From 0861ef4eb5089ea266638a37063c689fc72eb89f Mon Sep 17 00:00:00 2001 From: Gary Guangyu Li Date: Wed, 5 Aug 2026 17:35:00 +0800 Subject: [PATCH] docs: generalize Connect Everything migration guide --- docs.json | 12 ++- en/basic/ai/ai-chat.mdx | 2 +- en/basic/base.mdx | 4 +- .../migrate-data-with-connect-everything.mdx | 49 ++++++++++ en/basic/base/migrate-from-airtable.mdx | 95 ------------------- en/basic/table/import.mdx | 4 +- zh/basic/ai/ai-chat.mdx | 2 +- zh/basic/base.mdx | 4 +- .../migrate-data-with-connect-everything.mdx | 49 ++++++++++ zh/basic/base/migrate-from-airtable.mdx | 95 ------------------- zh/basic/table/import.mdx | 4 +- 11 files changed, 118 insertions(+), 202 deletions(-) create mode 100644 en/basic/base/migrate-data-with-connect-everything.mdx delete mode 100644 en/basic/base/migrate-from-airtable.mdx create mode 100644 zh/basic/base/migrate-data-with-connect-everything.mdx delete mode 100644 zh/basic/base/migrate-from-airtable.mdx diff --git a/docs.json b/docs.json index 46fab50..19f803c 100644 --- a/docs.json +++ b/docs.json @@ -28,6 +28,14 @@ } }, "redirects": [ + { + "source": "/en/basic/base/migrate-from-airtable", + "destination": "/en/basic/base/migrate-data-with-connect-everything" + }, + { + "source": "/zh/basic/base/migrate-from-airtable", + "destination": "/zh/basic/base/migrate-data-with-connect-everything" + }, { "source": "/en/about", "destination": "/en/basic/ai/overview" @@ -226,7 +234,7 @@ "group": "Base", "pages": [ "en/basic/base", - "en/basic/base/migrate-from-airtable", + "en/basic/base/migrate-data-with-connect-everything", { "group": "Table", "pages": [ @@ -583,7 +591,7 @@ "group": "数据库", "pages": [ "zh/basic/base", - "zh/basic/base/migrate-from-airtable", + "zh/basic/base/migrate-data-with-connect-everything", { "group": "表格", "pages": [ diff --git a/en/basic/ai/ai-chat.mdx b/en/basic/ai/ai-chat.mdx index 04ab40f..d29870c 100644 --- a/en/basic/ai/ai-chat.mdx +++ b/en/basic/ai/ai-chat.mdx @@ -34,7 +34,7 @@ When you paste a long block of plain text, Teable converts it to a Markdown atta - **Intelligence**: Choose the **Intelligence** level separately in the model menu. It controls thinking depth; higher levels produce more thorough reasoning. - **Secrets**: Open the **+** menu and choose **Secrets** to store API keys or other credentials for AI Chat. AI Chat can read these values as environment variables. Saved values are write-only; enter a new value to update a secret. - **Integrations**: When AI needs access to a third-party account, it can show a card such as **Connect Slack** in the conversation. Click **Connect** to authorize with OAuth. Click **Skip** to cancel this authorization; AI continues with the parts it can complete without that connection. -- **Skills**: Open the **+** menu and choose **Skills** to import, enable, disable, or try skills in the current chat context. Personal skills are only available to you. Current base skills are shared with collaborators in the current base. Type `/` in the input box to choose an enabled skill. To migrate an Airtable base, follow the [Connect Everything migration guide](/en/basic/base/migrate-from-airtable). +- **Skills**: Open the **+** menu and choose **Skills** to import, enable, disable, or try skills in the current chat context. Personal skills are only available to you. Current base skills are shared with collaborators in the current base. Type `/` in the input box to choose an enabled skill. To migrate data from Airtable, Baserow, NocoDB, SmartSuite, or another system, follow the [Connect Everything migration guide](/en/basic/base/migrate-data-with-connect-everything). - **Manage files**: Open **+** → **More** → **Manage files** to view files in the current chat sandbox. You can preview supported files, download files, or delete files and folders you no longer need. A conversation must exist before its files can be managed. - **Queued messages**: If you send another message while AI is still working, the message is queued. Queued items show the same table, view, attachment, and selection chips as the chat input. Use **Edit** to move a queued item back into the input, **Send follow-up without interrupting** to add a text follow-up to the current run when that action is available, or **Remove** to delete it from the queue. Items that cannot be sent as follow-ups stay queued until the current run finishes. diff --git a/en/basic/base.mdx b/en/basic/base.mdx index 2789ec5..5609a08 100644 --- a/en/basic/base.mdx +++ b/en/basic/base.mdx @@ -70,8 +70,8 @@ If you have the required Space permissions, you can move a base to another Space ## Import and Export Bases - - Use Teable AI Chat to create a migration plan and move token-accessible Airtable data, table structure, field types, and relationships into Teable. + + Use AI Chat to migrate Airtable, Baserow, NocoDB, SmartSuite, and other systems into Teable. ### Import Base (Data Migration) diff --git a/en/basic/base/migrate-data-with-connect-everything.mdx b/en/basic/base/migrate-data-with-connect-everything.mdx new file mode 100644 index 0000000..d1ea7e2 --- /dev/null +++ b/en/basic/base/migrate-data-with-connect-everything.mdx @@ -0,0 +1,49 @@ +--- +title: "Migrate Airtable, Baserow, NocoDB, SmartSuite, and More" +description: "Use Teable AI Chat and Connect Everything to migrate data, tables, fields, and relationships from Airtable, Baserow, NocoDB, SmartSuite, and other systems into Teable." +keywords: + - migrate Airtable to Teable + - migrate Baserow to Teable + - migrate NocoDB to Teable + - migrate SmartSuite to Teable + - Connect Everything migration + - AI database migration +--- + +Use **Connect Everything** in [Teable AI Chat](/en/basic/ai/ai-chat) to migrate data from Airtable, Baserow, NocoDB, SmartSuite, and other systems into Teable. + +Connect Everything is not limited to a fixed list of platforms. If the source can be accessed through an API, token, or other authorized connection, Teable AI can inspect the available data and help move it into Teable. + +## How to migrate data + + + + Open the target Teable base and launch [Teable AI Chat](/en/basic/ai/ai-chat). + + + Type `/` and select the **Connect Everything** skill. + + + Provide the API endpoint, token, or other credentials required to access the source system. + + + Tell Teable AI what to migrate and where to place it, then review the result. + + + +Depending on what the source makes available, Teable AI can migrate: + +- Data and records +- Tables and table structure +- Field names and field types +- Relationships between tables + +## Airtable example + +In [**Teable AI Chat**](/en/basic/ai/ai-chat), type `/` and select the **Connect Everything** skill, then provide your Airtable Token. Teable AI can use that authorized connection to migrate all token-accessible data, table structure, field types, and relationships into Teable, so you do not have to rebuild the workspace manually. + +The same workflow applies to Baserow, NocoDB, SmartSuite, and other sources. Replace the Airtable Token with the connection details required by the source platform. + + +Migration coverage depends on the source API and the permissions granted to the connection. Review the migrated data before switching production workflows. + diff --git a/en/basic/base/migrate-from-airtable.mdx b/en/basic/base/migrate-from-airtable.mdx deleted file mode 100644 index bc84f1d..0000000 --- a/en/basic/base/migrate-from-airtable.mdx +++ /dev/null @@ -1,95 +0,0 @@ ---- -title: "Migrate from Airtable" -description: "Migrate an Airtable base to Teable with AI Chat and the Connect Everything skill." ---- - -Use **Connect Everything** in Teable AI Chat to inspect an Airtable base, create a migration plan, and bring token-accessible data and structure into Teable. - - -This is the recommended path when you want an AI-guided Airtable migration. If you prefer the built-in account connection and import dialog, see [Import from Airtable](/en/basic/table/import#import-from-airtable). - - -## What Connect Everything can migrate - -With an authorized Airtable Token, Teable AI can migrate the Airtable content the token can access, including: - -- Tables and table structure -- Field names and field types -- Records and record values -- Relationships between linked tables - -The exact result depends on the Airtable API, the token's scopes and resource access, and the features used in the source base. Review views, formulas, attachments, interfaces, automations, extensions, scripts, permissions, and third-party integrations after the core migration. - -## Before you start - -1. Create or open the Teable base that will receive the migrated data. -2. Create an [Airtable Personal Access Token](https://airtable.com/create/tokens) with read access to the bases you want to migrate. The token must be able to read base schema and records. -3. Inventory the source base, including tables, fields, linked records, views, formulas, attachments, automations, interfaces, and integrations. -4. Choose a representative base for the first test. Avoid starting with the simplest base or the most business-critical one. - - -An Airtable Token grants access to the Airtable resources and scopes you select. Use the smallest required scope, do not share the token with other users, and revoke it after migration. - - -## Migrate with Connect Everything - - - - Open a table or view in the target Teable base, then click the Cuppy icon in the top-right corner. - - - Type `/` in the input box and select **Connect Everything**. If it is not listed, open **+ → Skills**, enable the skill, and return to the input box. - - - Provide the Airtable Token when the skill asks for it. To keep the token out of message text, open **+ → Secrets**, save it as a write-only secret, and tell the skill which secret to use. - - - Ask Teable AI to inspect the accessible Airtable base and show a migration plan before writing data. Confirm the source base, target base, tables, field types, relationships, record counts, and migration order. - - - Approve the plan. Keep AI Chat open while the task is running. For a large base, ask the skill to use the maximum safe write throughput and migrate in visible batches with a clear result after each batch. - - - Complete the validation checklist below. After the migration is accepted, revoke the Airtable Token. - - - -You can start with this prompt: - -```text -Use the authorized Airtable connection to inspect the Airtable base and create a migration plan for this Teable base. Include all token-accessible tables, field types, records, and relationships. Show the plan before writing data. If the data volume is large, use the maximum safe write throughput and work in visible batches. -``` - -## Validate the migrated base - -Do not switch the system of record until the migrated base passes a representative validation: - -- Compare table, field, and record counts. -- Check field types and sample values, especially dates, selects, formulas, and attachments. -- Verify linked-record direction and relationship integrity. -- Compare important views, filters, sorts, groups, and computed values. -- Rebuild and test automations, interfaces, extensions, scripts, and external integrations where required. -- Review collaborators, sharing links, permissions, and sensitive-data access. -- Run a read-only parallel test before changing production workflows. - - -Test one representative base first, document anything that needs manual adjustment, then reuse that checklist for the remaining bases. - - -## Use the built-in Airtable importer instead - -Use the built-in [Airtable importer](/en/basic/table/import#import-from-airtable) when Airtable integration is configured for your Teable instance and you prefer a guided import dialog. It can import records and attachments and can optionally import view filters, sorts, and grouping with a read-only Airtable shared-base link. - -## FAQ - - - - Yes. Connect Everything can use the authorized Airtable connection to migrate token-accessible data, table structure, field types, and relationships into Teable. Review the result because features outside the accessible Airtable API may still need to be recreated. - - - Migration coverage depends on the token's scopes and resource access, the Airtable API, and the features used in the source workspace. Validate views, formulas, attachments, interfaces, automations, extensions, scripts, permissions, and integrations before treating the migration as complete. - - - Revoke it after the migration has finished and you have reviewed the result. If you need another migration pass later, create or reauthorize a token with only the required scopes and base access. - - diff --git a/en/basic/table/import.mdx b/en/basic/table/import.mdx index 12a8495..dd742e6 100644 --- a/en/basic/table/import.mdx +++ b/en/basic/table/import.mdx @@ -6,8 +6,8 @@ description: "Import CSV, Excel, or Airtable data into Teable." {/* mintlify-resync: 2026-05-14 */} Use import to initialize a new table, append new data to an existing table, or bring tables from Airtable into a Teable base. You can also choose **Import from Airtable** when importing a base. - - Use Teable AI Chat to inspect an Airtable base, create a migration plan, and migrate token-accessible data, table structure, field types, and relationships. This is the recommended AI-guided migration path. + + Use Connect Everything in AI Chat to migrate Airtable, Baserow, NocoDB, SmartSuite, and other systems into Teable. diff --git a/zh/basic/ai/ai-chat.mdx b/zh/basic/ai/ai-chat.mdx index 10dc514..b1ada94 100644 --- a/zh/basic/ai/ai-chat.mdx +++ b/zh/basic/ai/ai-chat.mdx @@ -34,7 +34,7 @@ AI 会优先参考你当前页面中的信息： - **智能**：在模型菜单中单独选择 **智能** 级别，用于控制 AI 的思考强度；级别越高，推理越深入。 - **密钥管理**：打开 **+** 菜单，选择 **密钥管理**，保存 API Key 或其他凭证。AI 对话运行时可通过环境变量读取这些值。已保存的值不会明文展示；需要修改时，输入新值覆盖即可。 - **集成连接**：当 AI 需要访问第三方账号时，会在对话中显示类似 **连接 Slack** 的卡片。点击 **连接** 可通过 OAuth 授权；点击 **跳过** 会取消本次授权，AI 会在不使用该连接的情况下继续处理可完成的部分。 -- **技能**：打开 **+** 菜单，选择 **技能**，可以在当前对话上下文中导入、启用、停用或试用技能。个人技能仅自己可用；当前数据库技能会与当前数据库内协作者共用。在输入框中输入 `/`，可以选择已启用的技能。从 Airtable 迁移数据库时，请参阅 [Connect Everything 迁移指南](/zh/basic/base/migrate-from-airtable)。 +- **技能**：打开 **+** 菜单，选择 **技能**，可以在当前对话上下文中导入、启用、停用或试用技能。个人技能仅自己可用；当前数据库技能会与当前数据库内协作者共用。在输入框中输入 `/`，可以选择已启用的技能。从 Airtable、Baserow、NocoDB、SmartSuite 或其他系统迁移数据时，请参阅 [Connect Everything 迁移指南](/zh/basic/base/migrate-data-with-connect-everything)。 - **文件管理**：打开 **+** → **更多** → **文件管理**，可以查看当前对话沙箱中的文件。可以预览支持的文件类型、下载文件，也可以删除不再需要的文件或文件夹。需要先开始一段对话，才会有对应文件可管理。 - **排队消息**：如果 AI 仍在工作时继续发送消息，新消息会进入队列。排队项会像输入框一样显示表格、视图、附件和选区标签。可以点击 **编辑** 把排队项移回输入框；当 **发送补充，不中断模型运行** 可用时，可将纯文本补充发送给当前任务；也可以点击 **移除** 从队列删除。无法作为补充发送的排队项，会等当前任务结束后再继续发送。 diff --git a/zh/basic/base.mdx b/zh/basic/base.mdx index 0d35df5..bcc9cf2 100644 --- a/zh/basic/base.mdx +++ b/zh/basic/base.mdx @@ -70,8 +70,8 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te ## 导入和导出数据库 - - 通过 Teable AI 对话生成迁移计划，并将 Token 可访问的 Airtable 数据、表结构、字段类型和数据关系迁移到 Teable。 + + 使用 AI 对话，将 Airtable、Baserow、NocoDB、SmartSuite 等系统迁移到 Teable。 ### 导入数据库（数据迁移） diff --git a/zh/basic/base/migrate-data-with-connect-everything.mdx b/zh/basic/base/migrate-data-with-connect-everything.mdx new file mode 100644 index 0000000..7999a31 --- /dev/null +++ b/zh/basic/base/migrate-data-with-connect-everything.mdx @@ -0,0 +1,49 @@ +--- +title: "迁移 Airtable、Baserow、NocoDB、SmartSuite 及更多系统" +description: "使用 Teable AI 对话和 Connect Everything，将 Airtable、Baserow、NocoDB、SmartSuite 等系统中的数据、表格、字段和关联迁移到 Teable。" +keywords: + - Airtable 迁移到 Teable + - Baserow 迁移到 Teable + - NocoDB 迁移到 Teable + - SmartSuite 迁移到 Teable + - Connect Everything 迁移 + - AI 数据库迁移 +--- + +在 [Teable AI 对话](/zh/basic/ai/ai-chat)中使用 **Connect Everything**，可以把 Airtable、Baserow、NocoDB、SmartSuite 以及其他系统中的数据迁移到 Teable。 + +Connect Everything 不受固定平台列表限制。只要源系统可以通过 API、Token 或其他授权连接访问，Teable AI 就可以读取可用数据，并帮助迁移到 Teable。 + +## 如何迁移数据 + + + + 打开目标 Teable 数据库，并启动 [Teable AI 对话](/zh/basic/ai/ai-chat)。 + + + 输入 `/`，选择 **Connect Everything** 技能。 + + + 提供访问源系统所需的 API 地址、Token 或其他授权信息。 + + + 告诉 Teable AI 要迁移哪些内容、写入哪里，然后检查迁移结果。 + + + +根据源系统能够提供的内容，Teable AI 可以迁移： + +- 数据和记录 +- 表格和表结构 +- 字段名称和字段类型 +- 表格之间的数据关系 + +## Airtable 示例 + +在 [**Teable AI 对话**](/zh/basic/ai/ai-chat)中输入 `/`，选择 **Connect Everything** 技能，然后提供 Airtable Token。Teable AI 可以通过该授权连接，将 Token 可访问的全部数据、表结构、字段类型和数据关系迁移到 Teable，因此无需手工重建整个工作区。 + +Baserow、NocoDB、SmartSuite 和其他数据源也可以使用相同流程，只需将 Airtable Token 替换为源平台所需的连接信息。 + + +实际迁移范围取决于源系统 API 和连接获得的权限。切换正式生产流程前，请先检查迁移结果。 + diff --git a/zh/basic/base/migrate-from-airtable.mdx b/zh/basic/base/migrate-from-airtable.mdx deleted file mode 100644 index 1c7c674..0000000 --- a/zh/basic/base/migrate-from-airtable.mdx +++ /dev/null @@ -1,95 +0,0 @@ ---- -title: "从 Airtable 迁移" -description: "通过 Teable AI 对话和 Connect Everything 技能，将 Airtable Base 迁移到 Teable。" ---- - -在 Teable AI 对话中使用 **Connect Everything**，可以分析 Airtable Base、生成迁移计划，并把 Token 可访问的数据和结构迁移到 Teable。 - - -需要 AI 引导完成 Airtable 迁移时，推荐使用这种方式。如果更希望通过账号连接和导入窗口操作，请参阅[从 Airtable 导入](/zh/basic/table/import#从-airtable-导入)。 - - -## Connect Everything 可以迁移什么 - -获得 Airtable Token 授权后，Teable AI 可以迁移 Token 有权访问的 Airtable 内容，包括： - -- 表格和表结构 -- 字段名称与字段类型 -- 记录和记录值 -- 关联表格之间的数据关系 - -实际结果取决于 Airtable API、Token 的 Scope 和资源访问范围，以及源 Base 使用的功能。核心数据迁移后，还需要检查视图、公式、附件、Interface、自动化、Extension、脚本、权限和第三方集成。 - -## 开始前的准备 - -1. 创建或打开用于接收迁移数据的 Teable 数据库。 -2. 创建 [Airtable Personal Access Token](https://airtable.com/create/tokens)，并授予需要迁移的 Base 只读访问权限。Token 至少需要读取 Base Schema 和记录。 -3. 盘点源 Base 中的表格、字段、关联记录、视图、公式、附件、自动化、Interface 和集成。 -4. 首次测试选择一个具有代表性的 Base，不要从最简单或最关键的生产 Base 开始。 - - -Airtable Token 可以访问所选 Scope 和资源。仅授予迁移所需的最小权限，不要与其他用户共享 Token，并在迁移完成后撤销。 - - -## 使用 Connect Everything 迁移 - - - - 在目标 Teable 数据库中打开任意表格或视图，然后点击右上角的 Cuppy 图标。 - - - 在输入框中输入 `/`，选择 **Connect Everything**。如果列表中没有该技能，打开 **+ → 技能**，启用技能后返回输入框。 - - - 当技能请求授权时提供 Airtable Token。如果不希望在消息正文中输入 Token，可以打开 **+ → 密钥管理**，将 Token 保存为不可读取的密钥，并告诉技能使用哪个密钥。 - - - 让 Teable AI 先分析可访问的 Airtable Base，并在写入数据前展示迁移计划。确认源 Base、目标数据库、表格、字段类型、数据关系、记录数量和迁移顺序。 - - - 确认计划后开始执行。任务运行时保持 AI 对话处于打开状态。对于大型 Base，让技能使用安全范围内的最大写入吞吐量，按可见批次迁移，并在每个批次结束后给出明确结果。 - - - 完成下面的迁移检查清单。确认迁移结果后，撤销 Airtable Token。 - - - -可以使用以下提示词开始： - -```text -使用已授权的 Airtable 连接分析 Airtable Base，并为当前 Teable 数据库创建迁移计划。计划需要包含 Token 可访问的全部表格、字段类型、记录和数据关系。写入数据前先展示计划。如果数据量较大，请使用安全范围内的最大写入吞吐量，并按可见批次执行。 -``` - -## 检查迁移结果 - -在切换正式使用的系统之前，至少完成一次有代表性的迁移检查： - -- 对比表格、字段和记录数量。 -- 检查字段类型和抽样数据，重点关注日期、单选/多选、公式和附件。 -- 检查关联记录的方向和关系完整性。 -- 对比重要视图、筛选、排序、分组和计算结果。 -- 按需重建并测试自动化、Interface、Extension、脚本和外部集成。 -- 检查协作者、共享链接、权限和敏感数据访问范围。 -- 在切换生产流程前，先进行并行只读测试。 - - -先测试一个有代表性的 Base，记录需要人工调整的内容，再将检查清单用于其余 Base。 - - -## 改用内置 Airtable 导入 - -如果 Teable 实例已配置 Airtable 集成，并且更希望使用导入窗口，可以使用内置的 [Airtable 导入](/zh/basic/table/import#从-airtable-导入)。该方式可以导入记录和附件；提供只读 Airtable 共享 Base 链接后，还可以选择导入视图的筛选、排序和分组。 - -## 常见问题 - - - - 不需要。Connect Everything 可以通过 Airtable 授权连接，将 Token 可访问的数据、表结构、字段类型和数据关系迁移到 Teable。由于 Airtable API 无法访问的功能可能仍需重建，请在迁移后检查结果。 - - - 迁移范围取决于 Token 的 Scope 和资源访问权限、Airtable API，以及源工作区使用的功能。将迁移标记为完成前，请检查视图、公式、附件、Interface、自动化、Extension、脚本、权限和集成。 - - - 迁移完成并检查结果后立即撤销。如果以后需要再次迁移，请重新创建或授权一个只包含必要 Scope 和 Base 访问权限的 Token。 - - diff --git a/zh/basic/table/import.mdx b/zh/basic/table/import.mdx index c0e662d..7ac1e04 100644 --- a/zh/basic/table/import.mdx +++ b/zh/basic/table/import.mdx @@ -6,8 +6,8 @@ description: "将 CSV、Excel 或 Airtable 数据导入 Teable。" {/* mintlify-resync: 2026-05-14 */} 导入可用于快速初始化新表格，将新数据追加到已有表格，也可以把 Airtable 中的表导入到 Teable 数据库。也可以在导入数据库中选择 **从 Airtable 导入**。 - - 通过 Teable AI 对话分析 Airtable Base、生成迁移计划，并迁移 Token 可访问的数据、表结构、字段类型和数据关系。这是推荐的 AI 引导迁移路径。 + + 在 AI 对话中使用 Connect Everything，将 Airtable、Baserow、NocoDB、SmartSuite 等系统迁移到 Teable。