Tables Management

Create, import, and manage your data tables — flexible, powerful, and easy to use.

Table of Contents

· [Create a New Table](#create-a-new-table)

· [Import Table from File](#import-table-from-file)

· [Upload Data into an Existing Table](#upload-data-into-an-existing-table)

· [Table Actions](#table-actions)

· [Table Details](#table-details)

Create a New Table

To create a table from scratch:

1. Click + Create New in the left sidebar

2. Select Table from the dropdown menu

3. *(Optional)* Enter a name for the table in the modal

4. *(Optional)* Use Add Description to include additional context

5. Click Create Table to complete the setup

💡 TIP: When you create a new table, the system automatically generates 3 default fields: **Title** (Single line text), **Created Time**, and **Last Modified Time**. You can customize or remove them afterward.

Import Table from File

You can create a new table by importing data from external files:

Supported Formats

Format	Description
CSV	Comma-separated values files
Excel	.xlsx or .xls files
JSON	JSON array files

Import Steps

6. Click + Create New in the sidebar

7. Select Import from the dropdown menu

8. Choose the file format (CSV, Excel, or JSON)

9. Drag & drop the file or click Browse to select

10. Preview the data structure and auto-detected field types

11. *(Optional)* Adjust field names and data types as needed

12. Click Import to complete

📝 NOTE: The system automatically detects data types (Text, Number, Date...) for each column. Review and adjust before importing for the best results.

Upload Data into an Existing Table

In addition to creating new tables from files, you can also upload additional data into an existing table:

13. Open the table you want to add data to

14. Click the ⋯ (menu) icon in the table header

15. Select Upload Data

16. Choose the file (CSV, Excel, JSON) to upload

17. Map the file columns to existing fields in the table

18. Click Import to add the data

🚨 WARNING: When uploading data into an existing table, ensure the file structure matches the table's fields. Mismatched data will be skipped or may cause errors.

Table Actions

Rename a Table

19. Right-click on the table name in the sidebar

20. Select Rename

21. Enter the new name and press Enter

Duplicate a Table

22. Right-click the table in the sidebar

23. Select Duplicate

24. Choose duplication options:

· Include Records: Copy all data

· Include Views: Copy all configured views

Delete a Table

25. Right-click the table in the sidebar

26. Select Delete

27. Confirm deletion in the dialog

🛑 CAUTION: Deleting a table permanently removes all records, fields, and views within it. This action cannot be undone. Always back up your data before deleting.

Table Details

Each table has a Table Details page displaying technical information and configuration:

Fields Tab

View and manage all fields in the table:

· Field name and data type

· Add, edit, or delete fields

· Reorder fields

Relations Tab

View relationships between the current table and other tables:

· Incoming and outgoing links

· Lookup and Rollup references

API Snippet

View sample code for interacting with the table via REST API:

· List records

· Create a new record

· Update a record

· Delete a record

Webhooks

Configure webhooks to receive automatic notifications when data changes:

Event	Description
After Insert	When a new record is created
After Update	When a record is updated
After Delete	When a record is deleted

Webhook Configuration:

28. Go to Table Details → Webhooks tab

29. Click Create Webhook

30. Select the trigger event (Insert/Update/Delete)

31. Enter the receiving URL endpoint

32. *(Optional)* Configure headers and filtering conditions

33. Click Save

💡 TIP: Combine Webhooks with ClickAI Workflows to automatically process data on changes. For example: send a confirmation email when a new order arrives, or update your CRM when a new lead is added.