How do you connect Airtable as an Extension?

Myles Dean
Myles Dean
  • Updated

Make it easy to share relational databases with your clients using Airtable directly from your portal. You can embed an entire Base, or share only a specific View by following the instructions below:

Connecting Airtable

    1. Go to Modules & Extensions, and click Add New in the top right corner.
    2. Click Add under Airtable
    3. Set a title and icon that represents the extension.
    4. We're going to change this to a Local Extension so that we can embed different data for each client.
    5. Next, click Add. You will be taken to to the extension's page, where you can set the embed for each client.
    6. Click Connect Extension under a client.
    7. Leave this as Show as embed so that the client isn't directed outside of the Portal.
    8. Next, go to the Data Table you want to share from your Airtable account.
      • To embed an entire base, click share in the top right corner. Under Base, click Share Publicly and click the link to copy it.
      • To embed a specific view, click share in the top right corner. Under View, select the view you want to share from the drop-down menu, then click the link to copy it.
    9. Go back to the embed extension setup page and paste the copied link into the content box.
    10. Click save.

Client Experience

    1. To check if clients can view the extension properly, open an incognito window and log in with a test client account. Click Here to learn how to set up a test client account.
    2. Once logged in, click the extension on the sidebar to preview the client view.

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