Banking to CSV

Automatically Export & Sync Banking Data to CSV

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

Data sets

Transactions-Last X days
Date Rangable
InvestmentTransactions-Last X days
Date Rangable
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]

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.

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.

Cloud Required

Flatly is designed to refresh CSV files on a scheduled basis. Since Flatly does not have access to your desktop, the service requires a connection to any cloud drive or cloud storage.  You can easily download your CSV from your cloud using that cloud's download option.

Comma-Separated Values (CSV) files are simple, versatile, self-contained databases.

File Formats

Integration Flow



Step 1

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

Step 2

Authorize Banking with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize CSV with your credentials using the Basic, OAuth or Service Account 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

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

Get started with your data pipelines

Connect your data with our turnkey data integration solution so you can focus on running your business.