example:https://stitchdata.quickbase.com/db/
  6. In theQuick Base APP ID field, enter the Quick Base app ID you retrieved in Step 1. For example:bngf9ix7e
  7. In theQuick Base User Token field, paste the user token you created in Step 2.

Step 4: Define the historical replication start date

The Sync Historical Data setting defines the starting date for your Quick Base integration. This means that dataequal to or newer than this date will be replicated to your data warehouse.

Change this setting if you want to replicate data beyond Quick Base’s default setting of1 year. For a detailed look at historical replication jobs, check out theSyncing Historical SaaS Data guide.

Step 5: Create a replication schedule

Replication schedules affect the time Extraction begins, not the time to data loaded. Refer to theReplication Scheduling documentation for more information.

In theReplication Frequency section, you’ll create the integration’sreplication schedule. An integration’s replication schedule determines how often Stitch runs a replication job, and the time that job begins.

Quick Base integrations support the following replication scheduling methods:

To keep your row usage low, consider setting the integration to replicate less frequently. See theUnderstanding and Reducing Your Row Usage guide for tips on reducing your usage.

Initial and historical replication jobs

After you finish setting up Quick Base, itsSync Status may show asPending on either the Stitch Dashboard or in the Integration Details page.

For a new integration, aPending status indicates that Stitch is in the process of scheduling the initial replication job for the integration.This may take some time to complete.

Initial replication jobs with Anchor Scheduling

If using Anchor Scheduling, an initial replication job may not kick off immediately. This depends on the selected Replication Frequency and Anchor Time. Refer to theAnchor Scheduling documentation for more information.

Free historical data loads

The first seven days of replication, beginning when data is first replicated, are free. Rows replicated from the new integration during this time won’t count towards your quota. Stitch offers this as a way of testing new integrations, measuring usage, and ensuring historical data volumes don’t quickly consume your quota.

Replication will continue after the seven days are over. If you’re no longer interested in this source, be sure topause ordelete the integration to prevent unwanted usage.

Quick Base table reference

Schemas and versioning

Schemas and naming conventions can change from version to version, so we recommend verifying your integration’s version before continuing.

The schema and info displayed below is forversion 1 of this integration.

This is the latest version of the Quick Base integration.

Every table in a Quick Base app will display as a selectable table in the Stitch app. Tables are named according to this convention:[app_name]__[table_name].

For example: If an app namedevent_handling containedcustomers,events, andrsvps tables, you could expect the following tables to be created in your destination:

  • event_handling__customers
  • event_handling__events
  • event_handling__rsvps

Table attributes

The schema of Quick Base tables will contain the fields the user linked with theuser token has access to, along with a handful of other fields:

rid
STRING

The unique record ID.This is the Primary Key for the table.

record_id
STRING

The unique record ID.

date_created
DATE-TIME

The date the record was created.

date_modified
DATE-TIME

The date the record was last modified. This is the column Stitch will use as aReplication Key.

last_modified_by
STRING

The ID of the user who last modified the record.

record_owner
STRING

The ID of the user who created the record.

Table attribute names

Some destinations restrict the use of special characters and spaces in column names. While Quick Base doesn’t restrict the use of these characters in their app, attempting to load column names as-is from Quick Base may cause issues.

To prevent loading issues, Stitch’s Quick Base will perform the following on column names:

  • Replace spaces and hyphens (-) with underscores (_)
  • Remove all other nonalphanumeric characters, such as! or#
  • Lowercase capitalized characters

Below are a handful of examples of how Quick Base column names will appear in Stitch:

Column name in Quick BaseColumn name in Stitch
Customer Namecustomer_name
Is a VIP?is_a_vip
EmAiLAdDrEsSemailaddress
Street!Addressstreetaddress
Phone #numberphone_number

RelatedTroubleshooting

Questions? Feedback?

Did this article help? If you have questions or feedback, feel free tosubmit a pull request with your suggestions,open an issue on GitHub, orreach out to us.


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