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Setup Affinity Lists
1. Select Affinity List
Select the list you would like to use from your Affinity account:
2. Automatic Sync Settings
You can optionally decide to auto-sync your list at predefined intervals.
Setup Instructions
Setup Deal Flow List
Entity Type: Organizations
✅ Connect your Affinity account Coda Dev Sandbox
✅ Fetch available lists
Organizations
Refresh
✅ Select Deal Flow list Deal Flow
✅ Fetch list fields 9 fields found
Refresh
✅ Assign list fields to required columns
Save Changes
3. Match Affinity Fields with their relevant Coda columns.
Please use the "FIELD ASSIGNED" select boxes below to link your Affinity Fields with the relevant columns in this template doc.
Search
Column Name
Field to Assign
Value Type
Expected Value Type
Column To Assign (editable)
Status
status
Ranked Dropdown
Ranked Dropdown
Status
Amount Invested
amountInvested
Number
Number
Amount Invested
Investment Round
investmentRound
Dropdown
Dropdown
Investment Round
Pass Reason
passReason
Dropdown
Dropdown
Pass Reason
Priority
priority
Ranked Dropdown
Ranked Dropdown
Priority
Deal Date
dealDate
Date
Date
Deal Date
Est Investment
estInvestment
Text
Text
Est Investment
CEO
ceo
Person
Person
CEO
Owners
owners
Person
Person
Owners
There are no rows in this table
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