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Connect Airtable to Layerz

Your pipeline, invoices or spend already live in an Airtable base. Layerz pulls those rows, maps the columns once, and lands them as actuals on a structured model you can reforecast and export to clean Excel. Airtable stays your operational tool. Layerz turns its records into a model.

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Why connect Airtable

Airtable is where your operating data actually lives: the invoice tracker, the sales pipeline, the spend log. The model that should sit on top of it usually lives in a spreadsheet that someone updates by hand, a month late.

Layerz connects directly to the base. Each row becomes a staged transaction, your column mapping normalises it, and your mapping rules route it to the right line of the model. Sync again whenever the base changes.

What you get

  • A model on live records. Your actuals follow the base, not a paste from last month.
  • One mapping, replayed forever. Columns and routing rules are set once and drive every sync.
  • Scenarios that hold. Branch a hiring plan or a pricing change without touching the base.
  • Audit-ready Excel. Export any time. Never paywalled.

Honest limits

  • Layerz reads from Airtable. It does not create or update records.
  • Rows need a date and an amount to project; free-form tables without them will not map.
  • Layerz models your data, it does not replace Airtable as the operational source of truth.

How to connect Airtable

  1. 1

    Open Sources

    In the Layerz web app, open your model and go to Sources.

  2. 2

    Add the Airtable connector

    Add a connector and pick Airtable.

  3. 3

    Enter your access details

    Paste a personal access token (read scope is enough), the base ID and the table ID or name. A view ID is optional if you want a filtered slice.

  4. 4

    Map your columns

    Tell Layerz which columns hold the date, the amount and the category. The mapping is saved on the connection and drives every sync.

  5. 5

    Land the actuals branch

    Layerz classifies each row through your mapping rules and lands the figures as an actuals branch. Sync whenever the base moves.

Prefer to let Claude do it? With the MCP plugin, ask your agent to connect the base and author the column mapping for you.

FAQ

What does Layerz read from Airtable?
Only the table (or view) you point it at. Rows are staged, normalised through your column mapping and classified by your mapping rules.
Can it write back to my base?
No. Layerz only reads. A read-scoped personal access token is all it needs.
My base is not accounting data. Does it still work?
Yes, as long as rows carry a date and an amount: a sales pipeline, an invoice tracker, a spend log all project fine.
Can Claude set it up for me?
Yes. The Layerz MCP plugin lets Claude connect the base, author the field mapping and land the actuals from the chat.

Your Airtable rows, in a model that reconciles.

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Last updated July 2026