Step-by-Step Guide: How to Easily Copy an Airtable Base or Table
Published on Mar 30th, 2024
Copying an Airtable base or table is a useful skill for users who wish to replicate workflows, back up data, or streamline project management tasks. Whether you're aiming to duplicate a base for a different team within your company or want to reuse a complex setup without starting from scratch, Airtable provides a straightforward method to do so. Here's your step-by-step guide to copying an Airtable base swiftly and effectively.
Duplicate an Entire Airtable Base
- Open the Base: Navigate to your Airtable workspace and open the base that you want to copy.
- Access Base Options: Click on the drop-down arrow located next to the base name to reveal additional options.
- Select 'Duplicate base': From the options presented, choose 'Duplicate base'.
- Configure Copy Settings: In the duplication menu, you can select whether to include records (data), comments, and personal views. Check the appropriate boxes based on your needs.
- Duplicate: Click the 'Duplicate base' button to create a copy of your base. The new base will appear in your workspace with '(copy)' appended to its name.
Copy an Individual Table within a Base
- Open the Base and Table: Access the specific base and table you intend to copy.
- Expand Options: Click on the table's name to reveal a drop-down menu with more options.
- Choose 'Duplicate table': Select 'Duplicate table' from the menu to proceed.
- Select Options: Decide whether to copy the records in the table and if you want to duplicate the filters, sort, and hidden fields configurations.
- Duplicate: Confirm your selections and click 'Duplicate table' to finalize.
By following these straightforward steps, you'll be able to quickly and efficiently replicate an Airtable base or table, ensuring that you have the required backups or templates ready for use. Remember to rename your copied base or table appropriately for organizational clarity.
When copying Airtable bases or tables, consider the storage implications and the plan you are on, as this could affect your Airtable usage limits. If you're looking for a custom solution or need help managing your Airtable workflows, our development and technology consulting team is here to assist with any Airtable challenge you face.
Additional Tip: Keep your Airtable organized by labeling duplicates effectively and removing unnecessary copies to maintain a clutter-free workspace.