Retable User Guide
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  • Welcome to Retable
  • 🤩Working with Retable
    • Success in 10 minutes
    • Getting started
    • Workspaces
    • Using projects
    • Managing tables
    • Retable views
    • Sharing with others
    • Addons
  • 👨‍🔧Managing Retable
    • Project chat
    • Organization management
    • Retable templates
    • Notifications
    • History and audit logs
    • Audit logs
  • 🏗️Building apps
    • Integrate with Budibase
  • 🔗Retable API
    • Using the API
    • Integrations
    • 🔜AWS Marketplace Usage Instructions
  • ❓Retable FAQ
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On this page
  • Why Retable?
  • Migrating from Airtable, Excel or Google Sheets
  • Who is Retable for?
  • Video tutorials
  • Roadmap and feature requests
  • Join Discord community
  • Retable Desktop app
  • Retable Chrome extension
  • How to leave a comment, question or suggestion

Welcome to Retable

NextSuccess in 10 minutes

Last updated 11 months ago

Welcome, we are glad you are here!

Retable is a simplified spreadsheet and database application used as an online organization and collaboration tool. Retable is suitable for all types of organizations relying on collaborative working practices.

Retable can be used for a variety of use cases:

  • Collaboration between teams/partners

  • Customer relationship management (CRM)

  • Task management

  • Project management

  • Inventory tracking

  • Managing marketing strategies

  • HR services

  • Managing sales teams

  • Managing individual workloads

Retable is a role and rule-oriented system. It is highly customizable and can be adapted to meet the needs of individual organizations or even different projects within a single entity.

Why Retable?

  • Retable allows you to work on multiple Excel and spreadsheet files at the same time.

  • Data manipulation is quick and easy and resembles Excel and other spreadsheets

  • Several types of views (e.g Kanban, chart, etc) allow you to mix and match components.

  • It has an elegant, easy-to-use visual user interface.

  • Multiple users at the same time can work seamlessly on the same table in real-time.

  • The system can perform data masking on columns.

  • You can edit, manage, and share spreadsheets and data with the business team. No additional coding is required

  • Storing records and keeping everything organized is possible.

  • Performs import and export transactions efficiently. Users can export files in a variety of formats, eliminating a vendor lock-in.

  • Retable has a snapshot history to track all changes.

  • You can chat with other project members without leaving the application

  • Provides simplified Excel / data / table management for those not skilled in using technology.

  • It improves data quality and reduces data correction and cleansing time.

  • It has a great data loading capacity and often works a lot faster than similar applications due to extensive optimizations.

  • Works on all the related data on your table.

  • It allows adding files to a cell using a simple drag and drop method.

Migrating from Airtable, Excel or Google Sheets

Retable provides an easy way to migrate from several file and database formats:

  • Excel (XLS or XLSX)

  • Google Sheets

  • CSV

When you create a new table, you have the option to choose whether to create a new table, or migrate from one of your previous tables, including Airtable.

Who is Retable for?

From HR to marketing, sales to project management and design, Retable has no limits. Any businesses using spreadsheets and/or databases will benefit from choosing Retable as its main spreadsheet solution.

Retable works for every type of project and every type of team, across all business levels and industries. It can be used by staff, clients, consumers and freelancers without the requirement for any technical skills.

Retable is great for:

  • Sales teams: Empower your sales team by putting everything they need, from pipeline tracking to lead management and customer relationship management in one place.

  • Marketing teams: Empower your marketing team with a single platform to generate, share and improve projects and ideas. From social media calendar management to content production timelines, collaborate across data and tasks.

  • Human resources teams: Empower your HR team with advanced data and spreadsheet management tools. From employee onboarding to recruitment tracking and employee engagement surveys, Retable allows you to create an all-in-one HR database.

  • Project management teams: Empower your project management team by helping them organize projects at a glance. From task tracking to contractor timeline management and pipelines, stay on track across all your projects.

  • Creative teams: Empower your creative teams by helping them keep their inspiration and ideas in one place. Consolidate design project pipelines, create visual inspiration tables and collaborate with clients quickly and easily.

Video tutorials

Whether new to Retable or looking to deepen skills, detailed tutorials will guide every step of the way. Our tutorials cover everything from the basics to advanced features, helping you become a Retable expert.

You can easily access Retable academy and Video tutorials from the menu on the left side of your Retable dashboard.

Roadmap and feature requests

Join Discord community

Retable Desktop app

Retable Chrome extension

Chrome Extension will save you from downloading your CSV files to your device and help you view and edit them directly in your browser.

With Retable's CSV Viewer plugin, you can quickly view and edit all CSV files on the internet without even logging in. Also, you can share it with your teammates or save it in the cloud.

Here's a step-by-step guide to view and edit CSV files:

  1. Install Free CSV Viewer & Editor Chrome Extension.

  2. Click "Add to Chrome" button to directly setup the free CSV Viewer and Editor Chrome extension to your browser.

  3. Activate the CSV Viewer and Editor Chrome Extension. You're ready to see and edit all CSV files on the internet without download them.

  4. Go to the website where you want to download the CSV file.

  5. A button automatically will appear next to all CSV files on the website.

  6. By clicking this button, you can easily view the CSVs file in your browser and you do not need to download the CSV files to your device. You can easily view and edit your CSV file in a no login smart online spreadsheet. You can benefit from all the features of Retable when you open your CSV file directly with your CSV viewer extension without downloading it to your computer. So you can edit your CSV file with the capabilities of an intelligent data management tool.

  7. After the .csv file is opened in Spreadsheet, "Set the first row as header?" No or Yes should be selected from the pop-up. If "Yes" is selected, set the first row as header, if "No" is selected, set first row as header.

  8. Click the "Save Retable" button at the top right of your table. When you click the "Save Retable" button you can easily signup to Retable with your Google account. Or, if you already have a Retable account you can directly sign in to your Retable account to save your CSV file. When you click the "Save Retable" button and Sign up to Retable you'll directly redirected to your Retable dashboard.

  9. You can see your imported CSV file directly at the "Externally saved projects" section In your Retable dashboard, you can manage all of your CSV files.

How to leave a comment, question or suggestion

If you want to send your comments, questions or suggestions about Retable, follow the steps below.

  1. While in the table, click the "Feedback" button in the upper right corner of the screen.

  2. Fill in the relevant information via the "Contact us" form that opens.

  3. Then click the "submit" button.

  4. If you want to rearrange the data in your submitted form, click the "Update Your Submission" button.

In the following table, let's give you some basic information about what a workspace, project and table is. For more information about Retable components in general, .

You can check all Retable limits from this

Airtable (for more information, )

You can take a look at all our features in development, completed, to-do and in beta on our roadmap page You enjoy following the developments from

and have the opportunity to talk with other Retable users and its maintainers.

You can also use Retable on a desktop with the help of the Retable desktop application. This application has the same features as the browser app and can run on Windows, Mac and Linux. Try Retable on Desktop by .

extension for free and avoid downloading CSVs. You can watch the video to get an understanding of how it works.

Additionally, you can always , or for a lively discussion.

please see this blog post
link.
see this link
Video tutorials
Retable academy
this link.
Join our Discord community
downloading it here
Install the Retable CSV Viewer
CSV Viewer Chrome Extension
check our roadmap and suggest features
join our Discord community
👋
Page cover image
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What is a Workspace?

A Workspace is an area related to a group of Projects. Projects can fall into similar business-operational categories.

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What is a Project?

Projects are like spreadsheets and can contain a number of Tables. Each project is under a Workspace.

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What is a Table?

Tables are the building blocks of Projects. Each Project can include one or more Tables.