How does Airtable connect to Qonto?
Integrate your Qonto account with Airtable for effortless transaction and invoice management.
How does this integration work?
With the integration in place, your transactions — with invoices and receipts attached — will be automatically imported into Airtable every three hours. This means:
Comprehensive financial management. Track and reconcile transactions, verify payments, and manage expenses with ease thanks to centralized receipts.
Enhanced data analysis. Leverage Airtable's filtering, sorting, and grouping features to gain insights into spending patterns, vendor relationships, and expense categories.
Collaboration and sharing. Create custom views, share transaction details with relevant team members, assign tasks, and track progress to better coordinate your Finance team.
Who can use the integration?
Only Owners, Admins, and Reporting roles will be able to see this integration in Connect, and install it. Once installed, you can grand access to the base/table to anyone in your organization, regardless of their role in Qonto.
Only those whom you grand access of the base will be able to access the base/table.
How do I set up the integration?
Go to the Connect section, accessible from your Qonto space on your computer. Simply open the Airtable page and follow the steps below:
Click on Create a new authentication.
Sign in to the Airtable account you want to sync with your transactions and attachments.
Once logged in, add the base you want to use. Authorize Qonto to sync your data in Airtable by clicking Grant access.
Re-select the base where you want to create the new table with your transactions and attachments, and click on Next.
If you want your invoices and receipt to be synchronized along with your transactions, please check the box and click on Next.
Select the date from which you would like to begin syncing your transactions and attachments; you may select an earlier date or today’s date.
Click Finish… and you’re done 🎉
Your integration is now ready! A Qonto transactions table will be created in the base you selected. Every hour, the table is updated with your transactions and attachments.
☝️ Keep in mind: The transactions already associated with your Qonto account will be synchronized immediately once the integration has been configured; any new transaction on your account will appear the next hour.
What can I update in Airtable?
The table name
Once the integration is set up, you can change the base and table name fields even after connecting the integration. You would change the field name in Airtable.
The type of the fields
You cannot change the type of the fields that have been created by the integration. If you aren’t sure what the field means, you can easily identify them by their description.
One exception to this: the Primary Field (top left column). By default, we will store a text value there. If you want, you can change it to a formula (or any other type) and customize it’s content as you like.
The description of the fields
You can update the description of the fields, but please note that after renaming a field, it’s the only way left for you to identify a field created and required by the integration. So if you are incorrect in your description, it will misalign with the intention of the field.
Can I add fields to my newly created table?
Yes, you can add as many fields as you want in the newly created table.
If I upload a file on Airtable, or update data in Airtable, is it transferred to Qonto?
No, the integration is currently only a 1-way sync: Qonto → Airtable. We never import anything back to Qonto.
Therefore, while you will be able to update data in Airtable, we don’t recommend doing so as the data will never come back to Qonto. You will end up with the same transactions, but different data in Qonto and Airtable.
What happens if I reach the maximal number of records in Airtable and/or the limit of files storage?
This is linked to your Airtable pricing plan, in order to continue using the integration with Qonto you’ll need to update you Airtable plan.