Name: How to Set Up and Customize Your Customer Portal with Airtable
Uploaded: 2025-09-07
Description: How to Set Up and Customize Your Customer Portal with Airtable

How to Set Up and Customize Your Customer Portal with Airtable

Introduction and Overview

Connecting Airtable Data Source

Creating Airtable Access Token

Mapping Airtable Tables and Fields

Setting Up Task and Customer ID Fields

Linking Customer ID Records in Airtable

Testing Connection and Data Load

Previewing Customer Portal

Customizing Portal Settings

Adding Banner, Colors, and Buttons

Danielle Stephanie provides a step-by-step tutorial on setting up a customer portal using Airtable as the data source. She demonstrates how to create and connect an Airtable personal access token, map necessary fields between Airtable and the portal, and customize the portal's appearance and functionality with banners, brand colors, and buttons. The video emphasizes the ease of integration and customization to allow customers to view tasks related to their accounts.