How to Create Records in Airtable from MS Excel Using Pabbly Connect

Learn how to create records in Airtable from Microsoft Excel using Pabbly Connect. This tutorial covers the exact steps to automate your workflow seamlessly. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Microsoft Excel with Airtable, the first step is to access Pabbly Connect. You can do this by typing ‘Pabbly.com/connect’ in your browser. This will take you to the landing page of the platform.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, signing up is quick and provides you with 100 free tasks. After signing in, navigate to the dashboard to begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will find a tab labeled ‘Create Workflow’. Click on this to initiate the process. A dialog box will prompt you to name your workflow; for this integration, you might name it ‘MS Excel to Airtable Integration’. After naming, click on ‘Create’ to proceed. using Pabbly Connect

• Click on ‘Create Workflow’ in the dashboard.
• Name the workflow appropriately, such as ‘MS Excel to Airtable Integration’.
• Click ‘Create’ to set up the workflow.

After creating the workflow, you will see options for setting up a trigger and an action. The trigger will be Microsoft Excel, and the action will be Airtable. This setup will allow you to automate the process of transferring data from Excel to Airtable.

3. Setting Up Microsoft Excel as Trigger

Now that you have created your workflow, the next step is to set Microsoft Excel as the trigger application. Click on the trigger application option and select Microsoft Excel from the list. using Pabbly Connect

For the trigger event, choose ‘New Row Added’. This means that the workflow will activate every time a new row is added to your Excel sheet. Click on ‘Connect’ to establish a connection between Pabbly Connect and your Microsoft Excel account.

• Select Microsoft Excel as the trigger application.
• Choose ‘New Row Added’ as the trigger event.
• Click ‘Connect’ to link your Excel account.

After clicking on ‘Connect’, you will be prompted to log into your Microsoft account. Grant the necessary permissions to allow Pabbly Connect to access your Excel data. Once connected, select the workbook and worksheet where your data is stored.

4. Setting Up Airtable as Action Application

With Microsoft Excel set as the trigger, the next step is to configure Airtable as the action application. Click on the action application option and select Airtable. Then, choose ‘Create Record’ as the action event. using Pabbly Connect

Pabbly Connect will prompt you to connect to your Airtable account. For this, you will need your Airtable API key, which can be found in your Airtable account settings. Copy the API key and paste it into Pabbly Connect to establish the connection.

Select Airtable as the action application. Choose ‘Create Record’ as the action event. Paste your Airtable API key to connect.

After establishing the connection, you will need to select the base and the table where you want to create the records. Map the fields from your Excel data to the corresponding fields in Airtable to ensure accurate data transfer.

5. Testing the Integration

Once you have set up both the trigger and action applications, it is time to test the integration. In Pabbly Connect, click on ‘Save and Send Test Request’ to send a test record from Excel to Airtable. using Pabbly Connect

If everything is set up correctly, you should see the new record appear in your Airtable base. To ensure the automation works in real-time, add a new row in your Excel sheet and check if the data reflects in Airtable after the polling time.

Note that Microsoft Excel has a polling time of eight hours, meaning it checks for new data every eight hours. Therefore, after adding a new row, you may need to wait for this duration to see the changes in Airtable.

Conclusion

Using Pabbly Connect, you can seamlessly integrate Microsoft Excel with Airtable to automate record creation. This tutorial has covered all the steps to set up the integration, ensuring that every new row added in Excel is reflected in Airtable. By following these steps, you can enhance your workflow efficiency and save time on manual data entry.