Sync Banking Data to OneDrive for Business

Banking
OneDrive for Business

Automatically Replicate Banking Data to OneDrive for Business

Using Flatly's easy-to-use, no-code integration platform.
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
Transactions-AllAvailable+Accounts
Transactions-Last X days+Accounts
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentTransactions-All+Accounts
InvestmentTransactions-Last X days+Accounts
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

Flatly 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.

Combined Data Sets

This integration provides pre-blended (combined) data sets that are related, which means more useful data for analytics and less manual work in terms of joining data.

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 OneDrive integration handles multi-part large file uploads automatically.

PowerBI reads CSV or XLSX files directly from OneDrive for Business.

File Formats

XLSX (Parsed)

XLSX (Raw)

CSV (Parsed)

CSV (Raw)

NDJSON

Markdown

Integration Flow

Setup

Step 1

Select Banking from the Data Source dropdown and OneDrive for Business from the Data Destination dropdown.

Step 2

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

Step 3

Authorize OneDrive for Business with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 15 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

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Connect Banking to Airtable


Amazon S3

Connect Banking to Amazon S3


Azure Storage

Connect Banking to Azure Storage


Box

Connect Banking to Box


Connect Banking to ChatGPT Apps


Cloud Storage

Connect Banking to Cloud Storage


Connect Banking to CSV


Dropbox

Connect Banking to Dropbox


Excel

Connect Banking to Excel


Excel Online

Connect Banking to Excel Online


Connect Banking to FTP


Google BigQuery

Connect Banking to Google BigQuery


Google Cloud Storage

Connect Banking to Google Cloud Storage


Google Drive

Connect Banking to Google Drive


Google Looker Studio

Connect Banking to Google Looker Studio


Google Sheets

Connect Banking to Google Sheets


Looker

Connect Banking to Looker


Markdown

Connect Banking to Markdown


Microsoft Power BI

Connect Banking to Microsoft Power BI


OneDrive

Connect Banking to OneDrive


Connect Banking to SFTP


Smartsheet

Connect Banking to Smartsheet


Zoho Sheet

Connect Banking to Zoho Sheet


Walkthrough Video

Extended Data Sources

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