This article explains how realm admins link their Quickbase account to an existing or new FastField account from the Quickbase Permissions page. It also explains how to start a FastField trial from Quickbase. This method links your accounts for single sign-on (SSO), and is an alternative to setting up a Quickbase integration with a user token in FastField.
SSO linking lets you do things like:
- Give users single sign-on access (SSO) to FastField using Quickbase login credentials
- Automatically update Quickbase records from FastField forms
- Sync Quickbase tables with FastField data tables
- Manage FastField permissions from Quickbase
After you link accounts this way, users are impacted by how they log in to FastField:
- New FastField users—When a new user is added to your FastField account, they are given a Quickbase account automatically. They must set up a Quickbase username and password and access FastField using the Log in with Quickbase button.
- Current FastField users—Existing users on your FastField account (prior to linking) can still log in to FastField with their FastField login credentials unless a FastField admin syncs their account with Quickbase. If synced, these users must set up a Quickbase username and password and access FastField using the Log in with Quickbase button.
- Realm admin—The realm admin that connected the FastField account to Quickbase must access FastField using the Log in with Quickbase button or the Open FastField button in Quickbase.
You must be an account and realm admin to access the Quickbase Permissions page and link with FastField or start a trial.
In this article
Link an existing FastField account
Manually link your Quickbase and FastField accounts using an account code. To do this:
- In Quickbase, open the Admin Console and go to Permissions.
- Under FastField, select the Get started using FastField and Quickbase link.
If this specific link doesn't display but you have a FastField account, contact support. - Select I have a FastField account.
- Select Get code. This takes you to the FastField Portal to show you your account code.
- Copy your account code from FastField. Then go back to Quickbase to paste it and select Link account.
This links your accounts. You can start managing who has permission to access FastField from Quickbase. Learn more about managing permissions.
Create and link a new FastField account
To create a new FastField account to link to your Quickbase account:
- In Quickbase, open the Admin Console and go to Permissions.
- Under FastField, select the Get started using FastField and Quickbase link.
- Select I have a FastField account.
- Select Create account.
This creates a new FastField account that is linked to your Quickbase realm. You can start managing who has permission to access FastField from Quickbase. Learn more about managing permissions.
Start a FastField trial from Quickbase
From Quickbase, start a 30-day trial of FastField to try out the integration with your Quickbase account. Trials started from Quickbase are longer than trials started from FastField, which are only 14 days.
Only realm admins who are also account admins can start a FastField trial from Quickbase.
To start a 30-day FastField trial:
- In Quickbase, open the Admin Console and go to Permissions.
- Under FastField, select Start a 30-day trial.
- Confirm your trial.
- Use the Open FastField button to get started in FastField.
During your trial
You have access to the FastField Portal and mobile app. You can build and share forms through the Form Builder, create reports through the Report Builder, and use any of the integrated features (like creating a FastField form from a Quickbase table).
After your trial
If you decide to subscribe to FastField, reach out to your Quickbase Account Executive to discuss pricing options. Your forms and data from your trial will remain in your account for you to keep using after subscribing.
If you decide not to subscribe to FastField, your account will not be charged.