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How to set up Airtable integration with Excel
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Select your data source and destination (5 seconds)
Select Airtable as a data source and Microsoft Excel as a destination to export your data.
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Connect Airtable and Excel (50 seconds)
Provide an Airtable view link and specify the data destination in Excel.
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Preview, transform, & filter your data (50 seconds)
Create a new worksheet, add the data to an existing worksheet, or specify a range of cells. Preview the result or make the necessary changes without leaving Coupler.io.
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Set a schedule for data refreshes (10 seconds)
Keep your data up to date. Coupler.io allows you to refresh all the data required at specified intervals automatically (up to every 15 minutes).
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How to export Airtable to Excel (detailed guide)
If you need to export Airtable to Excel, we have prepared a comprehensive step-by-step guide to help you achieve this task. Coupler.io is the quickest, easiest, and most efficient way to transfer your Airtable data to Excel. In addition, it allows you to connect your Airtable directly to Looker Studio if you want to create a report or dashboard based on your data.
The connection process is rather fast and won’t take more than a couple of minutes. Moreover, you won’t have to connect your Airtable account to Coupler.io like it’s done for other integrations. Let's dive into the detailed instructions.
After you sign in to Coupler.io, you will need to add a new importer. In Coupler.io, importers are integrations between a source app and a destination app. So, for your importer, you’ll need to select Airtable as a source app and Excel as a destination app.
If you want to change the destination during the setup, you can do this in the third step. The alternative destinations are Google Sheets, Google BigQuery, and Looker Studio.
Bear in mind that each importer allows you to export a single view from Airtable. Therefore, if your Airtable database consists of several views, you will need to create separate importers for each view to export from Airtable to Excel. You can duplicate importers and tune them per each Airtable view to optimize the process.
At the same time, you can add multiple sources within one importer. In this case, all the added Airtable views will be combined into one master view in the destination Excel workbook.
If you want to consolidate data from multiple Airtable views, you can click Add one more source and configure the source for other views.
- Preview data: Check if the data you need to extract loads correctly before exporting.
- Manage columns: Hide unwanted columns, rename and reorder columns, change column data types, and add calculable ones using the supported calculation formula.
- Filter data: Apply various filters to extract only the required data based on specific criteria. Select the column containing the filtering criterion (e.g., status) and specify the desired value.
- Sign in to your Microsoft account.
- Review and allow the access rights you are granting to Coupler.io.
Next, choose the Excel workbook and worksheet where the Airtable data will be loaded. You can select the existing sheet, or you can create a new one. For this, type in a new name, and Coupler.io will create a new worksheet in the selected Excel workbook.
In the optional fields, you can:
- Specify the first cell where you export Airtable data to Excel.
- Change the import mode from replace to append. In the replace mode, all previously imported data will be replaced with the latest information from your Airtable view. In the append mode, the latest information will be placed below the previously imported entries.
- Add a column specifying the date and time of the last data refresh.
- Choose whether you want to update data each run if nothing has changed in the source.
- Interval: Select the desired time interval from every month to every 15 minutes.
- Days of the week: Choose the days on which the export should occur.
- Time preferences: Set the preferred time for the export.
- Time zone: Specify the time zone for accurate scheduling.
Coupler.io will also demonstrate the statistics of each of your importers. You will learn how many runs were carried out, how many rows were exported, and when the last run took place.
With Coupler.io, your Airtable view data will be automatically transferred to Excel according to your defined schedule. Depending on your requirements, the imported data can either overwrite the existing data or be appended to the end of the spreadsheet. Coupler.io supports the export from Airtable to Excel from password-protected views and encrypts all integration settings to ensure the safety and security of your information. Let Coupler.io handle the automation of your reporting process so that you can focus on achieving your desired results.
What data to export from Airtable to Excel
To export specific Airtable columns into Excel, create a separate shareable view. Collect data from multiple Airtable views in one Excel workbook to navigate efficiently and index your data.
Keep archived project details in Excel to store large amounts of data and have the capability to share it without limitations.
Put together data from user and competitor research, sales CRM, task manager, or employees database to calculate and monitor advanced business metrics. Explore the efficiency of your projects by comparing current and previous trends.
Create the perfect data pipeline with an Airtable to Excel integration that supports numerous advanced data organization scenarios.
Why connect Airtable to Excel?
Merge data from multiple sources into one workbook
Combine data from several databases managed in different applications — import Airtable data into Excel sheets and aggregate it with information from HubSpot, Pipedrive, Quickbooks, or Xero. Quickly format and structure your data, remove duplicates, and connect entities using robust Excel formulas. Assemble your sales, operational, and financial data to get the complete picture of your business activity.
Collaborate on your reports with other teams
Set up an automated Airtable to Excel integration to refresh data on your custom schedule and instantly provide your colleagues with up-to-date information. Create aggregated reports in Excel and share them with different company departments that don’t use Airtable. Visualize your project dependencies with the help of immersive dashboards that you can build in Excel or more powerful tools, such as Microsoft Power BI or Tableau.
Create advanced calculations and predictions
Employ Excel’s advanced analytics capabilities to examine any data type you manage in Airtable, be it interactive product management dashboards or complicated expense tracking. Find correlations between your sales and marketing actions. Analyze your products and stock data to build demand predictions. Get access to pivot analysis tools by linking Airtable to Excel and find patterns or create consolidated financial statements.
See what our customers say
"Coupler.io automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.
"The integrations are easy to set up and automate, my colleagues think I'm a genius, but it's really Coupler.io that is doing the heavy lifting.
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Looking to import data from Shopify, Clockify, Jira, or any other app? Not a problem. Use Coupler.io to link a data source to Excel to automate workflows and leverage the power of spreadsheets across all your projects!