Banking to Smartsheet

Automatically Export & Sync Banking Data to Smartsheet

Banking
a black arrow pointing to the right
Smartsheet
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.

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

File Formats

Smartsheet

Integration Flow

Setup

Step 1

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

Step 2

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

Step 3

Authorize Smartsheet with your credentials using the OAuth 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

UBS - Online Services (Plaid) Transactions, Balances
USAA (Plaid) Transactions, Balances
U.S. Bank (Plaid) Transactions, Balances
Union Bank (Plaid) Transactions, Balances
U.S. Bank ReliaCard (Plaid) Transactions, Balances
Umpqua Bank - Personal (Plaid) Transactions, Balances
Umpqua Bank - Business (Plaid) Transactions, Balances
UMB Bank - Personal (Plaid) Transactions, Balances
UMB Bank - Card Center Direct (Plaid) Transactions, Balances
United Bank - Personal & Small Business (Plaid) Transactions, Balances
United Bank - Business (Plaid) Transactions, Balances
University Federal Credit Union (TX) - Online Banking (Plaid) Transactions, Balances
United Bank (Plaid) Transactions, Balances
United Federal Credit Union (Plaid) Transactions, Balances
Utah Community Credit Union (Plaid) Transactions, Balances
United Heritage Credit Union (Plaid) Transactions, Balances
Union Bank & Trust Company (NE) - Personal (Plaid) Transactions, Balances
Union Bank & Trust Company (NE) - Business (Plaid) Transactions, Balances
United Community Bank (Plaid) Transactions, Balances
UBank - Personal Online Banking (Plaid) Transactions, Balances
UBank - Business Online Banking (Plaid) Transactions, Balances
Univest - Personal (Plaid) Transactions, Balances
Univest - Business (Plaid) Transactions, Balances
USF Federal Credit Union (Plaid) Transactions, Balances
University Credit Union (Plaid) Transactions, Balances
UVA Community Credit Union (University of Virginia) (Plaid) Transactions, Balances
UNIFY Financial Credit Union (Plaid) Transactions, Balances
US Community Credit Union (Plaid) Transactions, Balances
Unitus Community Credit Union (Plaid) Transactions, Balances
Utah First Credit Union (Plaid) Transactions, Balances
United Community Bank (IA) - Personal (Plaid) Transactions, Balances
Universal 1 Credit Union (Plaid) Transactions, Balances
Union Savings Bank (Plaid) Transactions, Balances
United Bank (Plaid) Transactions, Balances
UniBank (Plaid) Transactions, Balances
United Mississippi Bank (Plaid) Transactions, Balances
USALLIANCE Financial (Plaid) Transactions, Balances
U-fi (Plaid) Transactions, Balances
U-Haul Federal Credit Union (Plaid) Transactions, Balances
U. P. Connection FCU (Plaid) Transactions, Balances
U.P. State Credit Union (Plaid) Transactions, Balances
U.S. Century Bank - Online Banking (Plaid) Transactions, Balances
U.S. Postal Service FCU (Plaid) Transactions, Balances
U.S. Small Business Administration (Plaid) Transactions, Balances
U.S.E. Credit Union (Plaid) Transactions, Balances
UARK Federal Credit Union (Plaid) Transactions, Balances
UASConnect (Plaid) Transactions, Balances
UB Connect (Plaid) Transactions, Balances
UBank (TN) (Plaid) Transactions, Balances
UBank (Jellico, TN) (Plaid) Transactions, Balances
Uber Pro Card (Plaid) Transactions, Balances
UBI Federal Credit Union (Plaid) Transactions, Balances
UBS EquatePlus (Plaid) Transactions, Balances
UBS One source - Actuant (Plaid) Transactions, Balances
UBS One Source - Alcatel-Lucent (Plaid) Transactions, Balances
UBS One Source - Alcon (Plaid) Transactions, Balances
UBS One Source - Anheuser - Busch (Plaid) Transactions, Balances
UBS One Source - ARIAD (Plaid) Transactions, Balances
UBS One Source - BDX (Plaid) Transactions, Balances
UBS One Source - Broadcom (Plaid) Transactions, Balances
UBS One Source - Cardinal Health (Plaid) Transactions, Balances
UBS One Source - COVIDIEN (Plaid) Transactions, Balances
UBS One Source - EPAM SYSTEMS (Plaid) Transactions, Balances
UBS One Source - Freddie Mac (Plaid) Transactions, Balances
UBS One Source - JDSU (Plaid) Transactions, Balances
UBS One Source - Joy Global (Plaid) Transactions, Balances
UBS One Source - Kimco Realty (Plaid) Transactions, Balances
UBS One Source - Korn/Ferry International (Plaid) Transactions, Balances
UBS One Source - LifePoint Hospitals Inc (Plaid) Transactions, Balances
UBS One Source - NII Holdings (Plaid) Transactions, Balances
UBS One Source - Nortel (Plaid) Transactions, Balances
UBS One Source - Philip Morris International (Plaid) Transactions, Balances
UBS One Source - Praxair (Plaid) Transactions, Balances
UBS One Source - Savient (Plaid) Transactions, Balances
UBS One Source - The Cooper Companies (Plaid) Transactions, Balances
UBS OneSource - AIG (Plaid) Transactions, Balances
UDirect IRA Services (Plaid) Transactions, Balances
UFB Direct (Plaid) Transactions, Balances
UFCW Federal Credit Union (Plaid) Transactions, Balances
UFirst Credit Union (UT) (Plaid) Transactions, Balances
UFirst Federal Credit Union (Plaid) Transactions, Balances
Ugami (Plaid) Transactions, Balances
UHS Employees Credit Union (Plaid) Transactions, Balances
Ukrainian Credit Union (Plaid) Transactions, Balances
Ukrainian Federal Credit Union (Plaid) Transactions, Balances
Ukrainian Selfreliance Federal Credit Union (Plaid) Transactions, Balances
Ukrainian Selfreliance Michigan FCU (Plaid) Transactions, Balances
ULLICO 401(k) Portal (Plaid) Transactions, Balances
Ulster Savings Bank - Online (Plaid) Transactions, Balances
Ulta Rewards Credit Card (Plaid) Transactions, Balances
Ulta Rewards Mastercard (Plaid) Transactions, Balances
Ultima Bank (MN) - Personal (Plaid) Transactions, Balances
UMassFive College Federal Credit Union (Plaid) Transactions, Balances
UmbrellaBank.com - Personal (Plaid) Transactions, Balances
UME Federal Credit Union (Plaid) Transactions, Balances
UMR - Member Login (Plaid) Transactions, Balances
UNCLE Credit Union (Plaid) Transactions, Balances
UniBank (WA) (Plaid) Transactions, Balances
UNICO Bank (Plaid) Transactions, Balances
Unified Bank - Personal and Business (Plaid) Transactions, Balances
Uninet Healthcare Network (Plaid) Transactions, Balances
Union Bank - Personal (Plaid) Transactions, Balances
Union Bank (Plaid) Transactions, Balances
Union Bank - Credit (Plaid) Transactions, Balances
Union Bank & Trust - Credit Cards (Plaid) Transactions, Balances
Union Bank & Trust Co. (AR) (Plaid) Transactions, Balances
Union Bank & Trust Retirement Plan Services - Participant (Plaid) Transactions, Balances
Union Bank (NC) (Plaid) Transactions, Balances
Union Bank (Vermont | New Hampshire) (Plaid) Transactions, Balances
Union Bank and Trust - Credit Cards (Plaid) Transactions, Balances
Union Bay Credit Union - Personal Banking (Plaid) Transactions, Balances
Union Federal Savings and Loan (Plaid) Transactions, Balances
Union Home Mortgage (Plaid) Transactions, Balances
Union National Bank - Personal (Plaid) Transactions, Balances
Union National Bank - Business (Plaid) Transactions, Balances
Union National Bank & Trust Co. (Sparta, WI) - Personal (Plaid) Transactions, Balances
Union Pacific Of Arkansas Credit Union (Plaid) Transactions, Balances
Union Savings & Loan Association (Plaid) Transactions, Balances
Union Savings Bank (Plaid) Transactions, Balances
Union Savings Bank (Personal Banking) - Personal (Plaid) Transactions, Balances
Union Savings Bank (Personal Banking) - Business (Plaid) Transactions, Balances
Union Square Credit Union (Plaid) Transactions, Balances
Union State Bank (Plaid) Transactions, Balances
Union State Bank (Plaid) Transactions, Balances
Union State Bank (Winterset, IA) - Personal (Plaid) Transactions, Balances
Union State Bank (Plaid) Transactions, Balances
Union State Bank (Everest) (Plaid) Transactions, Balances
Union State Bank (Uniontown, KS) (Plaid) Transactions, Balances
Union Trades Credit Union (Plaid) Transactions, Balances
UnionHome Mortgage (Plaid) Transactions, Balances
Unison Bank - Personal (Plaid) Transactions, Balances
Unison Bank - Business (Plaid) Transactions, Balances
Unison Credit Union (Plaid) Transactions, Balances
Unita Bank (Plaid) Transactions, Balances
UNITE Credit Union (Plaid) Transactions, Balances
United 1st FCU (Plaid) Transactions, Balances
United Bank (AL) - Personal (Plaid) Transactions, Balances
United Bank (AL) - Business (Plaid) Transactions, Balances
United Bank & Trust (Marshalltown, IA) (Plaid) Transactions, Balances
United Bank & Trust (KS) (Plaid) Transactions, Balances
United Bank of El Paso - Personal (Plaid) Transactions, Balances
United Bank of Iowa (Plaid) Transactions, Balances
United Bank of Michigan - Personal (Plaid) Transactions, Balances
United Bank of Michigan - Business (Plaid) Transactions, Balances
United Bank of Philadelphia - Personal (Plaid) Transactions, Balances
United Bank of Union (Plaid) Transactions, Balances
United Bay Community Credit Union (Plaid) Transactions, Balances
United Bay Community CU (Plaid) Transactions, Balances
United Brokerage Services,Inc (Plaid) Transactions, Balances
United Business & Industry FCU (Plaid) Transactions, Balances
United Business Bank (Plaid) Transactions, Balances
United Catholics Federal Credit Union (Plaid) Transactions, Balances
United Churches Credit Union (Plaid) Transactions, Balances
United Citizens Bank & Trust (Plaid) Transactions, Balances
United Citizens Bank of Southern Kentucky (Plaid) Transactions, Balances
United Community Bank (LA) - Business (Plaid) Transactions, Balances
United Community Bank (Perham, MN) (Plaid) Transactions, Balances
United Community Bank (Plaid) Transactions, Balances
United Community Bank (LA) - Personal (Plaid) Transactions, Balances
United Community Bank - Personal (Plaid) Transactions, Balances
United Community Bank - Business (Plaid) Transactions, Balances
United Community Bank of West Kentucky (Plaid) Transactions, Balances
United Community Credit Union (Plaid) Transactions, Balances
United Community Credit Union (Plaid) Transactions, Balances
United Credit Union (Plaid) Transactions, Balances
United Credit Union (MO) (Plaid) Transactions, Balances
United Credit Union (UNCU) (Plaid) Transactions, Balances
United Cumberland Bank (Plaid) Transactions, Balances
United Development Funding (Plaid) Transactions, Balances
United Energy Credit Union (Plaid) Transactions, Balances
United Farmers State Bank (Plaid) Transactions, Balances
United Fidelity Bank - Personal (Plaid) Transactions, Balances
United Fidelity Bank - Business (Plaid) Transactions, Balances
United Financial Credit Union (Plaid) Transactions, Balances
United First Credit Union (Plaid) Transactions, Balances
United Life Insurance Company - Client Access (Plaid) Transactions, Balances
United Local Credit Union (Fresno, CA) (Plaid) Transactions, Balances
United Midwest Savings Bank - Personal (Plaid) Transactions, Balances
United Minnesota Bank (Plaid) Transactions, Balances
United National Bank (Plaid) Transactions, Balances
United Northwest Credit Union (Plaid) Transactions, Balances
United Pacific Bank (CA) - Personal (Plaid) Transactions, Balances
United Planners (Albridge) - Client Access (Plaid) Transactions, Balances
United Prairie Bank - Personal (Plaid) Transactions, Balances
United Prairie Bank - Business (Plaid) Transactions, Balances
United Republic Bank - Personal (Plaid) Transactions, Balances
United Savings Bank (Plaid) Transactions, Balances
United Savings Credit Union (Plaid) Transactions, Balances
United Security Bank - Personal (Plaid) Transactions, Balances
United Security Bank - e-Business Solutions (Plaid) Transactions, Balances
United Southeast Federal Credit Union (Plaid) Transactions, Balances
United Southern Bank (Plaid) Transactions, Balances
United Southern Bank - Portfolio Review (Plaid) Transactions, Balances
United Southern Bank - Personal (Plaid) Transactions, Balances
United Southern Bank - Business (Plaid) Transactions, Balances
United State Bank (Plaid) Transactions, Balances
United States Senate Federal Credit Union (Plaid) Transactions, Balances
United Teletech Financial FCU (Plaid) Transactions, Balances
United Texas Bank (Plaid) Transactions, Balances
United Texas Credit Union (Plaid) Transactions, Balances
United Trades Federal Credit Union (Plaid) Transactions, Balances
United Valley Bank (Plaid) Transactions, Balances
United Wholesale Mortgage (Plaid) Transactions, Balances
United Wholesale Mortgage - Online Payment Login (Plaid) Transactions, Balances
Unity Bank (Plaid) Transactions, Balances
Unity Bank (MN, WI) - Online Banking (Plaid) Transactions, Balances
Unity Bank - Business (Plaid) Transactions, Balances
Unity Credit Union (Plaid) Transactions, Balances
Unity National Bank - Personal (Plaid) Transactions, Balances
Unity National Bank - Business (Plaid) Transactions, Balances
Unity One Credit Union (Plaid) Transactions, Balances
Universal Bank (Plaid) Transactions, Balances
Universal City Studios Credit Union (Plaid) Transactions, Balances
Universal Federal Credit Union (Plaid) Transactions, Balances
Universal Financial Group - Client Access (Plaid) Transactions, Balances
University Bank (MI) - Personal (Plaid) Transactions, Balances
University Bank (MI) - Business (Plaid) Transactions, Balances
University Credit Union (ME) (Plaid) Transactions, Balances
University Credit Union - Miami (Plaid) Transactions, Balances
University of Hawai’i Federal Credit Union (Plaid) Transactions, Balances
University of Illinois Community Credit Union (Plaid) Transactions, Balances
University of Kentucky Federal Credit Union (Plaid) Transactions, Balances
University of Michigan Credit Union (Plaid) Transactions, Balances
University of Nebraska Credit Union (Plaid) Transactions, Balances
University of New Orleans Federal Credit Union (Plaid) Transactions, Balances
University of Pennsylvania Student Credit Union (Plaid) Transactions, Balances
University of Phoenix 401(k) Plan & Stock Purchase Plan (Plaid) Transactions, Balances
University Of South Alabama Credit Union (Plaid) Transactions, Balances
University of Toledo Federal Credit Union (Plaid) Transactions, Balances
University of Toledo Federal Credit Union (Plaid) Transactions, Balances
UniWyo Federal Credit Union (Plaid) Transactions, Balances
Unum - Client Access (Plaid) Transactions, Balances
Upper Cumberland Federal Credit Union (Plaid) Transactions, Balances
Upper Peninsula State Bank (MI) (Plaid) Transactions, Balances
Upstate Federal Credit Union (Plaid) Transactions, Balances
Upward Credit Union (Plaid) Transactions, Balances
Urban Partnership Bank - Personal Online (Plaid) Transactions, Balances
Urban Upbound Federal Credit Union (Plaid) Transactions, Balances
URE Federal Credit Union (Plaid) Transactions, Balances
US Bencor - Retirement (Plaid) Transactions, Balances
US Eagle Federal Credit Union (Plaid) Transactions, Balances
US Federal 1364 Credit Union (Plaid) Transactions, Balances
US Metro Bank - Personal (Plaid) Transactions, Balances
US Metro Bank - Business (Plaid) Transactions, Balances
USAble Life - Client Access (Plaid) Transactions, Balances
USAFA AOG MBNA - Credit Card (Plaid) Transactions, Balances
USC Credit Union (Plaid) Transactions, Balances
USMA AOG MBNA Visa (Plaid) Transactions, Balances
USU Credit Union (Plaid) Transactions, Balances
USX Federal Credit Union (Plaid) Transactions, Balances
UT Federal Credit Union (Plaid) Transactions, Balances
Utah Community Bank (Plaid) Transactions, Balances
Utah Heritage Credit Union (Plaid) Transactions, Balances
Utah Independent Bank (Plaid) Transactions, Balances
Utah Power Credit Union (Plaid) Transactions, Balances
Utah Retirement Services - myURS (Plaid) Transactions, Balances
Utica Gas and Electric Credit Union (Plaid) Transactions, Balances
Utilities Employees Credit Union (Plaid) Transactions, Balances
Utility Employees Credit Union (Plaid) Transactions, Balances
uVest Financial Services - Institution & Consultant (Plaid) Transactions, Balances
UW Credit Union (Plaid) Transactions, Balances
Uwharrie Bank (Plaid) Transactions, Balances

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