Airtable combines the simplicity of spreadsheets with the power of a database. This guide covers connecting your Airtable workspace and understanding Airtable-specific configuration options.
Adding Airtable as a Connection
Connect Airtable in 3 steps
Go to the Connections Tab
From your BankSync dashboard, click the Connections tab, then click "Add Connection".
Select Airtable
Click on the Airtable option to start the authorization process.
Authorize Airtable Access
Click "Connect Airtable" to authorize BankSync. You'll be redirected to Airtable to select which bases to share and grant permissions.
Airtable Structure
Airtable organizes data in a hierarchy. When creating a feed, you'll select: Base → Table. BankSync will then show the fields available in that table for mapping.
Workspace
Top-level container for all your bases
Base
A database containing related tables
Table
Where your synced records go
Airtable Field Types
Ensure your Airtable table has the appropriate field types:
Date
Use Date field type for transaction dates
Description
Use Single line text or Long text for descriptions
Amount
Use Number or Currency field type for amounts
Category
Use Single select or Multiple select for categories
Field Mapping for Airtable
Type Validation
BankSync validates field type compatibility. Mapping a number field to a text field will show a warning.
Auto-Fill
Click "Auto fill" to automatically match fields by name. "Amount" will match to "Amount" or "Transaction Amount".
Batch Processing
BankSync syncs records in batches of 10 to respect Airtable's API limits and ensure reliable syncing.
Tips for Airtable
Best practices
Create a dedicated base for finances
Keep your financial data organized separately from other projects.
Use Currency field type for amounts
This enables proper formatting and currency symbol display.
Create views for different analyses
Filter by category, group by month, or sort by amount to gain insights.
Use Airtable automations
Set up automations to notify you of large transactions or create monthly summaries.
Next Steps
Once you've added Airtable as a connection, you're ready to create your first feed. See our Creating Your First Feed guide for the complete walkthrough.