Quick Start Guide

Welcome to TableSync! This guide will help you get up and running in just a few minutes. No technical skills required.

What is TableSync?

TableSync automatically syncs data from your business tools (HubSpot, Shopify, Mailchimp) into Airtable. Think of it as a bridge that keeps your Airtable bases updated with the latest information from your other apps - without any manual data entry.

[Screenshot: Overview diagram showing data flow from HubSpot/Shopify/Mailchimp to Airtable]

Before You Begin

Make sure you have:

• An Airtable account (free or paid)
• At least one account with HubSpot, Shopify, or Mailchimp
• A few minutes to complete the setup

Step-by-Step Setup

Step 1: Create Your TableSync Account

1. Visit the TableSync website and click Sign Up
2. Enter your email address and create a password
3. Verify your email by clicking the link we send you
4. You'll be taken to your Dashboard automatically

[Screenshot: Sign-up page with email field highlighted]

Step 2: Connect Airtable (Your Destination)

Airtable is where all your synced data will be stored. You must connect it first.

1. On your Dashboard, find the Destination section at the top
2. Click the Connect button on the Airtable card
3. Log in to Airtable if prompted
4. Select which bases you want TableSync to access (you can select all or specific ones)
5. Click Grant access

[Screenshot: Dashboard showing the Destination section with Airtable Connect button]

Tip: Grant access to all bases if you're not sure which ones you'll use. You can always change this later in Airtable's settings.

Step 3: Connect a Data Source

Now connect where your data comes from.

1. Scroll down to the Sources section on your Dashboard
2. Choose your platform: HubSpot, Shopify, or Mailchimp
3. Click the Connect button
4. Follow the prompts to log in and authorize TableSync

[Screenshot: Dashboard showing the Sources section with all three integration options]

Step 4: Create Your First Sync

With both connections ready, you can now sync data!

1. Click the New Sync button in the top right corner (or use the suggested quick start options)
2. Follow the 5-step wizard:

• Source: Select your connected integration
• Object: Choose what data to sync (contacts, orders, etc.)
• Destination: Pick your Airtable base and table
• Mapping: Match source fields to Airtable columns
• Schedule: Choose how often to sync

1. Click Create Sync

[Screenshot: New Sync wizard showing all 5 steps in the progress bar]

Step 5: Watch the Magic Happen

Your sync will run immediately after creation. You can monitor its progress:

1. Return to your Dashboard
2. Find your new sync in the Active Syncs list
3. Watch the status change from "Running" to "Completed"
4. Open your Airtable base to see your data!

[Screenshot: Dashboard showing a completed sync with record count]

What's Next?

• Learn more about connecting Airtable
• Understand field mapping
• Explore pricing plans

Troubleshooting Your First Setup

"I don't see my Airtable bases"

• Make sure you're logged into the correct Airtable account
• Try disconnecting and reconnecting Airtable
• Check that you granted access to the bases you want to use

"The connection failed"

• Disable any pop-up blockers in your browser
• Try using Chrome or Firefox
• Clear your browser cache and try again

"I can't find the New Sync button"

• The button appears after you've connected both Airtable and at least one source
• Make sure both connections show as "Connected" on your Dashboard

Frequently Asked Questions

How long does the first sync take?

The first sync usually takes 1-5 minutes depending on how much data you have. Future syncs are faster since they only update changed records.

Will syncing modify my source data?

No. TableSync only reads data from your sources (HubSpot, Shopify, Mailchimp). We never modify, delete, or create records in those systems.

What happens if I already have data in my Airtable table?

TableSync will add new records and update existing ones based on a unique identifier (like email address). It won't delete any records you've manually added.

Is my data secure?

Yes. All connections use industry-standard OAuth authentication. We never store your passwords, and data is encrypted in transit.