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Solution home Recipe 101 Common Use Cases

Quickbase sync with SQL Server

Modified on: Wed, Nov 30, 2016 at 1:06 AM

https://www.workato.com/recipes/280610-demo-qb-data-sync-with-sql-server#_

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Syncs new rows in your QuickBase Table to a SQL Server. This is a sample recipe to demonstrate a simple table to table syncing scenario. There will be tweaking required as the tables and applications used in both Quickbase and SQL Server may differ from yours.


How the current recipe logic works : 

1) New Rows in QuickBase Customer Manager application's Opportunity table will add its company found in the Contact Table into a SQL Server.


On-premise SQL server support is also available. To connect to an on-premise server, an appropriate plan will be needed to use the secure agent.[ Learn more here.](http://workato.com/pricing)


What needs to be changed to maket this work : 


Change the Tables and Applications

This recipe was originally set up to be used with a standard application call Team Complete Sales Manager. You may change this to the application of your choice. However, by default, the recipe will be able to support a Company sync to SQL Server



Change the search action in QuickBase

The QuickBase action searches for a relevant Contact in the Contacts table. With the details found from another table, a third action then allows a search in a SQL Table for such record. If the record does not exist, it will add a new row into the SQL Table with its information.

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