Airtable

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Connect Airtable

1. In Finta, create a destination and choose Airtable.
2. Authorize the Airtable account that owns the base.
3. Select the base and the records you want Finta to sync.

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Customize your base

• Rename any table or field, including the ones Finta writes to.
• Add your own fields, views, formulas, and automations. Finta only writes to the fields it maps and leaves the rest alone.

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Changes that affect syncing

• Deleting a table Finta writes to. Finta does not recreate it, and that table stops syncing while your other tables keep updating. To fix it, point Finta at another table (see below).
• Deleting a field Finta writes to. If Finta needs that field, the sync fails until you map another field in Finta. Otherwise Finta stops writing to it.
• Changing a mapped field’s type. If Finta can’t write to the new type, the sync fails until you change it back.
• Changing linked record fields. Fields that link Finta tables together, like a transaction’s account, must keep linking to the table Finta uses. Pointing them at a different table makes the sync fail.
• Adding to Finta’s records. When your bank removes a transaction, for example a pending charge that is cancelled, Finta deletes the whole record, including anything you added to it. A pending transaction that posts is updated in the same record.

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Move Finta data to a different table

1. Open the destination in your Finta dashboard.
2. Under Synced Tables, click the table you want to move.
3. In Table Name, pick the Airtable table. Click Refresh Tables if a table you just added isn’t listed, or choose Create from Template to have Finta add a new table with the right fields.
4. Check the field mapping and click Save.