April 29, 2024

How to Copy a Table from One Airtable Base to Another

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How to Copy a Table from One Airtable Base to Another

Perhaps you're restructuring your databases or you want to merge content from multiple bases. Whatever the reason, copying a table from one Airtable base to another is a handy skill to streamline your workflow. Although Airtable doesn't offer a direct "copy-paste" feature for tables across bases, you can still accomplish the task with a few steps:

Step 1: Prepare the Source Table

Before you begin transferring data, ensure that your source table is fully prepared. This means checking that all records are up-to-date and that you're satisfied with the structure of your fields and views.

Step 2: Create a CSV Export

Navigate to the source base and table you wish to copy. Click on the "three dots" (...) menu in the upper right-hand corner of your table and select the option "Download CSV". This will export the current view of your table to a CSV file, and it will be saved to your computer.

Step 3: Set Up the Destination Base

In your destination Airtable workspace, create a new base or choose an existing one where you want to add the table. If you need to create a new base, you can start with a blank base or use a template that relates to the data you're transferring.

Step 4: Import the CSV File

Once you've set up your destination base, locate the "Import data" option which can usually be found when you add a new table, or when you select "Import data" from the dropdown in the home screen. Choose to import a CSV file and follow the prompts to upload the CSV file you exported from your source table.

Step 5: Configure Your New Table

After the data has been imported into the new base, you have the chance to configure your table. You can rename fields, change field types, and customize views, so they match your preferences or mirror the original source table configurations as needed.

Step 6: Verify and Fine-tune

Once everything is in place, comb through your new table to verify that all the data transferred correctly and that it meets your expectations. Make any necessary adjustments to the field types and views to ensure they function as they did in the original base.

Step 7: Maintain Data Integrity

Double-check linked records, formulas, and rollups if any. Since Airtable won't automatically link records across bases, you'll need to recreate these connections manually if required.

By following these steps, you can efficiently copy a table from one Airtable base to another. Even though it's not a direct process, this method allows you to reorganize, consolidate, or back up your Airtable data with control and precision. Happy organizing!