How can I reference data across documents and workspaces?

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1

I have 4 workspaces, as I divide between my clients.
In my master workspace, I use common data (eg Country list).
How can I use that data as Reference in a document in a different workspace?

Currently I maintain the same table copied in different workspaces/documents, but would be good to have a single source of truth to avoid mistakes.

2

You can’t reference across documents. What you really need is to combine your documents into one and use Access Rules to hide sensitive data from the appropriate clients.

3

Thanks.
Understand this would be the way to go, but the business risk of exposing data from one client to another because of a misconfigured access rule is too great. In that case, I prefer continuing with my approach, where the risk is more limited (eg data not consistent across reference tables).
I’ll think about it… perhaps I can just run a script regularly to ensure data is the same in my reference tables in each workspace (perhaps the sync_tables method could be useful, haven’t played with it yet)

4

Has anything changed in terms of this capability? I’d love to be able to set up common tables in a single location that can be used in other documents.

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5

haven´t tried it yet, but only thing I guess can be done by now is to set automations with n8n or zapier etc, to keep some reference tables the same across multiple documents.

6

just TEST and TEST and TEST. First duplicate the document, replace with fake data then test.

DOn´t forget to test the EXPORTS too (like in Excel).

every row in ALL of your tables will need a reference to a company and all users will need to refer to that company

if a user is not configured to a specific company, he should see NOTHING.