How to Share Your Airtable Base

If your ZenSync plan includes logging escalated tickets into Airtable, we’ll need access to a base where we can create new records. This article explains how to securely grant that access.

Note: This feature is available on Advanced and Pro plans only.

Step-by-Step: How to Share Your Airtable Base

1. Create or Choose a Base
   
   • You can create a new base or select one you already use for support/dev tracking
     
   • We recommend a table with columns like:
     Date, Zendesk Ticket ID, Subject, Priority, Jira Link, Status
     
2. Click “Share” (Top Right Corner)
   
   • Open your Airtable base
     
   • Click the “Share” button in the upper right corner
     
3. Enter the ZenSync Email Address
   
   • In the “Invite by email” field, enter the ZenSync email provided during onboarding (e.g., sync@zensync.io)
     
   • Set permission to Editor
     
4. Click “Send Invite”
   
   • That’s it! We’ll now have access to create new records in the base.
     

Airtable Setup Tips

• Use one table for escalations, or organize by project/workflow as needed
  
• We recommend freezing the first row for headers and avoiding formula-driven fields in columns we write to
  
• Let us know if you’d like to log additional ticket fields — we’ll customize the mapping for you
  

Data Security

ZenSync will only access the base you share with us. We never browse or edit other content in your Airtable workspace.