Airtable

This is a Managed App Connector.

Prerequisites#

Create an Airtable account.

Supported authentication methods#

Personal Access Token (PAT)
OAuth2

Refer to Airtable's API documentation for more information about the service.

Using personal access token#

To configure this credential, you'll need:

A Personal Access Token (PAT)

To create your PAT:

Go to the Airtable Builder Hub Personal access tokens page.
Select + Create new token. Airtable opens the Create personal access token page.
Enter a Name for your token, like Calero Automations credential.
Add Scopes to your token. Refer to Airtable's Scopes guide for more information. Calero Automations recommends using these scopes:
- data.records:read
- data.records:write
- schema.bases:read
Select the Access for your token. Choose from a single base, multiple bases (even bases from different workspaces), all of the current and future bases in a workspace you own, or all of the bases from any workspace that you own including bases/workspace added in the future.
Select Create token.
Airtable opens a modal with your token displayed. Copy this token and enter it in your Calero Automations credential as the Access Token.

Refer to Airtable's Find/create PATs documentation for more information.

Using OAuth2#

To configure this credential, you'll need:

An OAuth Redirect URL
A Client ID
A Client Secret

To generate all this information, register a new Airtable integration:

Open your Airtable Builder Hub OAuth integrations page.
Select the Register new OAuth integration button.
Enter a name for your OAuth integration.
Copy the OAuth Redirect URL from your Calero Automations credential.
Paste that redirect URL in Airtable as the OAuth redirect URL.
Select Register integration.
On the following page, copy the Client ID from Airtable and paste it into the Client ID in your Calero Automations credential.
In Airtable, select Generate client secret.
Copy the client secret and paste it into the Client Secret in your Calero Automations credential.
Select the following scopes in Airtable:
- data.records:read
- data.records:write
- schema.bases:read
Select Save changes in Airtable.
In your Calero Automations credential, select the Connect my account. A Grant access modal opens.
Follow the instructions and select the base you want to work on (or all bases).
Select Grant access to complete the connection.

Refer to the Airtable Register a new integration documentation for steps on registering a new Oauth integration.

Onboard This Managed App Connector

Go to SaaS Management > Applications.
Select Add Integration.
From the Vendors tab, select the card with the vendor's name.
From the API tab, enter the field(s) you copy/saved above.
If your company has more than one instance (or “tenant”) of this application, you will also be prompted for a Connection Alias.
Select the Authorize button.

SUCCESS!
You will now be redirected to the Integrations page in Calero.com, where the data sync will continue in the background, and you can monitor progress.

SUGGESTION:

Access Help through your Calero.com instance if links between articles return errors or if there are fewer sections in the Help menu than expected. Doing so will ensure you see all Help articles.