Export Airtable to Excel
Simplify your reporting by connecting Airtable to Excel using Coupler.io. It does not require technical expertise to collect, transform, and manage data. Create custom reports and schedule their refresh in workbooks without any hassle.
Connect Airtable to Excel with Coupler.io for automated reporting
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What data you can export from Airtable to Excel
How to export data from Airtable to Excel
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How to export Airtable to Excel (detailed guide)
Start by registering your Coupler.io account for free. Since you will be using Excel as a destination for your data, you can also install our add-in from the Microsoft AppSource. With this add-in, you can export Airtable data to Excel and manage the integration right from your workbook.
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.
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. 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.
Step 1: Get a share link to your Airtable view
Create a shared view link for your Airtable view and insert it into the Shared URL field.
To obtain a shared view link of your Airtable view, you need to click the Share and sync button => Create link to view.
For the password-protected views, you’ll need to enter the password in the provided field in Advanced settings.
If you want to consolidate data from multiple Airtable views, you can click Add one more source and configure the source for other views.
Step 2: Organize & transform data
Coupler.io can export Airtable to Excel and simplify working with data. It provides a Transform module to manipulate the data directly within the app’s interface before loading it to the chosen destination. It allows you to:
- 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.
- Add new columns: Create new metrics (columns) using calculation formulas.
Step 3: Load data
Add the Microsoft account you want to use for data loading and connect it to Coupler.io. You will need to sign in to your Microsoft account 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.
Click Run Importer once you're ready. After the successful import, you can check out your exported Airtable data. For this, click the View Results button.
This three-step process to export Airtable to Excel is not complete since you can also automate data refresh.
Connect Airtable to Excel and schedule data refresh
- Interval: Select the desired time interval from every month to every 15 minutes.
- Days of 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.
Export Airtable to Excel and combine it with other data
Or you can combine data from other advertising platforms. For instance, you can load data from Facebook Ads to Excel and blend it with information from Google Ads, LinkedIn Ads, Instagram Ads, and so on.
This way, you can also consolidate data from multiple Airtable views.
Coupler.io offers two distinct data blending methods to suit your analysis needs:
- Union data: This method allows you to combine data from different sources by appending rows from one source to another. For a successful union, ensure that the columns in both sources share identical names.
- Join data: This technique enables you to align data from two sources side by side. This is particularly useful for comparative analysis or multidimensional tracking. A common column in each dataset is necessary to execute this type of merge.
