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Lightweight tracking in an Airtable base.
Mirror customers and vendors into an Airtable table using a personal access token. Airtable's native upsert (merge on the primary field) keeps records idempotent, and Email/Phone fill in when those fields exist.
Airtable's native upsert merges on the primary field, so records stay unique across repeated syncs, and Email/Phone map across automatically when your table has them. It makes a great lightweight, shareable operational view your team can filter, group and colour however they like.
Customers and vendors become Airtable records.
Merges on the primary field — no duplicates.
Sets Email/Phone only when those fields exist.
Create a personal access token with base access.
Pick the base and table.
Choose customers and/or vendors, then sync.
You bring your own credentials — nothing to configure on the platform. They're encrypted at rest, scoped to your tenant, and removable at any time.
Every connector rides the same hardened delivery layer that powers payments and accounting sync.
Set it up in minutes — securely, scoped to your tenant, and yours to switch off any time.