Airtable
Create Airtable records from extracted documents, with one row per line item.
The Airtable destination creates records in a table you choose. Line items stack the same way they do in Google Sheets: one Airtable record per line, with description, quantity, price, and total in their own columns. Invoice-level fields such as invoice number repeat on every line.
Setup
- Open your parser's destination settings and choose Airtable.
- Connect your Airtable account.
- Create a new table (Parsedit adds typed columns from the parser) or select an existing base and table.
- For an existing table, map parser fields to Airtable fields.
Field mapping
Each parser field maps to a field in your Airtable table. You control which fields are sent, so you can deliver a subset of the extracted data and keep the rest in Parsedit.
Values are written as native Airtable cell types when the column matches: dates as ISO YYYY-MM-DD, numbers and currency as JSON numbers, checkboxes as booleans, and everything else as text. Computed columns (formula, lookup, rollup) are skipped.
When records are created
A record is created when the document's data is delivered:
- On Approve & Send in manual mode.
- Automatically, if the destination uses auto-send on completion or auto-send on approval. See Automation.
Duplicate files uploaded to the same parser are skipped at intake, so retries and re-forwards never create duplicate records. See duplicate detection.