Step 2: Connect Airtable IDs and Fetch the Upload Record

Define your base and table identifiers, then retrieve the full upload record using the incoming record ID from the trigger.

1. In Define Base Identifiers, set the fields:
   Base ID to =[YOUR_ID], Upload Table ID to =[YOUR_ID], and Lead Table ID to =[YOUR_ID].
2. Open Fetch Upload Record and set Operation to get.
3. Set ID to {{ $node["Airtable Upload Trigger"].json["id"] }}.
4. Set Base to {{ $item("0").$node["Define Base Identifiers"].json["Base ID"] }} and Table to {{ $item("0").$node["Define Base Identifiers"].json["Upload Table ID"] }}.
5. Credential Required: Connect your airtableTokenApi credentials.

Step 3: Mark Processing and Retrieve the File

Update the upload record status and download the attached CSV file for parsing.

1. Open Mark Processing State and confirm Method is PATCH.
2. Set URL to https://api.airtable.com/v0/{{ $item("0").$node["Define Base Identifiers"].json["Base ID"] }}/{{ $item("0").$node["Define Base Identifiers"].json["Upload Table ID"] }}.
3. Set JSON Body to { "records":[{ "id":"{{ $node["Fetch Upload Record"].json["record_id"] }}", "fields":{"Status":"Processing"} }] }.
4. Credential Required: Connect your airtableTokenApi credentials.
5. In Retrieve File, set URL to {{ $node["Fetch Upload Record"].json["File"]["0"]["url"] }} and keep the response format as a file.

Step 4: Parse the CSV and Handle Campaign Logic

Convert the CSV to structured data and decide whether to pass a campaign field into each lead record.

1. In Parse Spreadsheet, set Binary Property Name to data and keep Header Row enabled.
2. Open Check Campaign Present and set the condition to isNotEmpty with Value 1 set to {{ $item("0").$node["Fetch Upload Record"].json["Campaign"]["0"] }}.
3. Configure Set Campaign Field with a field named Campaign and set its value to "Campaigns":["{{ $item("0").$node["Fetch Upload Record"].json["Campaign"]["0"] }}"],.
4. Configure Clear Campaign Field with an empty Campaign field to remove the campaign payload when none exists.

Step 5: Configure Lead Creation and Status Updates

Push parsed rows into your lead table and update the upload status to reflect success or failure.

1. In Create Lead Entries, set Method to POST and URL to https://api.airtable.com/v0/{{ $item("0").$node["Define Base Identifiers"].json["Base ID"] }}/{{ $item("0").$node["Define Base Identifiers"].json["Lead Table ID"] }}.
2. Keep batching enabled and set Batch Size to 8.
3. Set JSON Body to the provided template, including {{ $json["FirstName"] }}, and the optional campaign injection {{ $json["Campaign"] }}.
4. Credential Required: Connect your airtableTokenApi credentials.
5. In Mark Upload Complete, keep Method as PATCH and set the JSON Body status to Uploaded.
6. Credential Required: Connect your airtableTokenApi credentials.

Step 6: Add Error Handling

This workflow routes failures from lead creation to an Airtable status update, ensuring upload failures are logged.

1. Confirm Create Lead Entries has error output enabled (Continue on Fail is set via continueErrorOutput).
2. Open Mark Upload Failed and verify the JSON Body sets "Status":"Failed".
3. Credential Required: Connect your airtableTokenApi credentials.
4. Ensure the error output from Create Lead Entries is connected to Mark Upload Failed.

Step 7: Test and Activate Your Workflow

Run a manual test with a real CSV upload to validate end-to-end behavior before activating.

1. Click Execute Workflow and add a new record with a CSV file in the Airtable upload table.
2. Verify Mark Processing State updates the record to Processing and that Retrieve File downloads the file.
3. Confirm leads are created by Create Lead Entries and the upload record is updated to Uploaded by Mark Upload Complete.
4. If errors occur, verify Mark Upload Failed sets the status to Failed.
5. When satisfied, switch the workflow to Active for production use.