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URL: https://www.cdata.com/kb/tech/quickbase-cloud-acl-analytics.rst

⇱ Connect to Quickbase Data in ACL Analytics

Connect to Quickbase Data in ACL Analytics

👁 Stanley Liu
Stanley Liu
Associate Technical Product Marketer
Connect to Quickbase data via CData Connect AI in ACL Analytics to run your data analysis workflows with real-time access to Quickbase data.

ACL Analytics, part of Diligent HighBond, is a powerful data analysis software primarily used for audit, risk management, and compliance. It enables professionals to examine and analyze large volumes of data to identify anomalies, trends, and potential risks or fraudulent activities.

CData Connect AI offers a dedicated cloud-to-cloud interface for Quickbase, enabling analytics directly from live Quickbase data within ACL Analytics, all without the need for data replication to a native database. With its inherent optimized data processing capabilities, CData Connect AI efficiently channels all supported SQL operations, including filters and JOINs, directly to Quickbase. This leverages server-side processing to swiftly deliver the requested Quickbase data.

Configure Quickbase Connectivity for ACL Analytics

Connectivity to Quickbase from ACL Analytics is made possible through CData Connect AI. To work with Quickbase data from ACL Analytics, we start by creating and configuring a Quickbase connection in CData Connect AI.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "Quickbase" from the Add Connection panel
    3. 👁 Selecting a data source
  3. Enter the necessary authentication properties to connect to Quickbase. Enter the necessary authentication properties to connect to Quickbase.

    User Authentication Method

    To authenticate with user credentials, specify the following connection properties:

    1. Set the User and Password.
    2. If your application requires an ApplicationToken;, you must provide it otherwise an error will be thrown. You can find the ApplicationToken under SpecificApp > Settings > App management > App properties > Advanced settings > Security options > Manage Application Token.

    User Token Authentication

    To authenticate with a user token, specify the following connection properties:

    1. Set UserToken and you are ready to connect. You can find the UserToken under Quick Base > My Preferences > My User Information > Manage User Tokens.
    👁 Configuring a connection (Salesforce is shown)
  4. Click Save & Test
  5. Navigate to the Permissions tab in the Add Quickbase Connection page and update the User-based permissions. 👁 Updating permissions

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

  1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
  2. On the Settings page, go to the Access Tokens section and click Create PAT.
  3. Give the PAT a name and click Create. 👁 Creating a new PAT
  4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Quickbase data from ACL Analytics.

Connect to Quickbase from ACL Analytics

The steps below outline connecting to CData Connect AI from ACL Analytics to create a new Quickbase data source. The CData Connect AI Virtual SQL Server allows you to establish a connection to your data from integration tools that support connections to SQL servers. The Virtual SQL Server mimics the behavior of a traditional SQL server, and it supports a range of query options.

  1. With your Analytics File open, select 'Import' --> 'Database and application' 👁 Creating a new data source
  2. Create a new connection
  3. Set the connection information
    • Server: tds.cdata.com
    • Port: 14333
    • Auth Scheme: Password
    • Username: a Connect AI user, for example, [email protected]
    • Password: the PAT for the above Connect AI user
    • Database: the name of your Quickbase connection, for example, QuickBase1
    👁 Connecting to Connect AI
  4. Click "Test Connection"
  5. Click "OK"
  6. You are now ready to work with your Quickbase data in ACL Analytics! 👁 See your data in ACL Analytics

Live connections to Quickbase data from your applications

ACL Analytics can now connect to live Quickbase data directly through Connect AI, allowing you to analyze Quickbase data without duplicating it.

To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your applications, try CData Connect AI today!