docs: update

This commit is contained in:
Raju Udava
2025-01-04 07:00:41 +00:00
parent 413999dcab
commit 4b6f5583c4
7 changed files with 28 additions and 53 deletions

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@@ -13,42 +13,41 @@ Import from Airtable is in beta version. See [Importing Airtable To NocoDB](http
:::info
To proceed, you must have valid Airtable Credentials. Ensure you have access to the following information from your Airtable account:
- [API key](#retrieve-api-key) or [Personal Access Token](#create-personal-access-token)
- [Personal Access Token](#create-personal-access-token)
- [Shared Base ID / URL](#retrieve-share-base-id--url)
:::
Open the `Quick Import- AIRTABLE` modal begin the import process
Open the `Import from Airtable` modal to begin the import process
1. Hover over the base name in the left sidebar, click on the `...` icon to open base context menu
2. Select `Import Data` from the base context menu
3. Select `Airtable`
![import data](/img/v2/base/base-import-airtable-1.png)
Alternatively, you can also open the `Quick Import- AIRTABLE` modal from the `Base dashboard`
Alternatively, you can also access this modal from the `Base dashboard`
1. Go to your Base dashboard, click on `Import Data`
2. Select `Airtable`
![import data](/img/v2/base/base-import-from-dashboard-1.png)
![import data](/img/v2/base/base-import-from-dashboard-2.png)
![import from dashboard](/img/v2/table/table-import-from-dashboard.png)
Continue with the following steps on `Quick Import- AIRTABLE` modal to complete the import process:
1. Input [API key](#retrieve-api-key) / [Personal Access Token](#create-personal-access-token)
Continue with the following steps on `Import from Airtable` modal to complete the import process:
1. Input [Personal Access Token](#create-personal-access-token)
2. Input [shared Base ID / URL](#retrieve-share-base-id--url)
3. Configure [Airtable import options](#configuration-options) (Optional)
4. Click `Import`
![import data](/img/v2/base/base-import-airtable-2.png)
3. Use [Advanced settings]((#advanced-settings)) to configure import options (Optional)
4. Click `Import Base`
![import data](/img/v2/base/airtable-import.png)
:::info
Wait until `Go To Dashboard` button is activated on the modal. Import details are captured in log window.
Wait until `Go to base` button is activated on the modal. Import details are captured in log window.
:::
![import data](/img/v2/base/base-import-airtable-3.png)
![import data](/img/v2/base/airtable-import-2.png)
### Configuration options
### Advanced settings
1. **Import Data**: If you disable this option, only tables and views will be created (schema), excluding actual data records.
2. **Import Secondary Views**: If you disable this option, only the primary grid view for each table will be imported, omitting any secondary views.
3. **Import Rollup Fields**: If you disable this option, you can skip the import of Rollup fields.
@@ -77,10 +76,6 @@ For detailed information, you can refer to the [Airtable Personal Access Token g
![image](/img/v2/base/pat-3.png)
### Retrieve API Key
- Copy your Airtable API Key from [Airtable create API key](https://airtable.com/create/apikey) page
![API Key](/img/v2/base/airtable-api-key.png)
### Retrieve Share Base ID / URL
See [here](https://support.airtable.com/hc/en-us/articles/205752117-Creating-a-base-share-link-or-a-view-share-link#basesharelink) for detailed procedures.

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@@ -22,52 +22,32 @@ There are two ways to access import modal:
![import from sidebar](/img/v2/table/table-import-from-sidebar.png)
### Importing file
There are two ways to upload source file:
To import a file, follow the steps below:
1. There are two ways to upload source file:
(a). Upload from local directory: Click 'browse file' or drag and drop file.
(b). Upload from URL: Specify the URL of the file.
2. (_optional_) [Advance Settings](#advanced-settings)
3. Click on `Import` button.
4. (_optional_) Specify the table name. By default, the file name will be used as the table name.
5. (_optional_) Select the columns from the CSV to be included in the table. By default, all fields are included.
6. (_optional_) Modify the field name. By default, the field name is the same as the column name in the CSV.
7. Click on `Import` button to start importing the file.
#### 1. Upload from local directory
1. Select `Upload` tab from the Quick import modal.
2. Click on `file upload` button or drag and drop file to the modal.
3. [Advance Settings](#advanced-settings) (optional)
4. Click on `Import` button.
![image](/img/v2/table/import-csv.png)
#### 2. Upload from URL
1. Select `URL` tab from the Quick import modal.
2. Paste the URL of the file.
3. [Advance Settings](#advanced-settings) (optional)
4. Click on `Import` button.
![image](/img/v2/table/import-csv-url.png)
![import data](/img/v2/table/import-stage-1.png)
![import data](/img/v2/table/import-stage-2.png)
:::info
- Multiple files can be imported at once.
- Supported file formats: CSV, Excel, JSON
- Maximum file size: 5 MB
- All fields are imported by default as `Single line text`. Field type as required can be changed after file is imported.
By default, the first field will be chosen as Display Value.
:::
### Import configurations
1. `Table name` - defaults to the name of the file; double click to edit (Optional).
2. `Field configurations` (Optional)
- `Field name` - name of the field as identified from import file header; click to edit.
- `Field type` - all fields are mapped by default to `Single line text`. Field type as required can be changed after file is imported.
3. `Remove field` - Click on delete icon to exclude a field in source file from being imported (Optional)
4. Click on `Import` button to start importing the file.
![image](/img/v2/table/import-stage-2.png)
### Advanced Settings
- **Utilize First Records as Headers**: Enabled by default. If selected, the first record in the spreadsheet will be treated as the header record and its contents will be used as field names.
- **Import Data**: Enabled by default. If selected, all data will be imported; otherwise, only the table will be created.
- **Use first record as header**: Enabled by default. If selected, the first record in the spreadsheet will be treated as the header record and its contents will be used as field names.
- **Import data**: Enabled by default. If selected, all data will be imported; otherwise, only the table will be created.
:::info
By default, the first field will be chosen as Display Value.
:::
## Related articles
- [Create a new table](/tables/create-table)

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