If you store your contacts’ data in Airtable, you can use this integration to automatically add contact or client data from an Airtable table to your Selzy's contacts list.
Prepare the table for the integration
Note: to transfer data from your Airtable database, you need to add the Last modified time field to the table. After that, the system will display the time of the last edit made to each field, and the data will transfer to Selzy.
- Add the Last modified time field to the Airtable table. Click + and in the field type select Last modified time:
The time of the last edit made to each field in the Last modified time will be added automatically.
Create a new integration
In the Integrations section, go to My integrations and create a New connection (automation):
Next, you will see the automation builder. Here you choose from which app to receive data and to which one to send it.
In the Select an app which sends the data section, you choose an app that sends the data and set up the trigger for starting the automation.
In the Select an app which receives the data section, you choose an app that receives the data and specify the automatic action.
Select a trigger for the data transfer
- Click on Select an app which sends the data:
- In the App (service) field, select Airtable. And in the Event field, select Record has been updated. In this case, when the data in the table is updated, it will be transferred to Selzy. Also, when a new field is created in the table, it will be transferred to Selzy as well.
Select Record has been created if you want only newly created fields to be transferred to Selzy. In that case, nothing will happen if the existing fields are updated.
Set up a connection to Airtable
To finish setting up the trigger, we need to create a connection to Airtable.
- Click Add a connection to connect your Airtable account:
- Enter a Title for the connection and enter your Airtable API key. Then click Continue:
You can get the API key in the Developer Hub section of your Airtable account. To do that, in Airtable, click on your account in the top right corner and select the Developer Hub:
In the API key subsection click Use API key instead or copy an already created API key:
Paste the API key into the Creating a connection menu in Selzy:
- You will see a notification if the connection is successful. Click on any button, for example, OK:
- Next, in the Additional parameters, select the name of the Base and Table in Airtable and the View. Then click Add a trigger:
Set up the trigger
- In the Automation operation mode popped-up window, specify the data transfer mode.
Real-time means that data will transfer in real time.
Data migration means the transfer of data for a specified time period. You should select the Data migration option if you need to transfer pre-filled rows of the table into Selzy. In that case, on the next step of the setup, you should choose the Add many contacts action and not Add a new contact action. This method of transferring contacts is an alternative to manually exporting a contacts file from Airtable and importing it into Selzy.
For the data transfer in real-time, select Real-time:
- In the Fields Setting window, select whether the changed contact needs to be transferred once or multiple times.
If you select Yes, 1, then when you modify the contact in Airtable, its data will not be changed in Selzy. The field values will not be overwritten.
If you select No, 0, then when you modify the contact in Airtable, its data will be changed in Selzy as well. The field values will be overwritten and new changes to the contact will be added.
We recommend you pick No, 0. In that case, each modification to a field in Airtable will be transferred to Selzy.
Select the parameter and click Save:
Note that if you see an error notification after setting up the trigger, you need to add the Last modified time field to your Airtable table.
Add the Last modified time field to your Airtable table following the first step of this manual.
After you added the Last modified time field, you need to update the connection with Airtable in Selzy. Go to My integrations, then select the connection with Airtable in the Apps menu. Then click Update:
After that, go back to creating the integration in My Integrations → Automations:
Set up the action
- Click the Select an app which receives the data and, in the App field, select Selzy:
- In the Action field, select Add a new contact:
- In the Selzy Account field, select your connection to Selzy and then click Add an action:
Customize the fields for data transfer
In the popped-up window, you need to set up the overwrite rules, the fields for data transfer, and the contacts list where the contacts will be added. You will also need to set up the double opt-in parameters.
- Select the mode for overwriting the fields in the Overwrite rules. For example, you can select All fields will be overwritten:
Select the All fields will be overwritten (1) if you need to replace all field values with new ones. The old field values will be deleted and overwritten with new ones. If the contact was in other lists, it will be deleted from them and will be added only to the one list specified in the Contact List field.
Select the Only passed parameters will be overwritten (2) if you need to replace only the values of fields that are transferred from the table. If the contact has other fields in Selzy, they will not be overwritten.
Here is an example of how the overwriting looks in practice:
|Result (2)||firstname.lastname@example.org||Maria||1, 2||b||🍋||444|
The Selzy row shows the contact’s fields before the transfer of the contact from Airtable.
The Airtable row shows the contact’s fields as they are filled in the Airtable table.
And in the rest of the rows, you can see the result after each overwriting rule is applied:
Result (1) — All fields will be overwritten (1)
Result (2) — Only passed parameters will be overwritten (2)
Lists and Tag fields you set up on the second step of the integration setup (Add a new contact). Email, Name, Product, and Order are fields that are transferred from the Airtable table.
- In the Email field, select the name of the column from where the contact's email address will be transferred:
Next, you can select the columns from where the contact's phone and name will be transferred:
- In the Contact List field, select the contact list in Selzy where the transferred contacts will be added:
- In the Double Opt-In field, select whether you need an invitation letter to confirm the subscription to the contact list. If you do not need an invitation letter, select 3:
Invitation letter not required (3) means that sending an invitation letter is not needed. The contact will be added to the contacts list right away with the status “new”.
Invitation letter for new users only (4) means that the system will check whether the contact already was in your lists. If the contact was not in any of your contacts lists, it will receive an invitation letter. And if it already is in the contacts lists, it will be added to the dedicated list right away, without an invitation letter.
Here is an example of the filled-out fields:
- Save the settings by clicking Save:
- To launch the integration, click Start:
The Airtable and Selzy integration is ready. Now whenever there is a new row created or an existing row is modified in the table of your choice, the data from it will be transferred to the Selzy contacts list.
Update the connection
If you made changes to Selzy or Airtable (for example, created a new list or field), and you don’t see them in the integration settings, try updating the connection with Selzy or Airtable.
When you need to update the connection:
- You created a new list or field in Selzy, and you want it to appear in the settings regulating the adding of contacts.
- You added a new field to the Airtable table that is connected to Selzy.
To update the connection, go to My integrations, then go to Apps and select Airtable connection. Click Update:
You can update the connection with Selzy the same way. Select Selzy connection and click Update:
Now the changes you made to Airtable or Selzy will be reflected in the integration.