How frequently can I sync data from Banking to Smartsheet?

Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.

Does Flatly modify my Banking data during the sync?

No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Banking and securely loads it into Smartsheet without altering your original source data.

Do I need to write code to connect Banking to Smartsheet?

No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

Banking Spreadsheet Apps

Sync Banking to Smartsheet

Automatically sync your Banking data into Smartsheet with Flatly's no-code, triggerless, turnkey integration service.

Historical & Dynamic Data

One-way Sync

For Non-technical Users

Connect Banking to Smartsheet Which Banking API does Flatly use?

Source: Banking

Flatly connects to almost 10,000 financial institutions in the US and Canada via Plaid.

Auth: Plaid (OAuth)

Available datasets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days Date-ranged
Transactions-AllAvailable+Accounts Combo
Transactions-Last X days+Accounts Combo Date-ranged
InvestmentTransactions-All
InvestmentTransactions-Last X days Date-ranged
InvestmentTransactions-All+Accounts Combo
InvestmentTransactions-Last X days+Accounts Combo Date-ranged
InvestmentHoldings
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Destination: Smartsheet

Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc.

Auth: OAuth

Supported file formats

Smartsheet

How it works

1
Connect Banking

Authenticate Banking (Plaid (OAuth)) and Smartsheet (OAuth) in the Flatly dashboard. You only have to do this once.
2
Choose your datasets

Pick which Banking datasets to sync and set your sync frequency. The frequencies available to you depend on your Flatly plan.
3
Data lands in Smartsheet

Flatly uploads your Banking data to Smartsheet automatically and refreshes it based on your sync frequency.

What Banking Transactions look like in Smartsheet

Flatly writes a header row to Smartsheet, then one row per record. Nested Banking fields are flattened into their own columns, so the Transactions-AllAvailable dataset arrives as 54 columns.

Banking Transactions-AllAvailable

Sample Banking Transactions-AllAvailable rows in Smartsheet, showing 8 of 54 columns
	A	B	C	D	E	F	G	H
1	account_id	amount	iso_currency_code	counterparties_1_name	counterparties_1_type	counterparties_1_logo_url	counterparties_1_website	date
2	BxBXxLj1m4HMXBm9WZZmCWVbPjX16EHwv99vp	28.34	USD	DoorDash	marketplace	https://plaid-counterparty-logos.plaid.…	doordash.com	2023-09-28
3	BxBXxLj1m4HMXBm9WZZmCWVbPjX16EHwv90vp	68.02	USD	DoorDash 2	marketplace	https://plaid-counterparty-logos.plaid.…	doordash.com	2023-09-25
4	BxBXxLj1m4HMXBm9WZZmCWVbPjX16EHwv91vp	96.36	USD	DoorDash 3	marketplace	https://plaid-counterparty-logos.plaid.…	doordash.com	2023-09-22

Transactions

Example data. Showing 8 of 54 columns.

All 54 Banking Transactions-AllAvailable columns

account_id
account_owner
amount
iso_currency_code
unofficial_currency_code
check_number
counterparties_1_name
counterparties_1_type
counterparties_1_logo_url
counterparties_1_website
counterparties_1_entity_id
counterparties_1_confidence_level
counterparties_2_name
counterparties_2_type
counterparties_2_logo_url
counterparties_2_website
counterparties_2_entity_id
counterparties_2_confidence_level
date
datetime
authorized_date
authorized_datetime
location_address
location_city
location_region
location_postal_code
location_country
location_lat
location_lon
location_store_number
name
merchant_name
merchant_entity_id
merchant_category_code
logo_url
website
payment_meta_by_order_of
payment_meta_payee
payment_meta_payer
payment_meta_payment_method
payment_meta_payment_processor
payment_meta_ppd_id
payment_meta_reason
payment_meta_reference_number
payment_channel
pending
pending_transaction_id
personal_finance_category_primary
personal_finance_category_detailed
personal_finance_category_confidence_level
personal_finance_category_icon_url
transaction_id
transaction_code
transaction_type

FAQ: Banking

What is the difference between "banking" and "Plaid"?

Plaid is a trusted proxy for banking integrations. Flatly uses "Plaid" and "Banking" synonymously because, importantly, many users are unfamiliar with Plaid and simply want to find a data integration solution that works with their bank. In the data sync context Banking, Finance and Investments are all aliases for Plaid.

More information:

FAQ: Banking to Smartsheet

How frequently can I sync data from Banking to Smartsheet?: Flatly allows you to set custom sync frequencies ranging from every 10 minutes to once daily, depending on your Flatly pricing plan.
Does Flatly modify my Banking data during the sync?: No. Flatly provides a strict one-way sync. It extracts your historical and dynamic data from Banking and securely loads it into Smartsheet without altering your original source data.
Do I need to write code to connect Banking to Smartsheet?: No code is required. Flatly is a turnkey, no-code integration platform designed for non-technical users to securely connect their data sources and destinations in minutes.

“The interface is unbelievable. Flatly is so easy to use. After years of struggling with Zapier this is life changing.”

Melissa Cable

Project Manager, Aeolidia

Full data refresh

Maintain up-to-date flat files when any nested or bundled data changes in your source app.

Connection Management

Manage multiple tenants, with connection health monitoring.

Bulk Job Management

Control multiple jobs at the same time, with live progress monitoring.

Merged datasets

Export left-joined combo objects like deals+products.

Write options

Refresh one flat file or create a stack of timestamped versions.

Filterability

Include only the columns or views essential for your reporting.

Notifications

Get alerts about your syncs via email, webhooks or Slack notifications.

Logging

Access up to one thousand log entries for your sync operations.

Custom Field Enrichment

Get useful values in your data instead of identifiers or definitions.

Metadata Attachment

See file statistics alongside your flat files to keep track of their origins.

Dark UI Mode

Reduce eye strain and save energy by using our built in dark mode.

Programmatic Jobs

Queue jobs by making API calls or agent requests.

Time Stamp Enrichment

Get human-readable dates and times from UNIX timestamps.

High frequency

10-minute refresh cycles mean your data store is near real-time.

High capacity

Reliably flatten billions of cells to CSV files without hiccups.

Advanced Security

Two-factor authentication and Destination Lock controls.

Stripe-powered Billing

Reliable payments provider with automatic, familiar invoicing and 1% of Sales to Stripe Climate.

Mobile access

Manage your sync operations from your phone if you are traveling.

Connect Banking to Smartsheet

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