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A Link to table field connects a record to related records in another table. For example, link each order to its customer instead of copying the customer’s details into every order.
Orders linked to a customer in Customers, with a lookup for email and a rollup for order value.

Link records first. Then use lookups and rollups to work with related information.

1

Choose the tables

Make sure both tables exist in the same database. Open the table where you want to add the relationship, such as Orders.
2

Add a Link to table field

Select Add field → Link to table. Enter a Title, such as Customer, then choose Customers under Link a table.Turn off Allow linking to multiple records if each order should have only one customer. Leave it on when a record can have several related records.
3

Choose the related records

Select Create, then open a cell in the new field and select the matching record. Zite also creates a corresponding link field in the other table.
Link to table settings for a Customer field pointing to Customers, with multiple links switched off.

This example gives each order one customer.

You can also ask the Database Agent to set up the relationship. Specify both tables and whether each record should link to one or several records.
  • Lookup: Show the linked customer’s email on an order.
  • Rollup: Add up the values of a customer’s linked orders.
Matching text isn’t the same as a record link. After importing data, check that the Link to table cells contain the right records. Adding a lookup won’t find matching customers or populate an empty link for you.

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Good to know

  • Links stay within the same database.
  • Use recognizable primary field values so records are easy to find in the picker.
  • You can’t change the target table of an existing link field. Add a new link field if you need a different relationship.

Related topics

Pull related valuesSummarize related recordsImport data
Last modified on October 22, 2026