Export Airtable to Excel

Are you looking to streamline your workflow by exporting data from Airtable into Excel? This comprehensive guide will walk you through the process using CSV Getter, a powerful tool for managing your data exports. By following these detailed steps, you can easily transfer your Airtable data and keep it updated in Excel.

Step 1: Access CSV Getter

Begin by navigating to the CSV Getter homepage. This is where you'll start your journey to export your Airtable data.

Step 2: Connect to Airtable

1. Click on the "Data" Tab: On the homepage, locate and click on the Data tab. This area allows you to manage your connections and data sources.

2. Under Airtable, Click Connect: In this section, find the Airtable option and click on Connect to initiate the connection process to your Airtable account.

3. Add a Base: A new Airtable window will open. Click on Add a base to set up access for your data.

4. Choose Access Permissions: Decide on the bases that CSV Getter can access. In this example, we’ve chosen to allow access to all bases for simplicity.

5. Grant Access: Click on Grant access to finalize the connection between CSV Getter and your Airtable account.

Step 3: Create Your Export

1. Go to the Home Page: Return to the CSV Getter home screen to start the export process.

2. Select "Create Export": Locate and click on Create Export to initiate the export setup.

3. Choose Data Source: Click on Select Data Source and then choose Airtable from the options available.

4. Select Base, Table, and View: From the dropdown menus, select the base, table, and view that you want to export data from.

5. Name Your Export: Provide a descriptive name for your export to easily identify it later.

6. Submit Your Export: Once you’ve named your export, click on Submit to process the request.

7: Review: On the Sample screen, you can review your data. Here, you can remove unnecessary fields and adjust the column order to suit your preferences.

8. Instant Export Option: If you're ready to export immediately, simply press Export Now for a quick CSV download of your data.

9. Copy Export URL: To sync your Airtable data with Excel, click the clipboard icon to copy the Export URL, which will be crucial for the next steps.

Step 4: Import Data into Excel

Now that you have your Export URL ready, it's time to use it in Excel.

1. Open Excel and Go to Data Tab: In Excel (Windows), navigate to the Data tab to initiate the import.

2. Select "From Web": Click on the From Web option to start the process of importing your data.

3. Paste the Export URL: In the prompt that appears, paste your copied Export URL and click OK to proceed.

4. Review and Load Data: Review the imported data, and click Load to finalise the import.

Step 5: Keep Data Updated

1. Utilise Queries & Connections Pane: With your data loaded, you can keep it updated directly from Excel without needing to leave the application.

2. Refreshing the Data: At any point, you can refresh the data by clicking Refresh since it's linked to the URL.

3. Schedule Data Refresh: For automated updates, click Properties and select the option to Refresh every necessary to set a refresh interval.

Step 6 (Optional): Add extra security

1. Set Up Authentication: If your export requires authentication, check the Auth section within the CSV Getter Sample screen. Enable Auth by checking the appropriate box and enter your Auth header.

2. Save Auth Header: Click on Save Auth Header to store your authentication details for future access.

3. Advanced Data Import Setup: If using authenticated URLs, use the Advanced import option in Excel. Paste your URL and add an Authorization request header according to your setup (format: `Bearer your_set_token`).

7. Confirm and Finish: Press OK to complete the setup. Now, your Airtable data is directly linked to Excel!

Conclusion

Exporting Airtable data to Excel is a straightforward process when using CSV Getter. By following this guide, you can effortlessly manage and analyse your Airtable data within Excel, ensuring it is always up-to-date and easily accessible. Whether you need instant exports or scheduled updates, CSV Getter provides you with the tools you need to optimize your data management workflow, and have your data backed up locally. Happy exporting!