Banking to Smartsheet

Automatically Export & Sync Banking Data to Smartsheet

Conjuntos de datos completos

No se necesitan instrucciones

Sin código

Sin diagramas de flujo complicados

Sin desencadenantes

Se configura en menos de 3 minutos

Flat pricing starting at $19 /month

Conjuntos de datos

Balances

Balances-Recent

Transactions-AllAvailable

Transactions-Last X days

Date Rangable

InvestmentTransactions-All

InvestmentTransactions-Last X days

Date Rangable

InvestmentHoldings

InvestmentHoldings+RealtimeStocks

Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]

Liabilities-Credit

Liabilities-Mortgage

Liabilities-Student

Información adicional

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Banking.

If you only need to export your data one time, check the website of Banking to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Banking.

Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc.

Formatos de archivo

Smartsheet

Integration Flow

Banking API

Flatly

Smartsheet API

Dashboard

Setup

Step 1

Select Banking from the Data Source dropdown and Smartsheet from the Data Destination dropdown.

Step 2

Authorize Banking with your credentials using the flow.

Step 3

Authorize Smartsheet with your credentials using the flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Fuentes de datos ampliadas

KeyBank - Key2Benefits (Plaid) Transactions, Balances

KeyBank (Plaid) Transactions, Balances

KEMBA Financial Credit Union (Plaid) Transactions, Balances

Keesler Federal Credit Union (Plaid) Transactions, Balances

Kemba Credit Union (Plaid) Transactions, Balances

Kinecta Federal Credit Union (Plaid) Transactions, Balances

Kinetic Credit Union (Plaid) Transactions, Balances

Kitsap Credit Union (Plaid) Transactions, Balances

Kohler Credit Union (Plaid) Transactions, Balances

Kleberg First National Bank of Kingsville (Plaid) Transactions, Balances

Kirtland Federal Credit Union (Plaid) Transactions, Balances

Kennebunk Savings Bank - Personal (Plaid) Transactions, Balances

Kennebunk Savings Bank - Online Cash Management (Plaid) Transactions, Balances

Kitsap Bank (Plaid) Transactions, Balances

KeySavings Bank (Plaid) Transactions, Balances

Kish Bank (Plaid) Transactions, Balances

Kellogg Community Credit Union (Plaid) Transactions, Balances

Kearny Bank (Plaid) Transactions, Balances

Key Community Bank (Plaid) Transactions, Balances

Kaw Valley Bank (Plaid) Transactions, Balances

Kleberg Bank (Plaid) Transactions, Balances

KeyPoint Credit Union (Plaid) Transactions, Balances

Kansas City Credit Union (Plaid) Transactions, Balances

KS StateBank (Plaid) Transactions, Balances

Katahdin Trust Company (Plaid) Transactions, Balances

Kansas State Bank (Plaid) Transactions, Balances

Kimberly Clark CU (Plaid) Transactions, Balances

Kalsee Credit Union (Plaid) Transactions, Balances

Kentucky Farmers Bank (Plaid) Transactions, Balances

Kennett Trust Bank (Plaid) Transactions, Balances

k-LINK Retirement Plan (Plaid) Transactions, Balances

Kades-Margolis Capital - Retirement Plan Access (Plaid) Transactions, Balances

Kahului Federal Credit Union (Plaid) Transactions, Balances

Kaiperm Federal Credit Union (Plaid) Transactions, Balances

KaiPerm Northwest FCU (OR) (Plaid) Transactions, Balances

Kalamazoo County State Bank (Plaid) Transactions, Balances

Kanaly Trust - Client Access (Plaid) Transactions, Balances

Kane County Teachers Credit Union (Plaid) Transactions, Balances

Kansas Blue Cross Blue Shield CU (Plaid) Transactions, Balances

Kansas City Royals MasterCard (Plaid) Transactions, Balances

Kansas Teachers Community Credit Union (Plaid) Transactions, Balances

KANZA Bank (Plaid) Transactions, Balances

Katahdin Federal Credit Union (Plaid) Transactions, Balances

Kaua'i Federal Credit Union (Plaid) Transactions, Balances

Kauai Teachers FCU (Plaid) Transactions, Balances

Kaw Valley State Bank (Plaid) Transactions, Balances

Kaw Valley State Bank & Trust Company - Personal (Plaid) Transactions, Balances

Kaw Valley State Bank & Trust Company - Business (Plaid) Transactions, Balances

Kawartha Credit Union - Online Banking (Plaid) Transactions, Balances

Kawartha Credit Union - MyCardInfo (Plaid) Transactions, Balances

Kawasaki - Citi Card (Plaid) Transactions, Balances

Kay Jewelers Card (Comenity) (Plaid) Transactions, Balances

Kay Jewelers Credit Card (Plaid) Transactions, Balances

KBR Heritage Federal Credit Union (Plaid) Transactions, Balances

KBR Non Qualified Plans (Plaid) Transactions, Balances

KCB Bank (Plaid) Transactions, Balances

Kearney Trust Company - Personal (Plaid) Transactions, Balances

KEB Hana Bank USA (Plaid) Transactions, Balances

Keefe, Bruyette & Woods Profit Sharing & Retirement Plan (Plaid) Transactions, Balances

Keen Bank (Plaid) Transactions, Balances

Kelly Community Credit Union (Plaid) Transactions, Balances

Kelly Tires - Credit Card (Plaid) Transactions, Balances

Kemba Delta Credit Union (Plaid) Transactions, Balances

Kemba Roanoke Federal Credit Union (VA) - Online Banking (Plaid) Transactions, Balances

Ken Schrader Visa (Plaid) Transactions, Balances

Kendall Bank (Plaid) Transactions, Balances

Kendall State Bank (Plaid) Transactions, Balances

Kennebec Savings Bank (Plaid) Transactions, Balances

Kennedy VA Employees Federal Credit Union (Plaid) Transactions, Balances

Kenny Wallace Visa (Plaid) Transactions, Balances

Kenowa Community Federal Credit Union (Plaid) Transactions, Balances

Kensington Bank (Plaid) Transactions, Balances

Kent Hospital FCU (Plaid) Transactions, Balances

Kentucky Education Savings Plan Trust (Plaid) Transactions, Balances

Kentucky Higher Education - The Student Loan (Plaid) Transactions, Balances

Kern County 457 Deferred Compensation Plan (Plaid) Transactions, Balances

Kerndt Brothers Savings Bank (Plaid) Transactions, Balances

Kerr County Federal Credit Union (Plaid) Transactions, Balances

Kestra - MyWealthscape (Plaid) Transactions, Balances

Kevin LePage Visa (Plaid) Transactions, Balances

Key Investment Services (Plaid) Transactions, Balances

Key Investment Services, LLC (Plaid) Transactions, Balances

Keys Credit Union (Plaid) Transactions, Balances

Keystone Bank (Plaid) Transactions, Balances

Keystone Capital Corporation (Plaid) Transactions, Balances

Keystone Savings Bank (Plaid) Transactions, Balances

Khalsa Credit Union (Plaid) Transactions, Balances

Kia Motors Finance Company (Plaid) Transactions, Balances

Kikoff (Plaid) Transactions, Balances

Killbuck Savings Bank (Killbuck, OH) (Plaid) Transactions, Balances

Kindred Credit Union (Plaid) Transactions, Balances

King Consolidated - Investor Portal (Plaid) Transactions, Balances

King Southern Bank (Plaid) Transactions, Balances

Kings Federal Credit Union (Plaid) Transactions, Balances

Kings Peak Credit Union (Plaid) Transactions, Balances

Kingston Community Credit Union - Online Banking (Plaid) Transactions, Balances

Kingston National Bank - Personal (Plaid) Transactions, Balances

Kingston National Bank - Business (Plaid) Transactions, Balances

Kirkpatrick Bank - Personal (Plaid) Transactions, Balances

Kirkpatrick Bank - Business (Plaid) Transactions, Balances

Kirkwood Bank & Trust - Personal (Plaid) Transactions, Balances

Kirkwood Bank & Trust - Business (Plaid) Transactions, Balances

Kissimmee Utility Authority (Plaid) Transactions, Balances

KIT Federal Credit Union (Plaid) Transactions, Balances

KleiNet eCorp (Plaid) Transactions, Balances

Klover (Plaid) Transactions, Balances

KLS Professional Advisors - Client Access (Plaid) Transactions, Balances

Klutch (Plaid) Transactions, Balances

KM&M (Plaid) Transactions, Balances

KMS Financial Services, Inc - Client (Plaid) Transactions, Balances

Knox County Teachers Federal Credit Union (Plaid) Transactions, Balances

Knoxville Teachers Credit Union (Plaid) Transactions, Balances

Ko'olau Federal Credit Union (formerly Windward Community FCU) (Plaid) Transactions, Balances