Next, select Comma-separated-values (.csv) from the list of Download options presented. To get the data from Google Sheets, click on the File menu option at the top-right corner of the page. Export a spreadsheet from Google Sheetsīefore the import begins, we need to first export the data from Google Sheets. Rather we’ll take you through how to import data from Google Sheets into an existing Airtable base. ![]() However, this article does not focus on that. When you first start with Airtable, you are presented with options to import an entire Google Sheets file as a new base. It is easy to get started with Airtable by using existing data from Google Sheet, CSV file or Excel Workbook. If you’re new to Airtable, Airtable is a spreadsheet-database hybrid with the features of a database but applied to a spreadsheet. ![]() Still on the new screen, add a button block and associate the “Share CSV” action with one of the buttons.Almost everyone is on the Airtable train. Configure the choices as chips and allow selecting multiple. On the new screen where the user will select contacts with whom to share the generated CSV, include a choice component that will be sourced from a contacts table and write to the “Share CSV - Emails” column in the “Generate CSV” table. These components can be collections or buttons. ![]() On the page, add components to which you will associate the generate, download, share, and delete actions created previously. Select the Set column values action and clear the value of the “Generate CSV URL” column.Ĭreate a page with “Generate CSV” as the data source. If you'd like to also set up the ability to delete the CSV file:Ĭreate an action called “Delete CSV” and associate this action to the “Generate CSV” table as its data source. Optionally, add Show notification and Go back actions to enhance the user experience. Select the Send email action and configure the To, Subject, and Body fields. Select “Generate CSV” as the screen source since this table includes the URL of the CSV file we want to send and a comma-separated list of the email addresses to share with. Select the Open link action and configure the action to open the “Generate CSV URL”.Ĭreate an action called “Show New Screen to Share CSV”. Optionally, add a Show notification action. Products) and indicate “Generate CSV URL” as the field where to save the generated URL. In the configuration, select the data you want to export (eg. In the Action Editor, create a Generate CSV action.Īssociate this action with the “Generate CSV” table as its data source. Consider a waiting action of a few seconds in between to allow the file to be generated. You can combine the “Generate CSV” and “Download CSV” actions into one single custom actions workflow in the Actions Editor. ![]() First: the Data EditorĬreate a new table called “Generate CSV.”Ĭreate a basic URL column called “Generate CSV URL” and a basic text column called “Share CSV - Emails”. We can then allow the user to generate a CSV file of the collection, download the file, share it, and delete it. In this example, we will set up a screen with a collection of items on it. Share the CSV file with yourself or your colleagues To set up a workflow with the Generate CSV integration, you’ll likely want to include the following steps: Real Estate Listings: Share property details with potential clients.Īsset Tracking: Share the location and status of company assets with the operations team.Įvent Registrations: Export event attendee data for event management.įleet Management: Export vehicle usage and maintenance data for the logistics team.Įquipment Maintenance: Share equipment maintenance logs with the operations team.Įxample: Generate, download, share, and delete a CSV file Warehouse Management: Export data on stock levels for supply chain management.ĭata Backups: Generate data backups and send to IT for storage. Health and Safety Audits: Share field inspection results for compliance. Logistics: Share shipping and delivery details with the logistics team. Here are just a few examples of what you could do:Įxpense Reporting: Export spending reports and upload to any expense management platform that accepts. Although the app can allow direct access to the data through its interface, use the Generate CSV feature if your colleagues would rather receive the raw data as a CSV file in order to further process it.īusiness use cases might include sales, marketing, operations, HR, logistics, fieldwork, and much more. You can generate a CSV file from within your app and share it with colleagues.
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