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Sorry for such a basic question but I'm having trouble and getting this figured out. We have an online educational community and I'm hoping Airtable will let me have a better view of our community and allow me to automate certain tasks.

I have data in different Bases from different sources:

  • Learnworlds
    • Some automated data that I used a Zap to show new user registrations (New LW Users base)
    • Some static data of enrolled users that I download on occasion (the new user registration Zap does not provide much information, but, gives me an idea of what new registrations there are and what needs to be manually imported) (LW Users Uploads base)
  • Stripe
    • Automated webhook through Make that pulls in new subscribers (Subscriptions (Stripe) base)
  • Google Sheet Base
    • We have an onboarding survey that collects information. Compliance with filling out the survey isn't perfect so I'm looking fwd to using an automation within Airtable to trigger a reminder email. (Onboarding Survey base).

My challenge is to be able to create new bases that bring together columns from the bases so that I can have customized datasets.

Email is the unique field that I felt would help me link varying user information into a new base. For example, if I created a new base called Master Merge and made email as the unique identifier in Col A. And in Col B I wanted to pull in a person's address from the LW Users Uploads base based on a match between the email in the Master Merge Col A and the email used in theLW Users Uploads base, how would I do that?

Is there a reason you have them all in separate bases? It may be cleaner to have 1 base (e.g. Community Management) with all the tables there, with 1 Master User table that has linked records by email to the other tables (e.g. LW Users, Stripe etc) so in the master you can also include any relevant lookups.  Or if you need to keep the bases separate, in the new base you can also import a Synced table from other bases and add them in that way / link the records 

 

In Master Merge you'd create synced tables to grab the data from each of the bases, and then use linked fields to link stuff up via the email field like you mentioned, and you'd use an automation to handle the linking so that you wouldn't have to do it yourself

I'm curious as to why you put all the data in different bases though?  Is it that each base has a different set of users?

Thank you for replying! I realized that after I was trying to troubleshoot in ChatGPT that I messed up by saying different bases. All the tables are in one base. Just need to figure out how to join the data from 2 or 3 tables into one table with the common ID being the user's email address 🙄

Ah, try using a linked field + lookup fields like so:

And here's a possible automation:

And I've set it up for you here

I really appreciate you taking the time. I will try to replicate it! 

@alfa12 

You mentioned above that you are already using Make’s advanced automations for some of your tasks.

So this could be a very easy solution for you.

Run all of your external automations through Make instead of Zapier (which is underpowered and overpriced).

Make offers an “upsert” module, which automatically creates or updates records in Airtable, depending on what is needed at the current moment. Check out the screenshot below to see how this would look in Make.

For an example of how to set this up, check out my step-by-step demonstration on this Airtable podcast. My podcast episode focuses on upserting CSV files into Airtable, but even though you’re not using CSV files, you’ll be able to understand how to set this up for your needs.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 

Thanks! I actually went through Make to fix the other automation problem I was trying to fix within Airtable and couldn't but the Upsert tip. helped me so much!!!!

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