Banking to Airtable Sync

Automatically Export & Sync Banking Data to Airtable Sync

Banking
a black arrow pointing to the right
Airtable Sync
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.

This integration requires an Airtable Business or Enterprise Scale subscription.

More info: https://support.airtable.com/docs/airtable-sync-integration-sync-api

Airtable is a low-code platform for building collaborative apps.

Formatos de archivo

CSV File

Integration Flow

Setup

Step 1

Select Banking from the Data Source dropdown and Airtable Sync from the Data Destination dropdown.

Step 2

Authorize Banking with your credentials using the flow.

Step 3

Authorize Airtable Sync 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.

Vídeo tutorial

Fuentes de datos ampliadas

Qualstar Credit Union (Plaid) Transactions, Balances
Quakertown National Bank (QNB) (Plaid) Transactions, Balances
Qapital (Plaid) Transactions, Balances
Quincy Credit Union (Plaid) Transactions, Balances
Queenstown Bank - Personal (Plaid) Transactions, Balances
Queensborough National Bank & Trust Company (Plaid) Transactions, Balances
Quorum Federal Credit Union (Plaid) Transactions, Balances
Quest Federal Credit Union (Kenton, OH) (Plaid) Transactions, Balances
Quail Creek Bank (Plaid) Transactions, Balances
Quad City Bank & Trust - Personal (Plaid) Transactions, Balances
Quad City Bank & Trust (Plaid) Transactions, Balances
Qside FCU (Plaid) Transactions, Balances
Quantum National Bank (Plaid) Transactions, Balances
Quontic (Plaid) Transactions, Balances
QCard (QVC) (Plaid) Transactions, Balances
Quoin Financial Bank (Plaid) Transactions, Balances
Quinte First Credit Union - Online Banking (Plaid) Transactions, Balances
Quaint Oak Bank (Lehigh and Delaware Valley, PA) - Personal & Small Business (Plaid) Transactions, Balances
QBE (Plaid) Transactions, Balances
Quadrus - Private Wealth (Plaid) Transactions, Balances
Qualified Plan Administrators - Participant (Plaid) Transactions, Balances
Qualified-Solutions (Plaid) Transactions, Balances
Quantum Credit Union (Plaid) Transactions, Balances
Questar Capital (Plaid) Transactions, Balances
Questrade (Plaid) Transactions, Balances
Quicken World Mastercard (Plaid) Transactions, Balances

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