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Airtable

Airtable Connector Guide

This guide provides an overview of how to connect Whalesync to Airtable and answers common questions.

Connecting to Airtable

To connect your Airtable account to Whalesync, you'll need to authenticate using OAuth. This is a secure way to grant Whalesync access to your Airtable data without sharing your password.

When you connect, Airtable will ask you to authorize Whalesync to perform specific actions. Here’s what we ask for and why:

  • data.records:read and data.records:write: Allows Whalesync to read and write records (rows) in your tables to keep them in sync.

  • schema.bases:read and schema.bases:write: Allows Whalesync to understand the structure of your bases, tables, and fields. We also use this to automatically create tables and fields in Airtable if you want us to.

  • data.recordComments:read and data.recordComments:write : Allows Whalesync to read and write comments in records

  • webhook:manage: Allows Whalesync to set up webhooks, which notify us instantly when data changes in Airtable, enabling real-time syncing.

You will need to grant access to the specific Bases you want to sync with Whalesync.

Syncing Data

Bases and Tables

In Airtable, your data is organized into Bases, which are like databases or spreadsheets. Each base contains Tables, and tables contain your data in records (rows) and fields (columns). Whalesync uses the same terminology.

Syncing Specific Views

One powerful feature of our Airtable connector is the ability to sync a specific View. A View in Airtable lets you filter and sort your records. By choosing a view to sync in Whalesync, you can control exactly which records are included in your sync.

For example, you could create a view in Airtable called "Ready to Publish" that only shows records where a "Status" field is set to "Published". By syncing this view, you ensure only those specific records are synced by Whalesync.

If you don't select a view, Whalesync will sync all records in the table.

Note - you can't use Airtable view sync and two-way sync at the same time. See below for details:

Airtable view sync

Automatic Table and Field Creation

Whalesync can automatically create tables and fields in Airtable to match the structure of the other app you're syncing with.

Important Considerations

API Quotas

Airtable has API request limits, especially on their Free and Team plans. If you have a large number of records or your data changes very frequently, you might hit these limits. We recommend considering Airtable's Business or Enterprise plans for heavy usage to avoid sync interruptions.

Attachments

Please be aware that when syncing attachment fields, the file names of your attachments may change.

Supported Fields

Field
Status

πŸ€– AI field

βœ… Supported

πŸ“‚ Attachment (Image)

βœ… Supported

#️⃣ Autonumber

➑️ Supported (1-Way)

πŸ“‡ Barcode

➑️ Supported (1-Way)

πŸ”˜ Button

βœ–οΈ Not Yet

β˜‘οΈ Checkbox

βœ… Supported

πŸ«‚ Collaborator

➑️ Supported (1-Way)

πŸ”’ Count

βœ… Supported

πŸ§‘ Created by

➑️ Supported (1-Way)

πŸ’± Currency

βœ… Supported

πŸ“… Date

βœ… Supported

⏱️ Duration

➑️ Supported (1-Way)

βœ‰οΈ Email

βœ… Supported

πŸ“Š Formula

➑️ Supported (1-Way)

πŸ–‡οΈ Linked records

βœ… Supported

πŸ–‡οΈ Linked records - multiple

βœ… Supported

πŸ“ Long text

βœ… Supported

πŸ“° Long text - rich text

βœ… Supported

πŸ‘€ Lookup

➑️ Supported (1-Way)

🏷️ Multi-select

βœ… Supported

#️⃣ Number

βœ… Supported

βž— Percent

βœ… Supported

πŸ“ž Phone number

βœ… Supported

⭐ Rating

➑️ Supported (1-Way)

πŸ†” Record ID

➑️ Supported (1-Way)

πŸŒ€ Rollup

➑️ Supported (1-Way)

πŸ”½ Single select

βœ… Supported

πŸ“ Single line text

βœ… Supported

πŸ”— URL

βœ… Supported

Synthetic Fields

Whalesync adds some special fields to your Airtable tables. These fields are not visible in Airtable but are available to map in your sync.

Field Name
Explanation
Writable

Airtable Record ID

The unique identifier for a record in Airtable.

No

Airtable Created Time

The timestamp of when a record was created in Airtable.

No

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