Banking to Smartsheet

Automatically Export & Sync Banking Data to Smartsheet

Full data sets

No instructions needed

No code

No complicated flow charts

No triggers

Set up in under 3 minutes

Flat pricing starting at $19 /month

Data sets

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

Built for Synchronization

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

File Formats

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 Plaid (OAuth) flow.

Step 3

Authorize Smartsheet with your credentials using the OAuth flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Extended Data Sources

Hightop (Plaid) Transactions, Balances

Huntington Bank (Plaid) Transactions, Balances

Hancock Whitney (Plaid) Transactions, Balances

HAPO Community Credit Union (Plaid) Transactions, Balances

Hudson Valley Credit Union (Plaid) Transactions, Balances

Happy State Bank - Online Banking (Plaid) Transactions, Balances

Happy State Bank - Cash Management (Plaid) Transactions, Balances

Heartland Bank and Trust Company (Plaid) Transactions, Balances

Heritage Federal Credit Union (Plaid) Transactions, Balances

Horizon Bank (IN) (Plaid) Transactions, Balances

Hawaii State Federal Credit Union (Plaid) Transactions, Balances

Hills Bank (Plaid) Transactions, Balances

HSBC Online Banking (CA) (Plaid) Transactions, Balances

Hiway Credit Union (Plaid) Transactions, Balances

Harborstone Credit Union (Plaid) Transactions, Balances

Hanmi Bank (Plaid) Transactions, Balances

Heritage Bank - Personal (Plaid) Transactions, Balances

Horizon Credit Union (Plaid) Transactions, Balances

HomeStreet Bank - Personal (Plaid) Transactions, Balances

HomeStreet Bank - Business (Plaid) Transactions, Balances

Hanscom Federal Credit Union (Plaid) Transactions, Balances

HomeTrust Bank - Personal Banking (Plaid) Transactions, Balances

Heritage South Community Credit Union (Plaid) Transactions, Balances

Hawaii Community Federal Credit Union (Plaid) Transactions, Balances

Honor Credit Union (Plaid) Transactions, Balances

Home Bank - Personal (Plaid) Transactions, Balances

Home Bank - Business (Plaid) Transactions, Balances

HawaiiUSA Federal Credit Union (Plaid) Transactions, Balances

Heritage South CU (Plaid) Transactions, Balances

Home Depot Credit Card - Personal Credit Card (Plaid) Transactions, Balances

HarborOne Bank - Personal Banking (Plaid) Transactions, Balances

Hickam Federal Credit Union (Plaid) Transactions, Balances

H&E Telephone Credit Union (Plaid) Transactions, Balances

H.G. Wellington & Company, Inc (Plaid) Transactions, Balances

HAB Bank (Plaid) Transactions, Balances

Haddon Savings Bank (Plaid) Transactions, Balances

Halstead Bank - The (Plaid) Transactions, Balances

Hamilton Sound Credit Union (Plaid) Transactions, Balances

Hamler State Bank (OH) (Plaid) Transactions, Balances

Hamlin Bank and Trust Company (Plaid) Transactions, Balances

Hancock County Savings Bank - Personal (Plaid) Transactions, Balances

Hancock Federal Credit Union (Plaid) Transactions, Balances

Hancock Investment Services, Inc. - MyStreetscape (Plaid) Transactions, Balances

Hanin Credit Union (Plaid) Transactions, Balances

Hanover Bank - Personal (Plaid) Transactions, Balances

Hanover Bank - Business (Plaid) Transactions, Balances

Hantz Bank - Personal (Plaid) Transactions, Balances

Happy Valley Credit Union (Plaid) Transactions, Balances

Harbor Freight - Credit Card (Plaid) Transactions, Balances

Harbor Pointe Credit Union (Plaid) Transactions, Balances

HarborLight Credit Union (Plaid) Transactions, Balances

Harbour Trust - Trust Reporter (Plaid) Transactions, Balances

Hardin County Bank (Plaid) Transactions, Balances

Hardin County Savings Bank (Plaid) Transactions, Balances

Harford Bank (Plaid) Transactions, Balances

Harleysville Bank (Plaid) Transactions, Balances

Harris County FCU (Plaid) Transactions, Balances

Harrison Building and Loan Association (Plaid) Transactions, Balances

Harrison County Bank (Plaid) Transactions, Balances

Harrison Federal Credit Union (Plaid) Transactions, Balances

Hartford Federal Credit Union (Plaid) Transactions, Balances

Harvard University Employees Credit Union (Plaid) Transactions, Balances

Harvesters Credit Union (Plaid) Transactions, Balances

Harwood State Bank - Personal (Plaid) Transactions, Balances

HAR_CO Maryland Credit Union (Plaid) Transactions, Balances

Haskell National Bank (Plaid) Transactions, Balances

Hastings FCU(Hastings, NE) (Plaid) Transactions, Balances

Hatboro Federal Savings (Plaid) Transactions, Balances

Haven Savings Bank (Plaid) Transactions, Balances

Haverford Trust Company (Trust) (Plaid) Transactions, Balances

Haverhill Co-operative Bank (Plaid) Transactions, Balances

Hawaii Central FCU (Plaid) Transactions, Balances

Hawaii First FCU (Plaid) Transactions, Balances

Hawaii Law Enforcement Federal Credit Union (Plaid) Transactions, Balances

Hawaii National Bank (Plaid) Transactions, Balances

Hawaii National Guard Credit Union-HIS Holding Company (Plaid) Transactions, Balances

Hawaii Pacific FCU (Plaid) Transactions, Balances

Hawaii Schools Credit Union (Plaid) Transactions, Balances

Hawaiian Electric Employees Credit Union (Plaid) Transactions, Balances

Hawaiian Electric Industries, Inc. - Shareholder Access (Plaid) Transactions, Balances

Hawaiian Financial Federal Credit Union (Plaid) Transactions, Balances

Hawthorn Bank (Plaid) Transactions, Balances

Haynes Community FCU (Plaid) Transactions, Balances

Hazlett, Burt & Watson, Inc - Brokerage Account (Plaid) Transactions, Balances

HCI - Employee Benefits Services (Plaid) Transactions, Balances

HD Supply - 401K Retirement Plan (Plaid) Transactions, Balances

HDS Pension Direct (Hitachi Data Systems) (Plaid) Transactions, Balances

Headwaters State Bank (Plaid) Transactions, Balances

Health Advantage Credit Union (Plaid) Transactions, Balances

Health Care Systems Federal Credit Union (Plaid) Transactions, Balances

Health SCOPE Benefits (Plaid) Transactions, Balances

Healthcare and Municipal Employees' Credit Union - Online Banking (Plaid) Transactions, Balances

HealthCare Associates Credit Union (Plaid) Transactions, Balances

Healthcare Employees Federal Credit Union (Plaid) Transactions, Balances

HealthCare First Credit Union (Plaid) Transactions, Balances

Healthcare Plus Federal Credit Union (Plaid) Transactions, Balances

Healthcare Services Credit Union (Plaid) Transactions, Balances

Healthcare Trust of America, Inc. (Plaid) Transactions, Balances

HealthNet Credit Union (Plaid) Transactions, Balances

Heart O Texas Credit Union (Plaid) Transactions, Balances

Heart of Louisiana Credit Union (Plaid) Transactions, Balances

Heartland Bank (OH) - Online Banking (Plaid) Transactions, Balances

Heartland Bank - Online Banking (Plaid) Transactions, Balances

Heartland Bank (Iowa) (Plaid) Transactions, Balances

Heartland Credit Union (IL) (Plaid) Transactions, Balances

Heartland Credit Union (KS) (Plaid) Transactions, Balances

Heartland Credit Union (WI) (Plaid) Transactions, Balances

Heartland CU (MN) (Plaid) Transactions, Balances

Heartland Financial Retirement Services (Plaid) Transactions, Balances

Heartland Financial USA - TrustReporter (Plaid) Transactions, Balances

Heartland Funds (Plaid) Transactions, Balances

Heartland National Bank (Plaid) Transactions, Balances

Heartland Tri-State Bank (Plaid) Transactions, Balances

HEB Debit Card (Plaid) Transactions, Balances

HEB Federal Credit Union (Plaid) Transactions, Balances

Hebron Savings Bank (Plaid) Transactions, Balances

Hefren-Tillotson (Plaid) Transactions, Balances

Heights Auto Workers CU(IL) (Plaid) Transactions, Balances

Helena Community CU (Plaid) Transactions, Balances

Hello Credit Union (Plaid) Transactions, Balances

Helm Bank USA - Personal (Plaid) Transactions, Balances

Helzberg Diamonds Credit Card (Plaid) Transactions, Balances

Henderson Federal Savings Bank (TX) - Personal (Plaid) Transactions, Balances

Henderson State Bank (Plaid) Transactions, Balances

Hendricks County Bank and Trust Company (Plaid) Transactions, Balances

Henley and Company (Plaid) Transactions, Balances

Hennion & Walsh (Plaid) Transactions, Balances

Henrico Credit Union (Plaid) Transactions, Balances

Henry State Bank - Personal (Plaid) Transactions, Balances

Herberger's - Credit Card (Plaid) Transactions, Balances

Hercules Credit Union (Plaid) Transactions, Balances

Hereford Texas Credit Union (Plaid) Transactions, Balances

Heritage Bank (Chicago Southland) - Personal (Plaid) Transactions, Balances

Heritage Bank (Montana) (Plaid) Transactions, Balances

Heritage Bank (Plaid) Transactions, Balances

Heritage Bank (Marion, Delhi, Hiawatha IA) (Plaid) Transactions, Balances

Heritage Bank (Plaid) Transactions, Balances

Heritage Bank (KS) (Plaid) Transactions, Balances

Heritage Bank (KY) - Business (Plaid) Transactions, Balances

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

Heritage Bank (MN) (Plaid) Transactions, Balances

Heritage Bank (NE) (Plaid) Transactions, Balances

Heritage Bank of Commerce - Personal (Plaid) Transactions, Balances

Heritage Bank of Nevada (Plaid) Transactions, Balances

Heritage Bank of Schaumburg - Personal (Plaid) Transactions, Balances

Heritage Bank of Schaumburg - Business (Plaid) Transactions, Balances

Heritage Bank of The Ozarks (Plaid) Transactions, Balances

Heritage Community Bank (MO) (Plaid) Transactions, Balances

Heritage Community Bank (TN) (Plaid) Transactions, Balances

Heritage Community Credit Union (Plaid) Transactions, Balances

Heritage Credit Union (Plaid) Transactions, Balances

Heritage Credit Union - Personal Banking (Plaid) Transactions, Balances

Heritage Family Credit Union (VT) (Plaid) Transactions, Balances

Heritage Financial Credit Union (Plaid) Transactions, Balances

Heritage Grove Federal Credit Union (Plaid) Transactions, Balances

Heritage Land Bank (Plaid) Transactions, Balances

Heritage USA Community Credit Union (Plaid) Transactions, Balances

Heritage Valley Credit Union (Plaid) Transactions, Balances

Hershey Federal Credit Union (Plaid) Transactions, Balances

Hewitt Associates - Alcoa (Plaid) Transactions, Balances

HFP Capital Markets LLC (Plaid) Transactions, Balances

HFS Federal Credit Union (Plaid) Transactions, Balances

Hi-Land Credit Union (Plaid) Transactions, Balances

HI529 - Hawaii's College Savings Program (Plaid) Transactions, Balances

Hiawatha Bank & Trust Company - Personal (Plaid) Transactions, Balances

Hiawatha National Bank (Plaid) Transactions, Balances

Hibernia Bank (Plaid) Transactions, Balances

Hickory Point & Click - Personal (Plaid) Transactions, Balances

Hicksville Bank (Plaid) Transactions, Balances

Hidden River Credit Union (Plaid) Transactions, Balances

High Country Bank (Plaid) Transactions, Balances

High Peaks Federal Credit Union (Plaid) Transactions, Balances

High Plains Bank (HPBGO) (Plaid) Transactions, Balances

High Point Federal Credit Union (Plaid) Transactions, Balances

Highbeam (Plaid) Transactions, Balances

Highland Bank (Plaid) Transactions, Balances

Highland State Bank (Highland, WI) (Plaid) Transactions, Balances

Highlands Community Bank (Plaid) Transactions, Balances

Highmark Federal Credit Union (Plaid) Transactions, Balances

Highpoint Community Bank (Plaid) Transactions, Balances

HighTower - MyStreetscape (Plaid) Transactions, Balances

HighTower Securities LLC - Client Toolkit (Plaid) Transactions, Balances

Hill Bank Company (Plaid) Transactions, Balances

Hillcrest Bank - Personal (Plaid) Transactions, Balances

Hillcrest Bank - Business Online (Plaid) Transactions, Balances

Hillenbrand, Inc. - Stock Option Plan (Wealth Views) (Plaid) Transactions, Balances

Hilliard Lyons Trust Company - Client Portal (Plaid) Transactions, Balances

Hillsboro Bank - Personal (Plaid) Transactions, Balances

Hilltop Bank - Personal (Plaid) Transactions, Balances

Hilltop Bank - Business (Plaid) Transactions, Balances

Hilltop National Bank Retirement (Participant) (Plaid) Transactions, Balances

Hingham Institution for Savings - Personal (Plaid) Transactions, Balances

Hingham Institution for Savings - Business (Plaid) Transactions, Balances

Hinsdale Bank & Trust Company N.A. - .COMmunity Banking (Plaid) Transactions, Balances

Hinsdale Bank & Trust Company N.A. - iBusiness Banking (Plaid) Transactions, Balances

Hirtle, Callaghan & Co. (Plaid) Transactions, Balances

HMBradley (Plaid) Transactions, Balances

HNB Bank (Plaid) Transactions, Balances

HNB First Bank (Plaid) Transactions, Balances

Hocking Valley Bank (Plaid) Transactions, Balances

Hodge Bank & Trust Company (Plaid) Transactions, Balances

Hoffman Estates Community Bank - Personal (Plaid) Transactions, Balances

Hoffman Estates Community Bank - Business (Plaid) Transactions, Balances

Holcomb Bank (Plaid) Transactions, Balances

Holladay Bank & Trust (Plaid) Transactions, Balances

Holley Credit Union (Plaid) Transactions, Balances

HollisWealth - Client Access (Plaid) Transactions, Balances

Holston Methodist Credit Union (Plaid) Transactions, Balances

Holy Rosary Credit Union (NH) (Plaid) Transactions, Balances

Holy Rosary Credit Union (MO) (Plaid) Transactions, Balances

Holyoke Credit Union - Personal (Plaid) Transactions, Balances

Home Bank & Trust Co (Plaid) Transactions, Balances

Home Bank of California (Plaid) Transactions, Balances

Home Bank SB (Plaid) Transactions, Balances

Home Banking Company (TN) - Personal (Plaid) Transactions, Balances

Home Depot Commercial Revolving Charge Card - Citi Card (Plaid) Transactions, Balances

Home Federal Bank (Plaid) Transactions, Balances

Home Federal Bank (Tennessee) (Plaid) Transactions, Balances

Home Federal Bank (KY, TN) (Plaid) Transactions, Balances

Home Federal Bank (Nebraska) - Personal (Plaid) Transactions, Balances

Home Federal Bank Louisiana (Plaid) Transactions, Balances

Home Federal of Grand Island - Personal (Plaid) Transactions, Balances

Home Federal Savings Bank (Plaid) Transactions, Balances

Home Furnishings - Citi Card (Plaid) Transactions, Balances

Home Loan Investment Bank - Personal (Plaid) Transactions, Balances

Home Loan State Bank (Grand Junction, CO) (Plaid) Transactions, Balances

Home National Bank (Plaid) Transactions, Balances

Home National Bank (Thorntown) (Plaid) Transactions, Balances

Home Savings and Loan Association of Norborne, F.A. - Personal (Plaid) Transactions, Balances

Home Savings Bank (UT) (Plaid) Transactions, Balances

Home Savings Bank (Chanute, KS) - Personal (Plaid) Transactions, Balances

Home State Bank - Personal (Plaid) Transactions, Balances

Home State Bank (Jefferson IA) - Personal (Plaid) Transactions, Balances

Home State Bank (Royal, Iowa) - Personal (Plaid) Transactions, Balances

Home State Bank (Plaid) Transactions, Balances

Home Trust & Savings Bank - Personal (Plaid) Transactions, Balances

HomeBank (MO) (Plaid) Transactions, Balances

HomeBank @(Seagoville, TX) (Plaid) Transactions, Balances

Homebase Money (Plaid) Transactions, Balances

Homefield Credit Union (Formerly Grafton Suburban Credit Union) (Plaid) Transactions, Balances

Homeland Bank (LA) (Plaid) Transactions, Balances

Homeland Community Bank (Plaid) Transactions, Balances

Homeland Credit Union (Plaid) Transactions, Balances

HomePride Bank (Plaid) Transactions, Balances

HomEq Servicing (Plaid) Transactions, Balances

Homestead Bank (Plaid) Transactions, Balances

Homestead Savings Bank - Personal (Plaid) Transactions, Balances

HomeTown Bank (MN) (Plaid) Transactions, Balances

HomeTown Bank (TX) (Plaid) Transactions, Balances

HomeTown Bank (VA) (Plaid) Transactions, Balances

Hometown Bank - Personal (Plaid) Transactions, Balances

HomeTown Bank (MN) - Cash Management (Plaid) Transactions, Balances

Hometown Bank - Business (Plaid) Transactions, Balances

Hometown Bank of Alabama (Plaid) Transactions, Balances

Hometown Bank of Pennsylvania (Plaid) Transactions, Balances

Hometown Bank of the Hudson Valley (Plaid) Transactions, Balances

Hometown Community Banks - Business (Plaid) Transactions, Balances

Hometown Community Banks - Personal (Plaid) Transactions, Balances

Hometown Credit Union (Plaid) Transactions, Balances

Hometown National Bank (Plaid) Transactions, Balances

HomeTown National Bank (Longview, WA) (Plaid) Transactions, Balances

Homewood Federal Savings Bank - Personal (Plaid) Transactions, Balances

Honda Credit Union (Plaid) Transactions, Balances

Honda Power Equipment - Citi Card (Plaid) Transactions, Balances

Honda Powersports - Citi Card (Plaid) Transactions, Balances

Honeywell Savings Program (Plaid) Transactions, Balances

Honor Bank (Plaid) Transactions, Balances

Hoosier Heartland State Bank (Plaid) Transactions, Balances

Hoosier Hills CU (Plaid) Transactions, Balances

Hoosier United Credit Union (Plaid) Transactions, Balances

Hope Credit Union (Plaid) Transactions, Balances

Hope Federal Credit Union (Plaid) Transactions, Balances

Hopewell Chemical Credit Union (Plaid) Transactions, Balances

Hopewell Federal Credit Union (Plaid) Transactions, Balances

Horatio State Bank (Plaid) Transactions, Balances

Horicon Bank (Plaid) Transactions, Balances

Horizon Bank (Plaid) Transactions, Balances

Horizon Bank (Nebraska) (Plaid) Transactions, Balances

Horizon Community Bank (Plaid) Transactions, Balances

Horizon Credit Union (UT) (Plaid) Transactions, Balances

Horizon Credit Union (TN) (Plaid) Transactions, Balances

Horizon FCU (PA) (Plaid) Transactions, Balances

Horizon Financial Bank - Online Banking (Plaid) Transactions, Balances

Horizon Utah Federal Credit Union (Plaid) Transactions, Balances

Horizons North Credit Union (Plaid) Transactions, Balances

Hornor, Townsend & Kent, Inc. (Plaid) Transactions, Balances

Horwitz & Associates, Inc - Client Toolkit (Plaid) Transactions, Balances

HostedTrustedAuth Bank (Plaid) Transactions, Balances

Houghton State Bank (Plaid) Transactions, Balances

Houndstooth Bank (Plaid) Transactions, Balances

Houston Astros Mastercard (Plaid) Transactions, Balances

Houston Belt & Terminal Federal Credit Union (Plaid) Transactions, Balances

Houston Federal Credit Union (Plaid) Transactions, Balances

Houston Highway Credit Union (Plaid) Transactions, Balances

Houston Police Credit Union (Plaid) Transactions, Balances

Houston Texas Firefighters Credit Union (Plaid) Transactions, Balances

Houston Trust Company (Plaid) Transactions, Balances

Howard Bank - Business (Plaid) Transactions, Balances

Howe Barnes (Plaid) Transactions, Balances

Hoyne Savings Bank - Personal (Plaid) Transactions, Balances

HP Home Store Card (Plaid) Transactions, Balances

HP-Your Benefits Connection (Plaid) Transactions, Balances

HPC Credit Union (Plaid) Transactions, Balances

HR Solutions @ccess (Plaid) Transactions, Balances

HSLC (Plaid) Transactions, Balances

HSLC - Business (Plaid) Transactions, Balances

HSN - Credit Card (Plaid) Transactions, Balances

HTM Area Credit Union (Plaid) Transactions, Balances

HUD Federal Credit Union (Plaid) Transactions, Balances

Hudson River Community Credit Union (Plaid) Transactions, Balances

Hughes Federal Credit Union (Plaid) Transactions, Balances

Human Interest (Plaid) Transactions, Balances

Huntingdon Valley Bank - Personal (Plaid) Transactions, Balances

Huntingdon Valley Bank - Business (Plaid) Transactions, Balances

Huntington Beach Employees Credit Union (Plaid) Transactions, Balances

Huntington C&O Railway Employees Credit Union (WV) (Plaid) Transactions, Balances