This script checks all imported transactions that do not have a “Paid To?” Single Select value (ie, I have not yet matched them to a pretty colored Single Select value yet) to see if I have assigned the import name to a value yet. Those match values that I’ve assigned are stored in another table, so that they persist from one run of the Scripting Block to the next.

If the script finds a match between the import name on the Transaction and the name of a Match record, then it gets the Single Select value for the Match and assigns it to the transaction. It then notifies me, at the end, of how many matches it auto-assigned for me.

If the script does not find a match for the import name of the Transaction, then it assumes that a Match record does not exist for that import name yet – so it creates a Match record for me, and notifies me, at the end, of how many new Match records I need to go make a matching Single Select value for.

Once the script is run, if I have new Match records created, I can go assign them a Single Select value. Often, the Single Select value already exists (a vendor or company I already have matched against with a different import name), so I just assign it the existing Single Select value. If this is an entirely new vendor or company, I assign a new Single Select value, and then add that same Single Select value to the “Paid To?” field in the Transactions table as well.


To see the full written tutorial of how to script works and how to use it click here.

To see the script in action in an Airtable Universe base check this out.