I’m looking for assistance in creating an automated process that can extract specific entries from my Baserow database and transfer them to an Excel Online spreadsheet via Zapier. I want to only include records that have a checkbox field marked as ‘Yes’.
Essentially, I aim to build a Zap that scans the entire database table and retrieves all rows where the checkbox column indicates ‘Yes’, then inputs those rows into my Excel sheet.
The support team from Zapier suggested that I might have to utilize their Code step feature to make this happen, but I’m not very experienced in programming. Has anyone tackled something like this before or can anyone recommend any helpful tutorials?
I’ve been searching for solutions online but haven’t found anything fitting yet. Any insights or examples would be greatly appreciated!
You likely don’t need to use the Code step at all. Zapier has a built-in filtering function that should work well for your needs. Start with your Baserow trigger and follow it with a Filter step that continues only when your checkbox field is set to ‘Yes’. This way, only the relevant records will be sent to Excel Online. I have used similar configurations with other databases, and I find that the native Filter step is much more dependable than writing custom code. Your filter should look something like ‘Checkbox Field’ equals ‘Yes’ or ‘true’, depending on how Baserow formats its data. It’s a good idea to test a few records to confirm what value is passed when the checkbox is selected. Just remember, this setup processes entries one at a time based on their creation or update, so it won’t facilitate bulk transfers of existing data. For moving historical records, you would need a different method.