Importing data

Import from Airtable or a CSV file.

From Airtable

Moving from Airtable takes a few clicks:

1. On your databases page, click Import from Airtable.
2. Log in to Airtable and pick the bases Airdash may read. Airdash only asks for read access.
3. Choose which of those bases to import, and the project to put them in.

Each base becomes a new database, with its tables, fields, records, attachments and links between records. You can leave the page while it runs; the progress shows when you come back.

How Airtable things come across:

• Fields get the closest Airdash type: text, numbers, dates, checkboxes, selects, urls, emails and attachments stay what they were.
• Links between two tables become relationships, so both tables list each other. A link from a table to itself becomes a link field.
• Formulas, lookups and rollups are copied as their current values.
• A value that doesn't fit its field is left empty, and the import tells you how many there were.

It is a one-time copy: later changes in Airtable don't sync. Airtable's free plan allows 1,000 API calls a month per workspace, and Airdash reads each page of records once, so even a large base uses a small part of that.

From a CSV file

Ask your agent to load a CSV file into a table:

Import this CSV of leads into the leads table: https://example.com/leads.csv

The agent uses import_csv, which loads up to 5,000 rows at a time. Columns are matched to fields by name, and every row is checked before anything is written, so a bad value means nothing is imported and the error says which line. With a unique field and match_on, running the same import again updates rows instead of adding duplicates (see Recurring imports and syncs).