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

⇱ Connect to Quickbase Data from HeidiSQL

Connect to Quickbase Data from HeidiSQL

👁 Mohsin Turki
Mohsin Turki
Technical Marketing Engineer
Use CData Connect AI to connect to and query live Quickbase data from HeidiSQL.

HeidiSQL is an open-source database administration tool that natively supports MariaDB, MySQL, SQL Server, and PostgreSQL. When paired with CData Connect AI, HediSQL reach extends to include access to live Quickbase data. This article demonstrates how to connect to Quickbase using Connect AI and query Quickbase data in HeidiSQL.

CData Connect AI provides a pure SQL Server interface for Quickbase, allowing you to query data from Quickbase without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Quickbase, leveraging server-side processing to return the requested Quickbase data quickly.

Configure Quickbase Connectivity for HeidiSQL

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

  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.

    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 HeidiSQL.

Connect to Quickbase from HeidiSQL using Connect AI

To establish a connection from HeidiSQL to the CData Connect AI Virtual SQL Server API, follow these steps.

Create a new HeidiSQL Session

  1. In the Session Manager, select New in the bottom-left
  2. Give the new session a descriptive name, e.g. Connect-Cloud-Quickbase
    3. 👁 Creating a new session in HeidiSQL.

Configure a SQL Server Connection to Connect AI

  1. In the session settings, set the Network type to Microsoft SQL Server (TCP/IP)
  2. The Library DLL should automatically update to MSOLEDBSQL
  3. Set the Hostname/IP to tds.cdata.com
  4. Set the User to your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected]
  5. Set the Password to your PAT created in Connect AI in the previous section.
  6. Set the Port to 14333 👁 Configuring a SQL Server connection to Connect AI

Query Quickbase from HeidiSQL

  1. In the database listing on the left, find your connection to Quickbase configured earlier.
  2. Expand this connection to view individual tables or data objects present within Quickbase.
  3. Write custom SQL queries targeting these tables, treating the data source like any SQL Server database, or visually explore each tabular data set by selecting the relevant tables 👁 Querying within HeidiSQL.

Get CData Connect AI

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