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Configuration

Configure your Airtable table with columns that match the data you want to extract from documents. Snap2Table automatically matches field names and types.

Table Setup

Before uploading documents, you need to configure which Airtable table will receive the extracted data.

  1. In the Snap2Table extension, click the "Configure Table" button or navigate to the configuration view.

    Note: Screenshot placeholder - Configuration button

    Screenshot: Configuration interface

  2. Select the table in your base where you want to store extracted data. This table should already exist in your Airtable base.

    Note: Screenshot placeholder - Table selection

    Screenshot: Table picker

Adding Columns

Add columns (fields) to your selected table that match the data you want to extract. Snap2Table supports many field types:

  • •Text fields: Single line text, Long text, Rich text
  • •Numbers: Number, Currency, Percent, Rating, Duration
  • •Dates: Date, Date & time
  • •Other: Email, URL, Phone number, Checkbox, Single select, Barcode

Note: Screenshot placeholder - Adding columns to table

Screenshot: Table with columns

Field Name Matching

Snap2Table automatically matches extracted data to your table columns based on field names. For best results:

💡 Tip

Use clear, descriptive field names like "Invoice Number", "Total Amount", "Vendor Name", or "Date". The AI will match these names to extracted data automatically.

Note: Screenshot placeholder - Field matching example

Screenshot: Extracted data matched to fields

Ready to Upload

Once your table is configured with the appropriate columns, you're ready to upload documents.

Upload Files

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Uploading Files