Transfer data
Transfer data lets you move or reference data between tables in your workspace. Click the "Transfer data" button in the table toolbar to choose from three transfer types.
Match rows from other table
Looks up and matches rows from another table against your current table. Useful for checking duplicates, verifying entries, or referencing data across different tables. Each row in your current table is checked against the target table and the result is stored in a new column.
- Click "Transfer data" in the toolbar and select "Match rows from other table".
- Select the "Table to search" — the table where you want to find matching rows.
- Select the "Target column" — the column in the target table to match against your values.
- Choose a "Filter operator" — "Equals" for exact matches or "Contains" for partial matches.
- Set the "Row value" — the value from your current row to match against the target column. Type text or use "/" to insert a column token (e.g. /Country).
- Set a "Limit" to cap the number of matched rows returned per row. The total match count is still tracked even when a limit is applied.
- Optionally enable "Run only if this formula resolves to true" to add a condition for when the transfer should run.
- Toggle "Auto-update" — when enabled, the column will re-run automatically whenever the "Row value" input changes.
- Click "Save" to create the column.
Send rows to other table
Transfers selected data fields from your current table to another table. Choose the destination and map which columns to send for flexible data routing and workflow management.
- Click "Transfer data" in the toolbar and select "Send rows to other table".
- Select the "Destination" — the target table where your data will be sent.
- Under "Data to send", check the columns you want to transfer. Use "Select all" to include every column.
- Toggle "Update existing rows on re-run" to update the matching row in the destination table instead of creating a duplicate when the transfer runs again.
- Toggle "Auto-extract new columns" to automatically create new columns in the destination table for any incoming data fields that don't yet exist there.
- Optionally use "Run only if this formula resolves to true" to add a condition. Describe the formula in plain language and click "Generate", or write your own expression and click "Test".
- Toggle "Auto-update" — when enabled, the transfer will re-run automatically whenever any of the selected "Data to send" columns change.
- Click "Save" to activate the transfer.
Send rows for each item to other table
Converts multiple columns into individual rows in another table. Use this when a single row contains several related items (e.g. Employee name, Employee name (1), Employee name (2)) and you want each item to become its own row in the destination table, with shared context columns copied alongside it.
- Click "Transfer data" in the toolbar and select "Send rows for each item to other table".
- Select the "Destination" — the target table where the new rows will be created.
- Under "Columns to become rows", use "/" to select the columns containing the items that should each get their own row (e.g. /Employee_name, /Employee_name_1, /Employee_name_2).
- Under "Data that stays in every row", check the columns whose values should be copied into every new row created (e.g. Company name).
- Toggle "Auto-extract new columns" to automatically create new columns in the destination table for any incoming data fields that don't yet exist there.
- Optionally use "Run only if this formula resolves to true" to add a condition. Describe the formula in plain language and click "Generate", or write your own expression and click "Test".
- Toggle "Auto-update" — when enabled, the transfer will re-run automatically whenever any of the "Data to send" columns or "Columns to become rows" inputs change.
- Click "Save" to activate the transfer.