Connect to Quickbase Data in HULFT Integrate

HULFT Integrate is a modern data integration platform that provides a drag-and-drop user interface to create cooperation flows, data conversion, and processing so that complex data connections are easier than ever to execute. When paired with the CData JDBC Driver for Quickbase, HULFT Integrate can work with live Quickbase data. This article explains how to connect to Quickbase and move the data into a CSV file.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Quickbase data. When you issue complex SQL queries to Quickbase, the driver pushes supported SQL operations, like filters and aggregations, directly to Quickbase and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Quickbase data using native data types.

Enable Access to Quickbase

To enable access to Quickbase data from HULFT Integrate projects:

1. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.quickbase.jar (and cdata.jdbc.quickbase.lic), to the jdbc_adapter subfolder for the Integrate Server
2. Restart the HULFT Integrate Server and launch HULFT Integrate Studio

Build a Project with Access to Quickbase Data

Once you copy the JAR files, you can create a project with access to Quickbase data. Start by opening Integrate Studio and creating a new project.

1. Name the project
2. Ensure the "Create script" checkbox is checked
3. Click Next 👁 Creating a new project.
   
4. Name the script (e.g.: QuickBasetoCSV)

Once you create the project, add components to the script to copy Quickbase data to a CSV file.

Configure an Execute Select SQL Component

Drag an "Execute Select SQL" component from the Tool Palette (Database -> JDBC) into the Script workspace.

1. In the "Required settings" tab for the Destination, click "Add" to create a new connection for Quickbase. Set the following properties:
   • Name: Quickbase Connection Settings
   • Driver class name: cdata.jdbc.quickbase.QuickBaseDriver
   • URL: jdbc:quickbase:[email protected];Password=password;Domain=myinstance.quickbase.com;ApplicationToken=bwkxrb5da2wn57bzfh9xn24
     
     👁 JDBC connection settings (Salesforce is shown).
     

     Built-in Connection String Designer

     For assistance constructing the JDBC URL, use the connection string designer built into the Quickbase JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

     		java -jar cdata.jdbc.quickbase.jar
     		

     Fill in the connection properties and copy the connection string to the clipboard.

     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.
     👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
     
2. Write your SQL statement. For example:

   SELECT Id, Column1 FROM SampleTable_1

3. Click "Extraction test" to ensure the connection and query are configured properly
4. Click "Execute SQL statement and set output schema"
5. Click "Finish" 👁 Configuring the Execute Select SQL operation
   

Configure a Write CSV File Component

Drag a "Write CSV File" component from the Tool Palette (File -> CSV) onto the workspace.

1. Set a file to write the query results to (e.g. SampleTable_1.csv)
2. Set "Input data" to the "Select SQL" component
3. Add columns for each field selected in the SQL query
4. In the "Write settings" tab, check the checkbox to "Insert column names into first row"
5. Click "Finish"

Map Quickbase Fields to the CSV Columns

Map each column from the "Select" component to the corresponding column for the "CSV" component.

Finish the Script

Drag the "Start" component onto the "Select" component and the "CSV" component onto the "End" component. Build the script and run the script to move Quickbase data into a CSV file.

Download a free, 30-day trial of the CData JDBC Driver for Quickbase and start working with your live Quickbase data in HULFT Integrate. Reach out to our Support Team if you have any questions.