Connecting Airtable as a Data Source in Streamline – Streamline

Connecting Airtable to your Streamline project lets you leverage your existing spreadsheets and relational data to power automated workflows. This guide walks you through setting up Airtable as a data source and using it to build reusable datasets for your processes.

Note: This article is specific to Airtable. If you're using a different data source, check out our Data Source Library for more platform-specific instructions.

Prerequisites

Before getting started, make sure you have:

Access to the Airtable base and workspace containing the data you want to connect.
Your Airtable API key or personal access token, and optionally a base ID.
Airtable base(s) organized with properly named tables and fields.

If unsure, ask your Airtable admin to confirm you have the necessary access.

Part 1: Connect to an Airtable Data Source

1. Go to the Integrations Page

From your Streamline dashboard, click Integrations in the left-hand menu.
Click + New Connection to begin adding a new data source.

2. Select Airtable

In the connection setup window, choose Airtable from the list of available data sources.
Give your connection a clear name and description.
Example: “Airtable – Sales Tracker” or “Ops Team Base”

💡 Use names that make the base's purpose obvious to other users.

3. Enter Airtable Connection Details

You’ll be prompted to provide:

API Key / Personal Access Token

Once entered, click Next to test the connection and retrieve available tables.

4. Choose Database

Once authenticated, select the Database & Schema you'd like to connect from your Airtable base.

5. Finalize the Connection

Click Connect to complete the integration. You’ll now see Airtable listed under your active integrations.

💡 You can edit the connection at any point by clicking the three dots on the right

Part 2: Create and Manage a Dataset from Airtable

After connecting Airtable, you can organize your data into structured datasets to power your workflows.

1. Access the Datasets Panel

Click Datasets in the left-hand navigation.
Select + Create New Dataset.

2. Define Dataset Basics

Name your dataset clearly (e.g., “Client Projects” or “Marketing Assets”).

Select the Airtable source you just connected as the Data source.
Choose a primary entity (Airtable base connection) to act as the core entity.
Assign display labels to simplify database naming.
Example: “Team Requests” instead of tblTeamReqs

3. Configure Fields & Access

Review all available fields.
Choose which to include and control visibility and edit access.
Click Create to save your dataset.

Optional Enhancements

Create a Dataset from the Data Catalog

Browse your Airtable tables in the Data Catalog.
Select a table and click New Dataset from Entity to begin from that point.

Add Linked Records as Related Entities

Airtable supports linked records between tables.
These can be added as related entities during dataset setup.
Streamline will auto-detect relationships where Airtable links are used.

Edit an Existing Dataset

Head to Datasets, find your Airtable-based dataset, and click the three dots & Edit to:
- Update table joins or relationships
- Modify field visibility or naming
- Add/remove fields as your base evolves

Click Next & Update to apply changes.

Limitations

The following field types are not supported or are read-only.

Not supported:

Attachment
Button
Formula
Lookup
Linked record
Multiple select
Multiple collaborators
Multiple lookup values

Read-only:

Autonumber
Count
Created time
Last modified time
Created by
Last modified by
Rollup
Collaborator (single)
AI text

You're Ready to Go!

Your Airtable connection is now live, and your datasets are ready for use in workflows, reports, or automation. For help with Airtable structure or field formatting, visit Airtable Support or reach out to your admin. For any questions or help with creating a workflow in Streamline, check out our other articles or get in contact with our support team.