Hi there,
I am creating a donor management base in Airtable. Small community org - please help! This will all take place in the same Airtable base.
- Table 1 lists every individual donation
- Table 2 is intended to have a list of each donor (some donors donate multiple times).
My goals:
- First I want to tackle all of the past donations and create a new record for each donor in Table 2. I am not able to go through each one manually because there are over 2,500 donations. And I’m not able to copy and paste because that would create duplicate records from the people who donated multiple times.
- Once I’m caught up to the present, I want to create a search and update Zap in Airtable for all future incoming donations.
- When a record in Table 1 is created, I want a Zap to search Table 2 to see if that record exists (preferably by email AND name, since some donors do not list their email). If the donor record does exist in Table 2, then Zap would update the Table 2 record to include this donor’s most recent donation.
- If this is a first time donor and the record does not exist, then I would like the Zap to create a new record in Table 2.
- Lastly, I want to create a rollup field in Table 2 - from values in Table 1 - to calculate the total amount of money someone has donated. However, I don’t know how to do this since I can’t manually link each individual record because there are so many.
Grateful for any tips to support this newbie Zapper.