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

Ocala Community Credit Union (Plaid) Transactions, Balances
ONE (Plaid) Transactions, Balances
Oxygen (Plaid) Transactions, Balances
OnPoint Community Credit Union (Plaid) Transactions, Balances
OneUnited Bank (Plaid) Transactions, Balances
Old National Bank (Plaid) Transactions, Balances
OceanFirst Bank - Personal (Plaid) Transactions, Balances
OceanFirst Bank - Business (Plaid) Transactions, Balances
Oregon Community Credit Union (Plaid) Transactions, Balances
Orange County's Credit Union (Plaid) Transactions, Balances
Oregon State Credit Union (Plaid) Transactions, Balances
OneAZ Credit Union (Plaid) Transactions, Balances
Omni Community Credit Union (Plaid) Transactions, Balances
ORNL Federal Credit Union (Plaid) Transactions, Balances
Oriental Bank - Personal (Plaid) Transactions, Balances
Oriental Bank - Cash Management (Plaid) Transactions, Balances
Ouachita Valley Federal Credit Union (Plaid) Transactions, Balances
OnPath Federal Credit Union (Plaid) Transactions, Balances
Origin Bank - Personal/Business Banking (Plaid) Transactions, Balances
Origin Bank - Treasury Management Solutions (Plaid) Transactions, Balances
Old Second Bank (IL) (Plaid) Transactions, Balances
Orion Federal Credit Union (Plaid) Transactions, Balances
Ozark Bank (Plaid) Transactions, Balances
Orlando Credit Union (Plaid) Transactions, Balances
Otero FCU (Plaid) Transactions, Balances
Oxford University Bank (Plaid) Transactions, Balances
Operating Engineers Federal Credit Union (Plaid) Transactions, Balances
Ohio Valley Bank (Plaid) Transactions, Balances
Old Hickory Credit Union (Plaid) Transactions, Balances
O Bee Credit Union (Plaid) Transactions, Balances
Oklahoma's Credit Union (Plaid) Transactions, Balances
Old Point National Bank (Plaid) Transactions, Balances
Oak Valley Community Bank (Plaid) Transactions, Balances
Old Plank Trail Community Bank N.A. - iBusiness Banking (Plaid) Transactions, Balances
O'Bannon Bank (Plaid) Transactions, Balances
Oahe Credit Union (Plaid) Transactions, Balances
Oak Associates Funds (Plaid) Transactions, Balances
Oak Bank (WI) - Personal (Plaid) Transactions, Balances
Oak Bank (WI) - Business (Plaid) Transactions, Balances
Oak Cliff Christian Federal Credit Union (Plaid) Transactions, Balances
Oak Creek Valley Bank (Plaid) Transactions, Balances
Oak View National Bank - Personal (Plaid) Transactions, Balances
Oakland Athletics MasterCard (Plaid) Transactions, Balances
Oakridge - 401k Access (Plaid) Transactions, Balances
OakStar Bank (Plaid) Transactions, Balances
Oakwood - Retirement Access (Plaid) Transactions, Balances
Oakwood Bank - Personal (Plaid) Transactions, Balances
Oakworth Capital Bank (Plaid) Transactions, Balances
Oakworth Capital Bank - Wealth Management & Trust (Trust) (Plaid) Transactions, Balances
OAS FCU (Plaid) Transactions, Balances
Oberweis - MyStreetscape (Plaid) Transactions, Balances
Oberweis Funds (Plaid) Transactions, Balances
Ocean Bank (FL) (Plaid) Transactions, Balances
Ocean Financial Federal Credit Union (Plaid) Transactions, Balances
Ocean State Credit Union (Plaid) Transactions, Balances
Oconee Federal (GA, SC) - Personal (Plaid) Transactions, Balances
Oconee State Bank (Plaid) Transactions, Balances
Office Depot - Personal Citi Card (Plaid) Transactions, Balances
Ohio Catholic FCU (Plaid) Transactions, Balances
Ohio Educational Credit Union (Plaid) Transactions, Balances
Ohio EPPICard for Cash Benefits (Plaid) Transactions, Balances
Ohio EPPICard for Child Support (Plaid) Transactions, Balances
Ohio Health Credit Union (Plaid) Transactions, Balances
Ohio Healthcare Credit Union (Plaid) Transactions, Balances
Ohio Healthcare Federal Credit Union (Plaid) Transactions, Balances
Ohio State Bank - Personal (Plaid) Transactions, Balances
Ohio Tuition Trust - College Advantage 529 Saving Plan (Plaid) Transactions, Balances
Ohio University Credit Union (Plaid) Transactions, Balances
Ohio Valley Community Credit Union (Plaid) Transactions, Balances
Ohio Valley Federal Credit Union (Plaid) Transactions, Balances
Ohnward Bank & Trust (IA) (Plaid) Transactions, Balances
Ohnward Financial Advisor Services (Plaid) Transactions, Balances
OK Members First Credit Union (Plaid) Transactions, Balances
Okaloosa County Teachers FCU (Plaid) Transactions, Balances
Oklahoma 529 College Savings Plan (Plaid) Transactions, Balances
Oklahoma Capital Bank - Personal (Plaid) Transactions, Balances
Oklahoma Central Credit Union (Plaid) Transactions, Balances
Oklahoma Community Credit Union (Plaid) Transactions, Balances
Oklahoma Educators Credit Union (Plaid) Transactions, Balances
Oklahoma Federal Credit Union (Plaid) Transactions, Balances
Oklahoma Heritage Bank (Plaid) Transactions, Balances
Oklahoma State Bank (Vinita, Langley, and Monkey Island) (Plaid) Transactions, Balances
Oklahoma Teachers Retirement System (Plaid) Transactions, Balances
Old Dominion National Bank - Personal (Plaid) Transactions, Balances
Old Dominion National Bank - Business (Plaid) Transactions, Balances
Old Fort Banking Company (Plaid) Transactions, Balances
Old Glory Bank (Plaid) Transactions, Balances
Old Mission Bank - Personal (Plaid) Transactions, Balances
Old Missouri Bank - Personal (Plaid) Transactions, Balances
Old Missouri Bank - Business (Plaid) Transactions, Balances
Old Mutual Financial Network (Plaid) Transactions, Balances
Old Ocean Federal Credit Union (Plaid) Transactions, Balances
Old Town Bank (Plaid) Transactions, Balances
Old West FCU (Plaid) Transactions, Balances
Olin Employee Ownership Plan (Plaid) Transactions, Balances
Olive View Federal Credit Union (Plaid) Transactions, Balances
Ollo Card Services (Plaid) Transactions, Balances
Olmsted National Bank (Plaid) Transactions, Balances
Olpe State Bank (Plaid) Transactions, Balances
Olympia Credit Union (WA) (Plaid) Transactions, Balances
Olympia Federal Savings (Plaid) Transactions, Balances
Omaha Federal Credit Union (Plaid) Transactions, Balances
Omaha Police Credit Union (Plaid) Transactions, Balances
Omega Federal Credit Union (Plaid) Transactions, Balances
OMISTA Credit Union (Plaid) Transactions, Balances
OmniBank (Plaid) Transactions, Balances
Omnivest, Inc. - MyStreetscape (Plaid) Transactions, Balances
On Tap Credit Union (Plaid) Transactions, Balances
One American Bank (Plaid) Transactions, Balances
One Community Bank (Plaid) Transactions, Balances
One Community Bank - Personal (Plaid) Transactions, Balances
One Community Bank - Business (Plaid) Transactions, Balances
One Credit Union (NY) (Plaid) Transactions, Balances
One Credit Union (Plaid) Transactions, Balances
ONE Federal Credit Union (Plaid) Transactions, Balances
One Florida Bank (Plaid) Transactions, Balances
One Nevada Credit Union (Plaid) Transactions, Balances
One Source Federal Credit Union (Plaid) Transactions, Balances
One South Bank (Plaid) Transactions, Balances
One United Federal Credit Union (Plaid) Transactions, Balances
One Vision Federal Credit Union (Plaid) Transactions, Balances
One World Bank (TX) (Plaid) Transactions, Balances
OneAmerica - Account Services (Plaid) Transactions, Balances
OneDigital (Plaid) Transactions, Balances
OneLocal Bank (Plaid) Transactions, Balances
OnePlace Bank - Personal (Plaid) Transactions, Balances
OnePlace Bank - Business (Plaid) Transactions, Balances
Ontario Montclair School Employees Federal Credit Union (Plaid) Transactions, Balances
Ontario Shores Federal Credit Union (Plaid) Transactions, Balances
Onyx (Plaid) Transactions, Balances
OOCL - YourBenefitSite (Plaid) Transactions, Balances
Oostburg State Bank - Personal (Plaid) Transactions, Balances
Open Bank (Plaid) Transactions, Balances
Open Bank - Cash Management (Plaid) Transactions, Balances
Opes Advisors Loan Servicing (Plaid) Transactions, Balances
OPPA Credit Union - Online Banking (Plaid) Transactions, Balances
Opportunities Credit Union (Plaid) Transactions, Balances
Opportunity Bank of Montana - Personal (Plaid) Transactions, Balances
OptimumBank (Plantation, FL) - Personal (Plaid) Transactions, Balances
OptimumBank (Plantation, FL) - Business (Plaid) Transactions, Balances
Optivest Wealth Management - Client Login (Plaid) Transactions, Balances
Optum Bank - Health Savings Account (Plaid) Transactions, Balances
Orange Bank & Trust Company (Plaid) Transactions, Balances
Orange County Community Foundation (Plaid) Transactions, Balances
Oregon Coast Bank (Plaid) Transactions, Balances
Oregon Community Credit Union - Credit Card (Plaid) Transactions, Balances
Oregon Pacific Bank (Plaid) Transactions, Balances
Oregon Trail Bank (Plaid) Transactions, Balances
Oregonians Credit Union (Plaid) Transactions, Balances
Oriental Financial Services (Plaid) Transactions, Balances
Orland Park Bank & Trust - Personal (Plaid) Transactions, Balances
Orland Park Bank & Trust - iBusiness Banking (Plaid) Transactions, Balances
Orrstown Bank (Plaid) Transactions, Balances
OSB Community Bank (IL) (Plaid) Transactions, Balances
Osgood State Bank (Plaid) Transactions, Balances
Oshawa Community Credit Union - Online Banking (Plaid) Transactions, Balances
Osoyoos Credit Union (Plaid) Transactions, Balances
Oswego Federal Credit Union (Plaid) Transactions, Balances
OTIS Federal Credit Union (Plaid) Transactions, Balances
Ottawa Senators Visa (Plaid) Transactions, Balances
Our Community Bank (IN) - Mobile Banking (Plaid) Transactions, Balances
Our Community Credit Union (Plaid) Transactions, Balances
OUR Credit Union - Online Banking (Plaid) Transactions, Balances
Outdoor Bank (Plaid) Transactions, Balances
Outlook Financial (Plaid) Transactions, Balances
Outreach Federal Credit Union (Hermitage, TN) (Plaid) Transactions, Balances
Overstock (Plaid) Transactions, Balances
Owen County State Bank (Plaid) Transactions, Balances
Owensboro Federal Credit Union (Plaid) Transactions, Balances
Owingsville Banking Company (Plaid) Transactions, Balances
Owners Bank (Plaid) Transactions, Balances
Oxford Bank (Plaid) Transactions, Balances
Oxford Bank - Personal (Plaid) Transactions, Balances
Oxford Bank - Business (Plaid) Transactions, Balances
Oxford Federal Credit Union (Plaid) Transactions, Balances
Ozark Federal Credit Union (Plaid) Transactions, Balances
Ozarks Federal Savings and Loan (Plaid) Transactions, Balances
Ozona Bank - Mobile Banking (Plaid) Transactions, Balances

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