Seamlessly export Airtable to Excel

Import your data from Airtable views to Excel on a set schedule with no coding required

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Connect Airtable to Excel using Coupler.io

Experience a seamless Airtable to Excel integration that you can set up with ease regardless of your technical expertise. Simplify your reporting and data analysis processes using Coupler.io. Effortlessly collect, transform, and manage data from Airtable before loading it into your Excel workbook. Customize the frequency of automatic data refresh to your preference, ranging from monthly updates to as frequent as every 15 minutes!


Benefit from an all-in-one solution that empowers data-driven decision-making and propels your business forward. Leverage the comprehensive service to enhance your data analytics and streamline workflow automation. Create tailor-made reporting dashboards to monitor key metrics and gain a comprehensive overview of your business performance.


Connect Airtable to Excel
Connect Airtable to Excel using Coupler.io

How to set up Airtable integration with Excel

  1. Select your data source and destination image
    Select your data source and destination (5 seconds)

    Select Airtable as a data source and Microsoft Excel as a destination to export your data.

  2. Connect HubSpot and BigQuery
    Connect Airtable and Excel (50 seconds)

    Provide an Airtable view link and specify the data destination in Excel.

  3. Preview, transform, & filter your data image
    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.

  4. Set a schedule for data refresh image
    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).

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.

Prerequisites
Start by registering your Coupler.io account. 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.
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.
Select Airtable to connect with Microsoft Excel
Step 1: Extract data from Airtable
Create a shared view link for your Airtable view and insert it into the Shared URL field. 
Extract data from Airtable
To obtain a shared view link of your Airtable view, you need to click the Share and sync button => Create link to view.
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. Transform data from Airtable before loading it into Excel
Coupler.io can not only export Airtable to Excel but also simplify working with tables and data. It provides a Transform module to manipulate the data directly within the app’s interface before loading it to the chosen destination. You can:
  • 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.
Transform data from Airtable before loading it to Excel
Step 3. Manage data to load to Excel
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.
  • 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. 
Manage Airtable data to load to Excel
Automatic data refresh is the last parameter in the Manage data step. It’s switched off by default meaning that your Airtable data won’t be automatically refreshed in the chosen Excel workbook. If you want to automate export Airtable to Excel to have the data always up to date, toggle on Automatic data refresh and configure the desired schedule.

  • 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.
Automate Airtable to Excel data export
You can enable the Automatic data refresh right now or do this later at any time. Click Save and Run to export Airtable to Excel and kick off the automatic data refresh. After a successful import, you can view your spreadsheet with the exported Airtable data by clicking View Results.

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.
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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.

You ask, we answer!
Yes, you can sign up for a 14-day free trial to test how Coupler.io works. In addition to the export of Airtable to Excel, you can check out other supported sources and destinations, as well as the features available. Learn more about the different pricing options.
“Tasks” is a separate data entity in Coupler.io, and, as the name would suggest, you can use it to export Asana tasks to Excel. Once the import is finished, you’ll see the list of tasks from your workspace, their status, due dates, notes, assignees, and much more.
By default, all existing tasks are fetched with this import. You can, however, choose to fetch only tasks created after a particular date.
This field also supports macros, meaning that you can set to fetch, for example, only tasks created within seven days prior to each importer run.
Use Coupler.io to automate the transfer of your data from Airtable to Excel. This will only take a couple of minutes. First, you’ll need to create an importer in your Coupler.io account. Then, toggle the Automatic data refresh on and set your preferred schedule for the updates. You can also turn on automatic refresh for an existing importer. Just go to My importers, press See details for the importer you need, and turn the feature on in the Schedule section.
Yes. Coupler.io allows you to export data from Airtable to your Excel file automatically. Your data will be regularly refreshed according to the schedule you set. You can choose intervals for data updates varying from once per month to every 15 minutes. You can also specify the days of the week and the time when you’d want your data to be refreshed.
You don’t need any coding or other tech skills to set an Airtable - Excel integration. Coupler.io has an intuitive interface and allows business users to export data quickly and easily.
Yes. Besides linking Airtable and Excel, Coupler.io can be used to set many other integrations. It allows you to fetch your data from multiple sources, such as HubSpot, Pipedrive, Trello, and Jira to Excel, Google Sheets, BigQuery, or Looker Studio. Check the full list of all integrations for Excel.

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