8/27/2021»»Friday

Airtable Google Sheets

8/27/2021
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What is Airtable?

At first glance, Airtable is a spreadsheet. Is it another version of Microsoft Excel? Or Google Sheets? No. Airtable is an excellent alternative to those big-company spreadsheet apps. Because it does way more.

On top of that, it’s actually beautiful to look at and fun to use.

The company hails from San Francisco. The CEO, Howie Liu, came from Salesforce as a product manager. “Straightforward like a spreadsheet” is how Liu and his team describe their platform. But with the power of a database.

What is the difference?

Spreadsheets vs. databases

Save time and money to set up your third party application without code and backend like google sheet, airtable, google analytics, twitter, instagram, goodreads, calendly, xml, rss to JSON, Slack. See what developers are saying about how they use Google Sheets. Check out popular companies that use Google Sheets and some tools that integrate with Google Sheets. We can now enter all our values into API Connector and import Airtable data into Google Sheets. Open up Google Sheets and click Add-ons API Connector Open. In the Create tab, enter the Request URL we just created Under Headers, enter Authorization as your Key, and Bearer YOURAPIKEY as the value.

Spreadsheets aim to be simple. They store data points in cells down columns and across rows. They make for easy sorting and searching. Spreadsheets are good for organizing lists of things in categories and subcategories.

Pory is a no-code platform for creating websites and web apps using no-code tools like Notion, Google Sheets and Airtable as a CMS. We help non-technical founders build and launch products in just. Airtable is a popular spreadsheet software and cloud collaboration tool. In this tutorial, I’ll show you how to connect the Airtable REST API to Google Sheets in 5 steps: Install the Apipheny Add-on Generate an Airtable API Key.

Databases are more powerful. You might think of them as 3D spreadsheets. This means that one spreadsheet can serve as a table in a larger database. This is what “relational database” means. You can relate a lot more data and organize it in many more ways than a simple spreadsheet. These relations between data and tables offer insights too deep for spreadsheets to handle.

Best of both worlds

Airtable takes the best of both worlds. It’s as easy and intuitive as a spreadsheet, but as powerful as a database. And it does not stop there.

Airtable is a flexible platform that serves many business needs. It can be CRM, a project management tool, or a collaboration tool for startups and small businesses.

How to use Airtable

The basics of data and records

The basics of Airtable are pretty straightforward. You approach it like a spreadsheet to begin. To add data records, you import them from CSV or XML files. You can also connect, copy, or de-duplicate records with a simple click of the mouse.

You can also add dynamic fields. These include checkboxes and drop-down menus. If you need to insert big chunks of text, Airtable makes sure the cells stay neat. You can drag and drop file attachments, which will then display a thumbnail. It also allows for links to both the web and to other Airtable records. Even barcodes can get in there.

Collaboration

As for collaboration, Airtable is very handy. Many people can work together on an Airtable project. It’s all in the cloud, so anyone can access it any time from any device.

And if someone adds a new record or edits any data, everyone else on the team can get a real-time update.

Airtable Features

Airtable's features begin with the combined power of simple spreadsheets and insightful databases. But it does so much more. It's a great solution for many business needs.

Multiple views

With Airtable, you are not limited to the basic spreadsheet format. Airtable gives you options, and each has its advantages.

The grid view is closest to a basic spreadsheet. But with Airtable, it is not one big expanse of rows and columns. You can group sections of the table based on certain factors. So if you use it for task management, you can see all your tasks in groups. For example, you can group them by deadline, or by priority, or by who on a team is doing the task.

From there, you can switch to calendar view. This takes all the records from the grid and plots them on a calendar based on any date information in the record.

A kanban view works like a whiteboard with columns relating to stages. Each task starts in a column and progresses to the next. For example, your kanban columns can be:

Assigned task > In progress > Checked > Complete

Finally, there is a gallery view. This is great when dealing with visual records. For example, if you use Airtable to organize a product list or menu items. You can then further sort and filter by keywords.

Blocks

Blocks are the name Airtable gives to workflow processes. These are a series of steps that progress from one to the next based on event triggers. It sort of works like a flowchart.

For example, when you are planning a marketing campaign. You might say the first step is to design an email campaign, then mail it out. When someone responds to the email, the next step might notify a salesperson, so they can do a follow-up.

With Airtable Blocks, you create and save the workflows with visual editors. For example, a Gannt chart. There are many other apps and tools you can use here. These include maps, bar lines and scatter charts, time trackers, and countdowns.

CRM

Airtable doesn’t advertise itself outright as a CRM. But there are CRM templates. With these, you can turn Airtable into a great CRM tool. It works well for sharing data among teams.

Airtable offers CRM templates for a variety of departments or purposes. There is CRM for sales, CRM for PR, Dealflow CRM, and even personal CRM.

You import your contact and customer list into Airtable with their import tools. Then you can link contacts in one Airtable record to deals or projects in others. Storing files and documents in the contact database is also user friendly.

Mobile

Airtable offers a mobile app for both Android and iOS. It’s a native mobile app, so it looks great on a small screen and is easy to use. FM 21 Borussia Dortmund Team & Tactics Guide | Football ....

You can do almost anything on the mobile app that you can do using desktop. And of course, any updates you or your team make using the mobile app gets synced to the cloud. This makes sure everyone remains on the same page in real-time.

Best Airtable examples

Airtable Vs Google Sheets

There are countless amazing use-cases for Airtable. Their template library is a great place to get ideas of its many uses. Here are just some examples.

There’s a sales pipeline Airtable template. You can sort by individual deal, or group them by sales rep. It comes with fields for priority, stage, forecast value, and expected completion date.

A project tracking template is like the sales pipeline one. It also allows you to add images and documents. With it, you get a task management tool. It’s also helpful to assign project tasks among the team and keep track of who is doing what.

Event planning templates are good for both professional and personal use. It can include features to manage payments to outsourced third parties. You can also use geolocations. These manage where events take place and help plan transportation.

The uses cases of Airtable for creative people are many. It’s a great personal tool for plotting out a novel or researching a nonfiction work of writing. There are even film production templates. These help coordinate larger crews of people, each with different tasks and schedules.

One thing to note on the art world and Airtable is this: Artsy, the global art catalog and marketplace, uses Airtable. Their database needs are huge and heavily visual. A perfect job for Airtable.

What is the difference between Airtable and Excel?

Excel is a traditional spreadsheet. You can only limit data connections and formulas within single tables.

Airtable lets you do that. But it also gives you database functions. You can link data between tables. There are also many more formula possibilities.

A big difference between Excel and Airtable is the selection of views. Excel has no calendars or kanbans.

Airtable can be a CRM. This means you get some standard CRM tools like notifications and workflow processes. Excel would be a poor substitute here.

Another notable difference is this. Every Airtable file you create provides its own Airtable API. This is for developers to create plugins and other add-ons. You can’t do this with Excel. There also aren’t any integrations for Excel. As for Airtable’s integrations, read on.

Integrations

Using Zapier, Workato, Integromat, or Automate.io, you can connect Airtable to any SaaS you need. Your data is shareable across platforms and always kept in real-time sync.

You can connect any email you use, or use the dedicated Gmail connection and other Google G Suite apps.

For social media, you get Twitter, Facebook, Instagram, Tumblr, and LinkedIn.

Other productivity apps include Asana and Trello, which do project management.

There is Slack for group communication. MailChimp for email lists, Stripe for payments, and Zendesk for customer support.

Airtable urges its users to make new app integration suggestions. They’ll even notify you when your suggestions become available.

Pricing

Airtable offers a free plan. You can make as many new Airtable Bases as you want. Airtable Base is their word for files. But you don’t get Airtable Blocks with the free plan. Your revision history is also limited to two weeks.

The next two paid plans go for $10 and $20 per user per month billed annually. Only the $20 plan gets you Airtable Blocks.

Finally, there is an Enterprise plan. For prices, contact Airtable.com.

Airtable does not have a free trial.

Conclusion

Everyone and every business needs to make the occasional list. Lists become spreadsheets and those may turn into databases.

With Airtable, you’re getting the utmost power of database organization. On top of that, you can plan your schedule, manage your CRM needs, coordinate with your team, and track projects and deals. And you get to do it all on a cool-looking interface that’s simple and intuitive to use.

Finally, once you explore Airtable’s templates and use-cases, you may discover new areas of your personal life or business which are ripe for some neat Airtable overhauls.

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What is Airtable

1. Easy answer: Airtable is a database-spreadsheet hybrid. It combines the features of a database with the convenience of a spreadsheet interface.

2. Technical answer: Airtable is a lightweight cloud-based relational database with a spreadsheet interface.

3. Pros and Cons:

  • Pros: It’s one of the most convenient ways to store your data as an early startup or when starting any project. Everyone knows how to use a spreadsheet, right?
  • Cons: It’s weak to explore your data and build dashboards.

Airtable Google Sheets

Airtable integrations

Airtable is super convenient to store data but you’ll realize that it’s weak to explore it and build dashboards. Airtable is not as powerful as a spreadsheet. You need something else to transform your data. You might want to look for Airtable integrations to export Airtable to Google Sheets.

Export Airtable to Google Sheets

Airtable is an awesome database tool. And I bet you also find it easy-to-use and convenient. Who doesn’t love Airtable? But there's one feature missing in Airtable. It's to be able to explore your data. Spreadsheets are awesome to explore data. You have filters, pivot tables, query function, visualization tools, etc.


To transform your Airtable data, you want to export it to Google Sheets. There, you'll be able to work some spreadsheet magic on your data. It's also great to backup your Airtable data.


Here, I present the 3 best tools to export data from Airtable to your spreadsheet. I detail how Zapier, Airtable importer and Actiondesk work.

Zapier

Zapier allows you to push new Airtable data to Google Sheets with one zap. Then, they're 3 possibilities to consider:

1. You're starting to build up your records

That's gonna be an easy one! You can sync Airtable and Google Sheets together. You will reflect any change you make in Google Sheets back into Airtable. It's greatwhen you start storing your data in Airtable from scratch. As you build up your records in Airtable, you replicate these new records into Google Sheets.

2. You already have an Airtable account filled with data

Damn. You cannot push existing data to Google Sheets. I actually found the presentation in Zapier a bit misleading. “Popular Ways to Connect Airtable and Google Sheets” they say. Well, it doesn't mean you can copy your whole database. In reality, you can only export new records:

3. You use linked record fields in Airtable

One tricky part about working with Zapier is Airtable’s linked record fields.

Let's say your a music producer. You have a table listing your artists. And you have another table listing the albums you produced:

We see here that Tyler Swift released the albums Reputability, 1998 and Blue. And Boardi C released Intrusion of Solitude.

All these albums are linked record fields in Airtable. The problem is it doesn't translate into Google Sheets. It converts into a string of numbers, an array that you can’t do anything with. There’s nothing you can do in Google Sheets with the data because of this array. Have a look:


So:

1. if you are NOT working with:

- linked record fields

- or multiples results for one Unique Identifier

2. AND you are also just starting to use Airtable

👉 THEN this is the tool for you as it is very easy to set up.

Airtable Importer

Airtable Importer is a Google Sheets add-on which makes it super easy to set up. You can dump current tables into Google Sheets. You can re-import your data back into Google Sheets too.

Beware that, if you add a new row or edit something, it won’t sync live to your Google Sheets. You’ll need to reimport the whole table.

This is a great tool for seeing your data in a spreadsheet format. But, since you can't unnest it, there’s not a whole lot of transformation you can do with your data. Check out how it looks like in a spreadsheet:


Actiondesk

Google Slides

Actiondesk is a slightly different option because it’s not a connector to Google Sheets. It's actually a spreadsheet software on its own. Yes, a full fledged spreadsheet software. That is natively connected to Airtable. Meaning no more CSV copy-pasting. You connect your Airtable account once. The data gets imported directly in your spreadsheet.

That’s it. You can dig in the data to help you get your head into the numbers and build dashboards. And then, whatever you built is automatically refreshed 😎.

Let me underline the main difference. The usual way, you'd have (1) an Airtable account, (2) a spreadsheet and (3) a connector to link them both.

The new way, you have: (1) your Airtable account and (2) your Actiondesk spreadsheet. That’s all. And that's because the integration is an integral part of Actiondesk. Good news: you've created your dashboard once and for all! It now updated itself automatically by retrieving data from Airtable.

Airtable Google Sheets Download

Want to request access to Actiondesk? Go to: https://www.actiondesk.io/request-access-to-actiondesk. You have a 14-days free trial and then, if you like the product, it costs $20/month.

Google Docs

Connect Airtable To Google Sheets

Conclusion

Google Drive

Use Airtable Importer if you want to move your data into Google Sheets and don’t want to do transformations on it. For more advanced analyses, I would use Actiondesk (but of course I might be a bit biased.) I hope you found these tools reviews helpful to save you time analyzing your Airtable data. If so, please share this article, it could help someone else!