Hey everyone! I’m new to Airtable and could use some help. I’ve got two tasks I need to tackle this week:
Get a Google Sheet into Airtable. My boss mentioned using a CSV file. Is that the best way?
Bring in another CSV file and match up the info with the Google Sheet data. There’s some info that’s the same in both.
I’m totally lost here. Can anyone walk me through this step-by-step? I’d really appreciate any advice, even if you think it’s super basic. Thanks a bunch!
I’ve been in your shoes before, and I can tell you that Airtable makes this process quite straightforward. For your first task, importing a Google Sheet into Airtable, you have a couple of options. While using a CSV file works, I find it easier to use Airtable’s direct Google Sheets integration. Just go to ‘Add data’ in your base, select ‘Import from Google Drive,’ and choose your sheet.
As for merging the CSV file with your Google Sheet data, you’ll want to use Airtable’s ‘Import data’ feature again. After importing, you can create a lookup field to match the common information between the two datasets. This allows you to link the records and combine the data effectively.
Remember, the key is to identify a common field between your datasets to serve as the matching criteria. Take your time with this step to ensure accurate data merging.
hey sky24, no worries! i’ve done this before. for the google sheet, just use airtable’s google drive import - way easier than csv. for merging, import the csv file separately. then create a lookup field to match common data. play around with it, you’ll get it! lemme know if u need more help 
As someone who’s worked extensively with Airtable, I can assure you that merging data from multiple sources is entirely doable. For your Google Sheet, I’d actually recommend using Airtable’s direct integration rather than going the CSV route. It’s much smoother and maintains formatting better.
For your second task, importing the CSV and matching it with the Google Sheet data, you’ll want to use Airtable’s ‘Import data’ feature. The key here is identifying a common field between your datasets - this could be a unique ID, name, or any other identifier that’s present in both.
Once you’ve imported both sets, create a ‘Link to another record’ field in one table, pointing to the other. Then use the ‘Find matching records’ option to automatically link the data based on your common field. This approach has saved me countless hours of manual matching.
Don’t hesitate to experiment with different field types and views to get the most out of your merged data. Airtable’s flexibility is its strength, so explore and see what works best for your specific needs.