Configure a Connection Profile

From the CData ribbon, click Get Data and select From Airtable connection/s to launch the CData Query window. To setup a new connection, you will have to click the New Airtable Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

Connecting to Airtable

The add-in requests tables and views from Airtable. Specify the following to connect.

• BaseId (optional): You can optionally specify either this property or BaseName to limit the shown tables and views to a particular base. Set this to your base ID.
  • To find this value, navigate to the Airtable API Reference and select a base. In the introduction section of the Airtable documentation for the selected base, note the value specified in The ID of this base is <Id>.
• BaseName (optional): You can optionally specify either this property or BaseId to limit the shown tables and views to a particular base. Set this to the name of the schema, which corresponds to the name of the Base in Airtable, that you want to use.

Authenticating to Airtable

You can authenticate to Airtable using either a Personal Access Token or OAuth PKCE.

Personal Access Token

First, generate a personal access token, if you have not done so already:

1. Log in to your user account.
2. Navigate to the token creation page.
3. Click Create new token.
4. Under Scopes, click Add a scope to add each of the following:
   • data.records:read
   • data.records:write
   • schema.bases:read
5. Under Access, add all the workspaces and bases that you want the token to have access to.
6. Click Create token to generate the token. Copy and save the generated token, as it will only be shown once.

Next, set the following:

• AuthScheme: Set this to PersonalAccessToken.
• OAuthAccessToken: Set this to the value of personal access token that you generated earlier.

OAuth PKCE

Set AuthScheme to OAuthPKCE.

Desktop Applications

CData provides an embedded OAuth application that simplifies OAuth desktop Authentication. Alternatively, you can create a custom OAuth application. See Creating a Custom OAuth App for information about creating custom applications and reasons for doing so.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId (custom applications only): Set this to the client Id assigned when you registered your app.
• OAuthClientSecret (custom applications only): Set this to the client secret assigned when you registered your app. Specifying this value is optional if a value was not generated during the OAuth custom application creation process.
• CallbackURL (custom application only): Set this to the redirect URI defined when you registered your app. For example: http://localhost:3333

When you connect, the add-in opens Airtable's OAuth endpoint in your default browser. Log in and grant permissions to the application. The add-in refreshes the access token automatically when it expires.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to Airtable you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with Airtable data, such as using the available CData Excel Functions.