Pulling Information From More Than One Airtable Base

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Hi everyone,

I’m a complete newbie to all of this, so forgive me if this is a simple question…

I’ve searched this forum and the web, and I cannot find the answer to what I’m trying to do.

For context, I have an SEO agency and I’m trying to automate my processes.

Here’s what I’m trying to achieve:

  1. I have 2 bases in Airtable
  2. Airtable Base 1 = Company Details Database (this is where I will store all the basic information of every client, such as Name, Email, Phone Number, Address, Website, etc.)
  3. Airtable Base 2 = Schema Markup System (this is where I have templates of Schema Markup)
  4. Base 1 has information that doesn’t change; this is standard company information
  5. Base 2 has information that does change depending on the webpage I’m targeting, keywords and type of schema etc.
  6. I want to have it, so when I trigger the automation based on entering the ‘Type’ of schema and ‘Client Name’ in Base 2, it pulls the information from Base 1 and Base 2 that matches for that client.
  7. I have created a ‘Unique Customer ID’ in Base 1 and synced that in Base 2
  8. I cannot work out how to ensure the scenario pulls the correct/matching information from both tables when I trigger Base 2 upon entering the ‘Type’ of schema and the ‘Unique Customer ID’.

I hope I have explained that clearly enough, but I am happy to answer any questions to clarify anything.

Thanks in advance!

Airtable → Make → ChatGPT (Generate Schema).json (364.2 KB)

2

SOLVED

I got the answer from another forum I’m on.

For anyone else looking for this answer, you need to use ‘Lookups’ in Airtable.

In my case, I needed to link to:

  1. Sync Base 1 to Base 2
  2. Link ‘Unique Customer ID’ from Base 1 to the table in Base 2
  3. Add ‘Lookup Fields’ into the table on Base 2
  4. The Make scenario can now use the fields from the ‘Lookup Fields’ in Base 2 that are synced from Base 1
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