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Airtable walkthrough

Prerequisite

An established Airtable connection.

Pulling data from Airtable using Data Integration

Configuring data retrieval

  1. Enter the ID of the Base from which you want to pull data.
  2. Specify the table names from which to pull data.
note
  • Selecting multiple tables results in a joint table combining fields and data.
  • If tables have a common field name with different data types, the field can be excluded.
  • Use this feature for tables with identical structures across different tabs (For example, monthly reports across different months).
  • Validate your settings to ensure accuracy.

Filtering options (optional)

  • Filter by formula
    Use an Airtable formula for advanced filtering.

  • View
    Specify a view in your table to return records from that view only.

  • Limit records
    Set a maximum number of records to fetch.

Auto mapping

Data Integration automatically configures your Schema based on the selected tables. Customize the fields to fetch, add new fields, or remove unwanted fields. Four metadata fields included: Base ID, Table Name, Record ID, and Created Time.

Sorting the data

After Auto Mapping, a table with fields and their types is displayed. Sort the returned data by selecting columns and specifying the order (ascending/descending).

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