Banking to Airtable Sync

Automatically Export & Sync Banking Data to Airtable Sync

Banking
a black arrow pointing to the right
Airtable Sync
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

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.

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

File Formats

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 Plaid (OAuth) flow.

Step 3

Authorize Airtable Sync with your credentials using the Basic Authentication flow.

Step 4

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

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

Jelli (Plaid) Transactions, Balances
Jovia Financial Credit Union (Plaid) Transactions, Balances
Justice Federal Credit Union (Plaid) Transactions, Balances
Jefferson Financial Federal Credit Union (Plaid) Transactions, Balances
Jeff Davis Bank - Personal (Plaid) Transactions, Balances
Jeff Davis Bank - Business (Plaid) Transactions, Balances
Jefferson Bank (TX) (Plaid) Transactions, Balances
Jeanne D' Arc Credit Union (Plaid) Transactions, Balances
Jefferson Parish Employees Federal Credit Union (Plaid) Transactions, Balances
Jolt Credit Union (Plaid) Transactions, Balances
Jersey Shore State Bank (Plaid) Transactions, Balances
Johnson Financial Group - Personal (Plaid) Transactions, Balances
JetStream Federal Credit Union (Plaid) Transactions, Balances
Jordan Credit Union (Plaid) Transactions, Balances
JM Associates Federal Credit Union (Plaid) Transactions, Balances
Jeff Bank - Personal (Plaid) Transactions, Balances
Jeff Bank - Business (Plaid) Transactions, Balances
Jersey Shore FCU (Plaid) Transactions, Balances
Jonestown Bank & Trust Co. (Plaid) Transactions, Balances
Jefferson Bank (MO) - Personal (Plaid) Transactions, Balances
Jefferson Bank (MO) - BusinessLink (Plaid) Transactions, Balances
Juniata Valley Bank (Plaid) Transactions, Balances
Jackson County Bank (Plaid) Transactions, Balances
Jackson County Bank - Business (Plaid) Transactions, Balances
JCPenney Credit Card (Plaid) Transactions, Balances
John Hancock - Retirement Plan Services (Plaid) Transactions, Balances
Jefferson Security Bank (Plaid) Transactions, Balances
Jewett City Savings Bank (Plaid) Transactions, Balances
Journey Federal Credit Union (Plaid) Transactions, Balances
Jones National Bank and Trust (Plaid) Transactions, Balances
J. Crew - Credit Card (Plaid) Transactions, Balances
J.G. Wentworth - Mortgage (Plaid) Transactions, Balances
J.Jill (Plaid) Transactions, Balances
J.P. Turner & Company, L.L.C. - MyStreetscape (Plaid) Transactions, Balances
Jack Daniels Employee Credit Union (Plaid) Transactions, Balances
Jacksboro National Bank (Plaid) Transactions, Balances
Jackson County Teachers Credit Union (Plaid) Transactions, Balances
Jackson Federal Savings & Loan Association (Jackson, MN) (Plaid) Transactions, Balances
Jackson National Life - Consumer Services (Plaid) Transactions, Balances
Jackson Parish Bank (Plaid) Transactions, Balances
Jackson River Community Credit Union (Plaid) Transactions, Balances
JACOM Credit Union (Plaid) Transactions, Balances
Jaguar Credit Account Access - Individual (Plaid) Transactions, Balances
Jaguars Visa (Plaid) Transactions, Balances
James Advantage Funds - Shareholder Account Login (Plaid) Transactions, Balances
Janesville State Bank (Plaid) Transactions, Balances
Jared Jewelry (Plaid) Transactions, Balances
Jason Leffler Visa (Plaid) Transactions, Balances
JDHM Federal Credit Union (Plaid) Transactions, Balances
Jeep Country Federal Credit Union (Plaid) Transactions, Balances
Jeff Burton Visa (Plaid) Transactions, Balances
Jeff Gordon Visa (Plaid) Transactions, Balances
Jefferies - Stock Holdings (Plaid) Transactions, Balances
Jefferies - Private Client Services (Plaid) Transactions, Balances
Jefferson Bank (Dallas, TX) (Plaid) Transactions, Balances
Jefferson Bank and Trust (Plaid) Transactions, Balances
Jefferson Community Federal Credit Union (Plaid) Transactions, Balances
Jefferson Credit Union (Plaid) Transactions, Balances
Jeremy Mayfield Visa (Plaid) Transactions, Balances
Jerry Nadeau Visa (Plaid) Transactions, Balances
Jersey State Bank (IL) (Plaid) Transactions, Balances
Jets Visa (Plaid) Transactions, Balances
JetTrade.com - MyStreetscape (Plaid) Transactions, Balances
Jewlers Reserve - Citi Card (Plaid) Transactions, Balances
JF Actuarial Services, Inc. (Plaid) Transactions, Balances
JFS Wealth Advisors (Plaid) Transactions, Balances
Jim Thorpe Neighborhood Bank (Plaid) Transactions, Balances
Jimmy Spencer Visa (Plaid) Transactions, Balances
JML Portfolio Management (Plaid) Transactions, Balances
Jocelyn Pension Consulting - Participant (Plaid) Transactions, Balances
Joe Nemechek Visa (Plaid) Transactions, Balances
John Hancock - Investments (Plaid) Transactions, Balances
John Hancock New York Pensions (Plaid) Transactions, Balances
John Marshall Bank - Personal (Plaid) Transactions, Balances
John Marshall Bank - Business (Plaid) Transactions, Balances
Johnny Benson Visa (Plaid) Transactions, Balances
Johns Hopkins Federal Credit Union (Plaid) Transactions, Balances
Johnson & Johnson - GATE (Plaid) Transactions, Balances
Johnson Bank (Arizona) - Personal (Plaid) Transactions, Balances
Johnson State Bank (Plaid) Transactions, Balances
Johnsonville TVA Employees Credit Union (Plaid) Transactions, Balances
Jonah Bank of Wyoming (Plaid) Transactions, Balances
Jonesboro State Bank (Plaid) Transactions, Balances
Jonesburg State Bank (Plaid) Transactions, Balances
Joplin Metro Credit Union (MO) (Plaid) Transactions, Balances
Joseph Gunnar & Co (Plaid) Transactions, Balances
Joss and Main - Citi Card (Plaid) Transactions, Balances
Journey Bank (Plaid) Transactions, Balances
Journey Retirement Plan Services - Participant (Plaid) Transactions, Balances
JPMorgan - NY's 529 Advisor Guided (Plaid) Transactions, Balances
Junction National Bank (Plaid) Transactions, Balances
Juno (Plaid) Transactions, Balances

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