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Syncing to Airtable

Sync reviewed data to Airtable records. Understand permissions, workspace organization, and record creation.

Syncing Records

Once you've reviewed and selected the records you want to sync, click the "Sync" button to create records in your configured Airtable table.

  1. Select the records you want to sync using the checkboxes, or select all records.

    Note: Screenshot placeholder - Record selection

    Screenshot: Selected records ready to sync

  2. Click the "Sync" or "Sync Selected" button. A confirmation dialog may appear.

    Note: Screenshot placeholder - Sync button and confirmation

    Screenshot: Sync confirmation

  3. Records will be created in your Airtable table. You'll see a success message once syncing completes.

    Note: Screenshot placeholder - Sync success

    Screenshot: Success message

Permissions

Snap2Table respects Airtable's permission system. You can only sync records if you have create permissions for the selected table.

⚠️ Important

If you don't have create permissions for the table, the sync button will be disabled. Contact your base owner to request access.

Workspace Organization

Snap2Table organizes your scans by workspace. Each workspace can have its own table configuration and scan history.

  • •Create multiple workspaces to separate different clients or departments
  • •Each workspace maintains its own scan history and table configuration
  • •Switch between workspaces from the settings menu

Viewing Synced Records

After syncing, you can view the created records directly in your Airtable table. Each synced scan maintains a link to its source document.

Note: Screenshot placeholder - Synced records in Airtable

Screenshot: Records in Airtable table

Scan History

View all your processed scans in the Scan History section. You can see which scans have been synced and which are still pending.

Note: Screenshot placeholder - Scan history view

Screenshot: Scan history list

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