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Sync from master into project table, and from project table back to master


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Hello,

we run an agency and for every client we have a different base. The base is almost identical for every client. We now have access to the business plan, and we want to use a master base to consolidate the data from every client into one base, so that we can benchmark our performance as a whole, and dive deeper into every client if we wish. 

We have a table called KPIs in every client base. The KPIs are always the same. For that reason I have created the same base in our master base, and I am now syncing data from master into each client base. We also have a projects table for every client, which includes 3 fields (primary metric, secondary metric, tertiary metric). These field are linked records from the KPI table. In the KPI table (for each client) we can then see how many times a KPI has been used for that client, and the overall uplift for a KPI with a client. 

I want the same information to be shown in the KPI table in our master base, but then for all clients. I thought about creating a projects table in the master base, and using multi-source syncing to get all projects in there. This would include the metric fields, which I hoped would be linked to the KPI table. But this is not working as I expected.

I hope the above context explains what I am trying to achieve. 

Anybody who knows how to do what I want with native Airtable functionality?

Best answer by Mike_AutomaticN

Hey ​@rocketcare-niels,

Is there any good reason not to have just one base (centralized unique source of truth) for all of your clients? If only certain people should access certain information, you can limit that via interfaces.

Would love to hear more about your use case.

Mike, Consultant @ Automatic Nation

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5 replies

matthew_b
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  • March 31, 2025

hi! When you say:

But this is not working as I expected.

what’s going wrong exactly?


mtrebinonixon

You should be able to get it done by using the Airtable native Sync. To sync from a table of another base you should create a new table and choose “Airtable Base” as the data source.

After syncing the data from one of your clients, you’ll be able to add data from other clients by opening the table settings > “Update Sync C

onfiguration” > “+ Add records from another source”.

Let me know if this helps.

 


If you'd like some Airtable guidance, you can schedule a free meet here. Happy to help!

Matt Nixon


Mike_AutomaticN
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Hey ​@rocketcare-niels,

Is there any good reason not to have just one base (centralized unique source of truth) for all of your clients? If only certain people should access certain information, you can limit that via interfaces.

Would love to hear more about your use case.

Mike, Consultant @ Automatic Nation


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Hey guys, thank you for the replies. I’ve managed to fix this in the same way you suggested, and I actually learned this by looking at your previous comments with other users haha.

What I’ve done is made one base in which we can add all data for all our clients. Every client has their own view, and I sync this view to each individual client base. Two-way sync is enabled so we can work in the individual client bases. Works perfectly, and just how I wanted it. 

Many thanks!

Niels


Mike_AutomaticN
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Glad to hear that ​@rocketcare-niels!

Just feel free to reach out as needed further down the road. You can use this link to schedule a brief call.

Best,
Mike, Consultant @ Automatic Nation 


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