Coda
Support avatar
Written by Support
Updated over a week ago

How to Authorize Coda in Flatly

This is a one-time manual setup per Doc, after which the data sync will be automatic.

Setup time: approximately 10 minutes

Important Note: This setup process is fairly challenging. It is currently the ONLY practical way that Coda tables can be created for use in conjunction with any ETL / comprehensive data sync / data integration solution, including, but not limited to Flatly. If the opportunity arises in the industry to simplify it, we will pursue that opportunity.

Step 1:

For now, cancel the Coda authorization prompt in Flatly and select any other Data Destination that supports the CSV Format (OneDrive, Google Drive, Dropbox, etc.)

Select CSV as your File Format in your job's Advanced Settings.

Run the sync job in Flatly and inspect the outputted CSV.

Step 2:
Open Coda and create a new Doc:

Select Import from CSV at the bottom:

Click CSV.

On the next page, turn on slider for "CSV file has column names"

Select the CSV file outputted by Flatly and complete the Doc generation steps.

Step 3:

Return to Flatly in a separate browser tab and create a new job, like "Job2" by using the selector at the top center of the the page.

Select your Data Source and then select Coda as your Data Destination.

Get your API Token from Coda which can be created here, under "API SETTINGS":

Step 4:

Authorize Coda with the following:

API Token:

This is the API Token you generated at Coda in Step 3.

ID of Existing Doc:

When looking at your Doc (which you created in Step 2) in Coda, pay close attention to the URL in your browser, and copy everything after the _d and before the last forward slash ("/")

In this example, after the _d is: zDmW1pLgS-

Enter this ID as your ID of Existing Doc

Name of Existing Table:

Enter the name of your Table, which can be renamed in Coda at any time.

Done.

Flatly will refresh this table when you run your jobs, as long as at least 1 column heading in your Coda table matches at least 1 column heading in the data coming from your Data Source in Flatly.

Did this answer your question?