Sabaki Guide
Airtable Investor Pipeline Setup In Sabaki
How investors connect Airtable bases and map records into Sabaki pipeline entries.
Airtable investor pipeline sync is the Sabaki workflow for reading Airtable records and mapping selected columns into investor pipeline entries.
Key Takeaways
- Airtable uses OAuth with PKCE and read access for records and base schemas.
- Sabaki can use explicit field mapping or a heuristic match against column names.
- Rows without a readable company name are skipped and surfaced as a mapping issue.
How To Sync Airtable Pipeline Records
- Prepare the Airtable baseUse columns for company name, stage, check size, owner, notes, and website where possible.
- Connect Airtable in SabakiOpen Apps as an investor, choose Airtable, and complete OAuth.
- Map columnsChoose the Airtable columns that correspond to Sabaki pipeline fields.
- Run Sync NowSync records and review imported pipeline entries.
- Resolve unmappable rowsIf Sabaki cannot read pipeline columns, update field mapping and sync again.
Quick Comparison
| Airtable Column | Sabaki Field | Fallback Behavior |
|---|---|---|
| Company or Name | Company | Required for the row |
| Stage or Status | Pipeline stage | Defaults to Prospect if missing |
| Amount, Size, or Check | Check size | Ignored if not numeric |
| Owner or Lead | Owner email | Optional |
| Website or URL | Company domain | Protocol and path are stripped |
Frequently Asked Questions
Does Airtable sync portfolio data?
The current Airtable investor connection writes pipeline entries only.
What if my column names are unusual?
Use explicit field mapping in connection settings rather than relying on heuristic column matching.
Can Airtable multi-select stage fields sync?
Use a single-select or explicitly mapped scalar field for stage to avoid ambiguous stage values.
Why did some Airtable rows not import?
Rows without a readable company name or mappable fields are skipped and reported as partial failures.