Create tables and store data with Zapier Tables

Zapier Tables is a data storage solution built for automation. Tables are composed of:

  • Records (each row in a table).
  • Fields (each column in a table).
  • Cells (the area in the intersection of a record and a field).

You can add records manually or automatically using Zaps. 

 

Create a new table

You can create a new table from your dashboard:

  1. Click formAdd icon Create. 
  2. Type a name for the table.
  3. Click Create table. From this menu you can:
  • Select a template to start with a table ready to be automated.
  • Click Blank table to create an empty table. Give your table a name and description.
  • Click Import data to import records from a CSV file.

Create a new table from the table screen

You can also create a new table while working on an existing table. 

  1. From your table, click + Create.
  2. Select New table.

  3. Enter a name for the new table in the field Table Name.
  4. Click Create.

 

Add new fields

When you create a blank table, it will have some text fields set up. To add new fields: 

  1. Click the plus sign icon formAdd icon on the right side of a table.
  2. Type a name for the field and fill out other required information.

Zapier Tables offer fields that automatically format data, or work with Zaps. Learn more about the different field types on tables. 

Edit a field

To edit an existing field:

  1. In any table, click the field name.
  2. Select Edit field from the dropdown menu. The sidebar will open and you can edit the field settings.
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You can also add a field in any position in a table by clicking the name of an existing field and selecting Insert before or Insert after.

After you create a new field, you can also create a Zap to interact with the information on that field. Learn more about triggering and continuing Zaps from records.

Add new records

You can add new blank rows by clicking the plus sign icon formAdd icon at the bottom of a table.

Bulk edit records

You can edit records by clicking directly on the cell you want to edit. To edit more than one record at the same time:

  1. Select the checkbox beside the records you want to update.
    • To select all visible records, use the checkbox at the header of the table.
  2. Hover over the field you want to edit and right-click.
  3. From the dropdown menu, select Edit <number> records
  4. A dialog box will open, and you can make changes to the content of the field.
    • Click Change field to edit a different field. 
    • Click Cancel if you no longer want to edit it.
  5. Click Save when you're done. These changes cannot be undone.

 

Edit table settings 

To edit the table's details, click the Settings icon navCog icon on the left sidebar. In the Table Settings menu, you can do the following actions:

  • Name: change the table's name.
  • Description: change the table's description.
  • Send records: change how records are sent to Zaps - manually or automatically
  • Delete table: delete the table and its contents. This action cannot be undone.
Note

Tables that are in use by an interface cannot be deleted. To delete, first remove all table-related components from Zapier Interfaces. You can then delete your table. 

 

Learn more about managing permissions in Zapier Tables and how to trigger and continue Zaps from records.

 

Data retention

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

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