QuickBase Straight Up

Many of our long-time readers know about QuickBase Nation, the suite of QuickBase tools offered free of charge by the Data Collaborative. We’ve talked about many of these tools here in the past, but one that we haven’t mentioned - and one that also happens to be one of our favorites - is the Contact Sync tool. This service allows you to synchronize contacts between Constant Contact, the popular email marketing tool, and a table in QuickBase.

We think that Contact Sync is simple enough to stand on its own, but to clear up any potential confusion, here’s a step by step guide to syncing your contacts:

1. Log in to QuickBase Nation. Don’t have an account yet? We forgive you. But seriously, set one up now. They’re free.

2. Enter your QuickBase login info.

3. Pick your contacts table from the list provided. Fill in your application token, if necessary. (Confused about app tokens? Check out QuickBase’s support article.)

4. Fill in the name and email fields from the table in the menus provided.

5. Enter your Constant Contact login information, and select the contact list that you would like to use when transferring contacts.

6. You’re now faced with the two panes of the synchronization screen. Transferring contacts from QuickBase to Constant Contact is easy: select the QuickBase contacts you want to transfer to Constant Contact and press the right arrow. You can select multiple adjacent contacts with the shift key, and multiple separate ones using the command key on Mac or the control key on Windows.

7. Then, select the CC contacts that you’d like to send to QuickBase, and press the left arrow.

8. There is no 8. You’re done.

Enjoy your newly synchronized contacts! As always, we’d love to hear from you if you have questions or comments. Drop us a line.