Airtable Integration
Setting up Airtable#
OAuth 2.0~10 min setup
Import records from Airtable bases into your CRM with an intelligent field mapping wizard. Supports linked records, attachment fields, formula fields, and continuous sync. Type coercion handles mismatches automatically — a text field containing a number casts to the target type.
Supported Features
| Feature | Details | Status |
|---|---|---|
| Base & table import | Select any base and table to import records from | Supported |
| Field mapping wizard | Auto-mapper suggests matches by column name — override manually if needed | Supported |
| Type coercion | Automatic type casting when field types don't match exactly | Supported |
| Linked records | Linked record fields resolved to display values or imported as relationship fields | Supported |
| Attachment fields | Airtable attachment fields imported as file references | Supported |
| Formula fields | Computed formula values imported as static values | Supported |
| Continuous sync | One-way or bidirectional sync on a configurable interval | Supported |
| View filtering | Sync only records visible in a selected Airtable view | Supported |
Before you begin
- ✓Airtable account (free or paid)
- ✓At least one base with data to import
- ✓Admin role in Coeffection
Getting Your Credentials
You can connect via OAuth (recommended) or by using a Personal Access Token:
- 1Go to airtable.com/create/tokens (or Account → Developer Hub → Personal Access Tokens).
- 2Click "Create new token". Name it "Coeffection CRM".
- 3Add scopes: data.records:read, data.records:write, schema.bases:read.
- 4Under Access, add the specific bases you want to sync (or select All Workspaces).
- 5Click Create Token and copy the token value.
Connecting in Coeffection
- 1Go to Admin → Lead Sources → New → Select Airtable.
- 2Connect via OAuth or paste your Personal Access Token.
- 3Select the base you want to import from — Coeffection lists all bases your token can access.
- 4Choose the table within that base.
- 5Optionally select a specific view to filter which records sync (only records visible in the view are imported).
- 6Use the field mapping wizard to match Airtable columns to CRM entity fields.
- 7Set the sync direction: one-way (Airtable → CRM) or bidirectional.
- 8Set sync frequency and enable the connection.
Admin → Lead Sources → Airtable — Field Mapping Wizard
Base: Sales PipelineTable: Leads
Column Mapping
Nametext → text
→Full NameAuto
Emailemail → email
→EmailAuto
Companytext → text
→Company NameAuto
Revenuecurrency → number
→Annual RevenueManual
Statusselect → enum
→Pipeline StageManual
Troubleshooting
No bases appearing after connecting▾
If using a Personal Access Token, verify the token has the schema.bases:read scope and that the specific base is granted access under the token's Access settings. OAuth connections have access to all bases you own.
Type coercion errors on import▾
Some type conversions aren't supported (e.g. attachment → number). Check the field mapping wizard for type warnings. You can skip problematic fields or change the target field type in the CRM entity type settings.
Linked records showing IDs instead of names▾
By default, linked records resolve to their display value (primary field). If you're seeing raw record IDs, check the field mapping and select 'Resolve to display value' for the linked record column.
ℹ
Use Airtable views to filter which records sync to your CRM — only records visible in the selected view will be imported. This is the easiest way to exclude archived or draft records without changing your base structure.