QuickBase to Sharepoint Sync?
So I have a lot of Data I like to keep track of in QuickBase. I have several dozen customized reports I check daily and weekly. Some of this data contains percentage scores for coworkers, averages, etc.. I used to use Google Suite to track this information, but now we are using Microsoft Office 365 and Sharepoint. So I've been trying to find a way to export this data live from QuickBase into Excel in Office 365. Our spreadsheets where we track and update information is in Excel on SharePoint. I've tried using the desktop version of Office 365's Excel and go into the Data and Get Data From Web and other options. I've went into the refresh options to try to refresh hourly. It won't. Is it not possible to sync them so the information in QuickBase exports and updates the data in sharepoint? I can save the data in Quickbase as a Spreadsheet CSV file and load it into Excel just fine, but it won't refresh and update. ------------------------------ Joey Fletcher ------------------------------Bridging the Gap Between Design and Build: Introducing the Bluebeam + Quickbase Integration
In construction, everyone knows the magic (and the mess) happens in the margins—on plans, in field notes, and in the hundreds of markups that help turn design into reality. But getting those markups in front of the right people at the right time? That’s where things can fall apart fast. We’ve seen it firsthand. Between our industry experience and countless customer conversations, one challenge keeps coming up: the disconnect between design teams and build teams, all because key information is hard to access. The challenge: eliminate the Gray Work associated with markups If you’ve worked with Bluebeam, you know it’s a powerful tool for reviewing and marking up plans. But a persistent challenge exists with broadening visibility to the markups and enabling all teams— not just VDC and design, but also PMs, foremen, and even your CFO—to take action based on the markups. So, what happens? People find workarounds. One of the most common? Exporting markups into Excel or email chains to share with the field. But the minute that happens, you lose the real-time connection. Changes get missed. Tasks fall through the cracks. And your clean, well-documented design intent gets scattered across spreadsheets and inboxes. Some teams try to solve this by bringing design in-house with design-build models. But even then, you’re still left asking: Who’s making the changes? Is anyone actually doing the work? And how can I track that it’s getting done? That’s the disconnect we set out to solve. Making markups actionable in Quickbase With the new Bluebeam + Quickbase integration, we’re helping construction teams bring design intent and execution into one shared space—without needing every stakeholder to have a Bluebeam license. Here’s how it works: Markups made in Bluebeam—whether it’s a revision cloud, a callout, or a text box—can now be exported into Quickbase as structured data. Each markup becomes an actionable item. You can assign tasks, set due dates, track status, and monitor completion—all in the same place you’re managing the rest of your project workflows. All stakeholders can see what’s changed, what needs to happen, and who’s responsible. No more digging through PDFs or waiting for someone to send the latest version. The best part? This isn’t a one-way sync. Your team can continue to work the way they’re used to in Bluebeam, and those updates will flow into Quickbase in near real-time. So your site team, PMs, and office admins can stay in sync without ever needing to log in to Bluebeam—or manage another round of exports. A better way to connect design and construction This integration was born from the idea that construction teams don’t need more software—they need better connections between the tools they already use. By bridging the gap between Bluebeam and Quickbase, we’re giving you a way to: Cut down on licensing costs Eliminate manual exports and rework Ensure that design markups turn into actual, trackable work Keep everyone—from architect to installer—on the same page And if you’re already using Quickbase to manage RFIs, punch lists, or closeout documentation, you can now layer in Bluebeam markups to keep your workflows connected from start to finish. From the jobsite to the office—why we built this (and had a little fun doing it) We built this integration because, honestly, we were tired of hearing the same story: “We made the changes in Bluebeam, but no one saw them.” Or worse: “We had five different versions of the same drawing floating around, and no one knew which was right.” Sound familiar? We wanted to fix that. Not with another expensive tool or a clunky workaround—but with something that just makes sense. We knew if we could take the markups people were already making in Bluebeam and bring them into Quickbase—where work actually happens—we could help close the loop. This was a true collaboration between our construction brains (hi, Bob) and product minds (hey, Boryana). There were sketches, debates, a few too many PDF exports… but we got there. And we think you’re really going to like what we built. Let’s just say: if you've ever copy-pasted a markup into Excel while muttering under your breath… this one’s for you. Ready to try it? You can check out the Bluebeam channel Help Guide. It has everything you need to get started—including setup steps, examples, and best practices. Or just dive in, test it out, and let us know what you think. We’d love to hear how it’s working for your team—and what else you’d like it to do. Got questions? Drop a comment below. We’re all ears (and markups). Written by: Bob Salaj, Principal Industry Advisor & former customer Boryana Atanasova, Sr. Product Manager, Quickbase
How to connect external databases ?
Hi team, I want to know about how we can connect external database in Quickbase. For example I have existing app which use existing database like MySQL or MSSql. How we can pull or fetch data from this database in Quickbase? If I create an application in Quickbase then How can I connect my existing database with QB? Do we have any connectors available ? Regards, Kat. ------------------------------ Kat Mill ------------------------------Learning Management System (LMS) and SCORM Cloud
Currently I've built a LMS app in our realm, and with no SCORM compliance for Quickbase I will be using SCORM Cloud to host the content. Is there anyone out there who may have experience with SCORM Cloud and Quickbase? I'm going to have a link to the content that will automatically register the user and go to the launch page for the content. The tricky part is getting the info back to the Quickbase record with date complete, status, and test scores. ------------------------------ Dwight Munson ------------------------------How to download Work Order, Purchase Order, etc... as a PDF from QuickBase?
Hello all, I see others sending work orders, purchase orders, invoices, and/or etc. as a PDF from QuickBase. I have seen others do this at my company with our QuickBase system. Can someone please advise the process for saving an invoice, purchase order, or work order as a PDF? This would be extremely helpful as I have to send these purchase orders out to company's that do not have direct access to our system so "Send PO as email" or "Send WO as email" does not work in these cases. Even if I send the PO to myself it does not send it to me as an attachment, it copy/pastes the WO into an email. Any help would be great! ------------------------------ Bryce T. ------------------------------
Syntax in sending a Text Message
So most of our new hires are all "texters", so I am trying to get it figured out. I have looked around and have a portion of it built. BUT... What would be the texting equivalent of the email subject line and body similar to below? &"?subject=INFORMATION NEEDED TO ACTIVATE YOUR CARD" &"&body="&"Welcome Aboard "&[Associate First Name]&"!" I have not been able to find anything that will create these for me ------------------------------ Hans Hamm ------------------------------
Live sync of QuickBase calendar app to Outlook calendar?
Background: we have a QB app in which we store events. Those events are posted in a QB calendar report. It contains many pieces of info about each event in the event record – much more than we can do in Outlook. However, most everyone here still manages daily attendance to any event by Outlook. That is not up to change. Users in a large community can see this calendar and select events they need to attend. Currently, users who wish to attend the event can download the ICS file of the event on Quick Base and export that instance to Outlook. However that does not sync to later updates made in Quick Base. We need a live sync between the Quick Base events and Outlook events. If the event needs to change, we need the automatic live sync to change it/update it on the Outlook calendar of the attendees who signed up and send out a notification that this has occurred. Do we have any solutions, native or third party, that can do the second bullet above? This is the only functionality we currently lack. I actually think it would be nice if we could sync in the other direction, if events change in Outlook, they sync to the QB app too, but not sure that's as critical. Thanks! Carole Vandenberg ------------------------------ Carole Vandenberg Sr Global Presales Engineering Consultant - NCR ------------------------------
CRM style email tracking function - looking for ideas
I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Outlook?? Has anyone done something similar? I'm looking for a hero :) Thanks in advance! https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box ------------------------------ Sherry Blackburn ------------------------------
