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 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
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") 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.

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 integration requires an Airtable Business or Enterprise Scale subscription.

More info: https://support.airtable.com/docs/airtable-sync-integration-sync-api

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

WaFd Bank (Plaid) Transactions, Balances
Wethos (Plaid) Transactions, Balances
Woodforest National Bank (Plaid) Transactions, Balances
Walmart MoneyCard by Green Dot (Plaid) Transactions, Balances
Wells Fargo (Plaid) Transactions, Balances
Wellby Financial (Plaid) Transactions, Balances
Wisely (Plaid) Transactions, Balances
Wright-Patt Credit Union (Plaid) Transactions, Balances
Walmart - Money Network Pay Card (Plaid) Transactions, Balances
WesBanco - Personal (Plaid) Transactions, Balances
WesBanco - Business (Plaid) Transactions, Balances
WSFS Bank - Personal (Plaid) Transactions, Balances
WSFS Bank - Business (Plaid) Transactions, Balances
Wings Financial Credit Union (Plaid) Transactions, Balances
Wilson Bank & Trust (Plaid) Transactions, Balances
WECU (Plaid) Transactions, Balances
Wealthfront (Plaid) Transactions, Balances
Webster Bank (Plaid) Transactions, Balances
Webster Bank - Business (Plaid) Transactions, Balances
Wintrust Bank N.A. - Digital Banking (Plaid) Transactions, Balances
Wintrust Bank N.A. - iBusiness Banking (Plaid) Transactions, Balances
WESTconsin Credit Union (Plaid) Transactions, Balances
Workers Credit Union (Plaid) Transactions, Balances
Washington Trust Bank - Personal (Plaid) Transactions, Balances
Westfield Bank (Plaid) Transactions, Balances
Webster First Federal Credit Union (Plaid) Transactions, Balances
Woodlands Bank (PA) (Plaid) Transactions, Balances
Wood & Huston Bank (Plaid) Transactions, Balances
Wanigas Credit Union (Plaid) Transactions, Balances
WeStreet Credit Union (Plaid) Transactions, Balances
Water and Power Community Credit Union (Plaid) Transactions, Balances
WinSouth Credit Union (Plaid) Transactions, Balances
Wauna Federal Credit Union (Plaid) Transactions, Balances
Wood County National Bank (Plaid) Transactions, Balances
West Community Credit Union (Plaid) Transactions, Balances
Wealthsimple (Canada) (Plaid) Transactions, Balances
W P Carey (Plaid) Transactions, Balances
W-BEE Federal Credit Union (Plaid) Transactions, Balances
Waco Federal Credit Union (Plaid) Transactions, Balances
Waddell & Associates, Inc - Client Center (Plaid) Transactions, Balances
Waddell & Reed, Inc. (Plaid) Transactions, Balances
Wadena State Bank - Personal (Plaid) Transactions, Balances
Waggoner National Bank (Plaid) Transactions, Balances
Wahoo State Bank (Plaid) Transactions, Balances
Wailuku Federal Credit Union (Plaid) Transactions, Balances
Wake Forest Federal (Plaid) Transactions, Balances
Wakefield Co-operative Bank (Plaid) Transactions, Balances
Wakota Federal Credit Union (South St. Paul, MN) (Plaid) Transactions, Balances
Walcott Trust and Savings Bank - Personal (Plaid) Transactions, Balances
Walden Mutual Bank (Plaid) Transactions, Balances
Walden Savings Bank (Plaid) Transactions, Balances
Waldo State Bank - Personal (Plaid) Transactions, Balances
Walker County Federal Credit Union (Plaid) Transactions, Balances
Walker State Bank (IA) (Plaid) Transactions, Balances
Walled Lake Schools Federal Credit Union (Plaid) Transactions, Balances
Wallis Bank - Personal (Plaid) Transactions, Balances
Wallkill Valley Federal Savings & Loan (Plaid) Transactions, Balances
Wally Dalenbach Visa (Plaid) Transactions, Balances
Walmart Rewards MasterCard (Plaid) Transactions, Balances
Walpole Co-operative Bank - Personal (Plaid) Transactions, Balances
Walters Bank and Trust (Plaid) Transactions, Balances
Walton County Teachers' Federal Credit Union (Plaid) Transactions, Balances
WaMu Health & Wealth (Plaid) Transactions, Balances
Ward Burton Visa (Plaid) Transactions, Balances
Warren & Hagensen Wealth Management, Inc (Investigo) (Plaid) Transactions, Balances
Warren Bank & Trust (Plaid) Transactions, Balances
Warren-Boynton State Bank (Plaid) Transactions, Balances
Wasatch Funds (Plaid) Transactions, Balances
Washington County Bank - Personal (Plaid) Transactions, Balances
Washington Financial Bank - Personal Online Banking (Plaid) Transactions, Balances
Washington Financial Bank - Business Internet Banking (Plaid) Transactions, Balances
Washington Gas - 401k (Plaid) Transactions, Balances
Washington Savings Bank (Plaid) Transactions, Balances
Washington Savings Bank (MA) - Personal (Plaid) Transactions, Balances
Washington Savings Bank (IL) (Plaid) Transactions, Balances
Washington State Bank (Plaid) Transactions, Balances
Washington State Bank (Plaid) Transactions, Balances
Washington State Bank (IL) (Plaid) Transactions, Balances
Washita State Bank (Plaid) Transactions, Balances
Washita Valley Bank (Plaid) Transactions, Balances
Waterbury Connecticut Teachers Federal Credit Union (Plaid) Transactions, Balances
Waterfall Bank (Plaid) Transactions, Balances
Waterford Bank - Personal Banking (Plaid) Transactions, Balances
Waterford Bank - Business (Plaid) Transactions, Balances
Waterfront Federal Credit Union (Plaid) Transactions, Balances
Waterman State Bank (Waterman, IL) (Plaid) Transactions, Balances
Watermark Bank (Plaid) Transactions, Balances
WaterStone Bank - Personal (Plaid) Transactions, Balances
Watertown Savings Bank (Plaid) Transactions, Balances
Watertown Savings Bank - Personal (Plaid) Transactions, Balances
Watkins Ross Retirement Services (Plaid) Transactions, Balances
Watson Living (Plaid) Transactions, Balances
Waukesha State Bank - Personal (Plaid) Transactions, Balances
Waukesha State Bank - Business (Plaid) Transactions, Balances
Waumandee State Bank (WI) - Personal Banking (Plaid) Transactions, Balances
Wave Federal Credit Union (Plaid) Transactions, Balances
Wawa - Citi Card (Plaid) Transactions, Balances
Waycross Bank & Trust (Plaid) Transactions, Balances
Wayfair - Citi Card (Plaid) Transactions, Balances
Wayfair Card (Comenity) (Plaid) Transactions, Balances
Wayne Bank (PA) - Personal (Plaid) Transactions, Balances
Wayne Bank (PA) - Business (Plaid) Transactions, Balances
Wayne Bank (IN) - Business (Plaid) Transactions, Balances
Wayne Bank and Trust Co. (IN) (Plaid) Transactions, Balances
Wayne County Bank (Plaid) Transactions, Balances
Wayne County Community Credit Union (Plaid) Transactions, Balances
Wayne Hummer Investments (Plaid) Transactions, Balances
Wayne Savings Community Bank - Personal (Plaid) Transactions, Balances
Wayne Savings Community Bank - Business (Plaid) Transactions, Balances
Wayne Westland FCU (Plaid) Transactions, Balances
WCF Financial Bank (Plaid) Transactions, Balances
WCLA Credit Union (Plaid) Transactions, Balances
We Florida Financial (Plaid) Transactions, Balances
WEA Credit Union (Plaid) Transactions, Balances
Wealth and Tax Advisory - Client Toolkit (Plaid) Transactions, Balances
WealthOne Bank of Canada (Plaid) Transactions, Balances
Wealthscape (Plaid) Transactions, Balances
Wealthscape - Prudential (Plaid) Transactions, Balances
Wealthscape Investor - Commonwealth (Plaid) Transactions, Balances
WealthSouth (Plaid) Transactions, Balances
WealthViews - Stock Purchase Plans (ACS) (Plaid) Transactions, Balances
WealthViews - Stock Purchase Plans (KWK) (Plaid) Transactions, Balances
Web401k (Plaid) Transactions, Balances
WebBank (Plaid) Transactions, Balances
Webplan Services (Plaid) Transactions, Balances
Webster Five Cents Bank (Plaid) Transactions, Balances
WEE Federal Credit Union (Plaid) Transactions, Balances
Welch and Forbes (Plaid) Transactions, Balances
Welch State Bank (Plaid) Transactions, Balances
Welcome Federal Credit Union (Plaid) Transactions, Balances
Weld Community Credit Union (Plaid) Transactions, Balances
Wellington Shields (Plaid) Transactions, Balances
Wellington State Bank (Plaid) Transactions, Balances
WellingtonHQ (Plaid) Transactions, Balances
Wells River Savings Bank (Plaid) Transactions, Balances
Wells Timberland REIT (Plaid) Transactions, Balances
Wellspring Credit Union (Plaid) Transactions, Balances
Wenona State Bank (Plaid) Transactions, Balances
WEOKIE Credit Union (Plaid) Transactions, Balances
WEPCO Federal Credit Union (Plaid) Transactions, Balances
Werntz & Associates - Participant (Plaid) Transactions, Balances
WES Credit Union (Plaid) Transactions, Balances
Wescom Credit Union (Plaid) Transactions, Balances
Wesla Credit Union (Plaid) Transactions, Balances
Wesleyan Investment Foundation (Plaid) Transactions, Balances
West Alabama Bank & Trust (Plaid) Transactions, Balances
West Bank (IA) - Personal (Plaid) Transactions, Balances
West Central Bank (Plaid) Transactions, Balances
West Central Georgia Bank (Plaid) Transactions, Balances
West Coast Federal Employees Credit Union (Plaid) Transactions, Balances
West Coast Trust (Plaid) Transactions, Balances
West Gate Bank - Personal (Plaid) Transactions, Balances
West Iowa Bank - Personal (Plaid) Transactions, Balances
West Metro Schools Credit Union (Plaid) Transactions, Balances
West Michigan Community Bank (Plaid) Transactions, Balances
West Michigan Credit Union (Plaid) Transactions, Balances
West Michigan Postal Service Federal Credit Union (Plaid) Transactions, Balances
West Plains Bank & Trust Company - Personal (Plaid) Transactions, Balances
West Plains Bank & Trust Company - Business eBanking (Plaid) Transactions, Balances
West Plains Savings and Loan Association (Plaid) Transactions, Balances
West Point Bank (Plaid) Transactions, Balances
West Pointe Bank (Plaid) Transactions, Balances
West Shore Bank (Plaid) Transactions, Balances
West Texas Credit Union (Plaid) Transactions, Balances
West Texas National Bank - Retail (Plaid) Transactions, Balances
West Texas State Bank (Plaid) Transactions, Balances
West Town Bank & Trust (Plaid) Transactions, Balances
West Union Bank (Plaid) Transactions, Balances
West Valley National Bank (Plaid) Transactions, Balances
West View Savings Bank (Plaid) Transactions, Balances
West Virginia Central CU (Plaid) Transactions, Balances
West Virginia Federal Credit Union (Plaid) Transactions, Balances
West Virginia SMART529 Direct (Plaid) Transactions, Balances
West-Aircomm FCU (Plaid) Transactions, Balances
Westamerica Bank (Plaid) Transactions, Balances
WestAmerica Bank - Credit Card (Plaid) Transactions, Balances
Westbound Bank (Plaid) Transactions, Balances
Westbridge Bank & Trust - Business (Plaid) Transactions, Balances
Westbury Bank - Personal (Plaid) Transactions, Balances
Westby Co-Op Credit Union (Plaid) Transactions, Balances
WestEdge Credit Union (Plaid) Transactions, Balances
Westerly Community Credit Union (Plaid) Transactions, Balances
Western & Southern Life (Plaid) Transactions, Balances
Western AgCredit (Plaid) Transactions, Balances
Western Alliance Bank - Personal (Plaid) Transactions, Balances
Western Alliance Bank - Business (Plaid) Transactions, Balances
Western Bank (Arizona and New Mexico) (Plaid) Transactions, Balances
Western Bank (TX) (Plaid) Transactions, Balances
Western Bank of Artesia (Plaid) Transactions, Balances
Western Bank of Clovis (Plaid) Transactions, Balances
Western Commerce Bank (Plaid) Transactions, Balances
Western Cooperative Credit Union (Plaid) Transactions, Balances
Western CT Federal Credit Union (Plaid) Transactions, Balances
Western Dakota Bank (Plaid) Transactions, Balances
Western Division Federal Credit Union (Plaid) Transactions, Balances
Western Healthcare FCU (Plaid) Transactions, Balances
Western Heritage Bank (Plaid) Transactions, Balances
Western Indiana CU (Plaid) Transactions, Balances
Western International Securities (Plaid) Transactions, Balances
Western International Securities, Inc (Plaid) Transactions, Balances
Western National Bank (Plaid) Transactions, Balances
Western National Trust Company (WNTC) - Trust Reporter (Plaid) Transactions, Balances
Western Nebraska Bank - Online Banking (Plaid) Transactions, Balances
Western New York Credit Union (Plaid) Transactions, Balances
Western Region Credit Union (Plaid) Transactions, Balances
Western Security Bank (Plaid) Transactions, Balances
Western State Bank - Personal (Plaid) Transactions, Balances
Western State Bank (KS) (Plaid) Transactions, Balances
Western State Bank - Business (Plaid) Transactions, Balances
Western State Bank (KS) - Business Online banking (Plaid) Transactions, Balances
Western States Bank - Personal (Plaid) Transactions, Balances
Western States Bank - Business (Plaid) Transactions, Balances
Western Sun Credit Union (Plaid) Transactions, Balances
Western Vista Federal Credit Union (Plaid) Transactions, Balances
Westerra Credit Union - Business (Plaid) Transactions, Balances
WesTex Community Credit Union (Plaid) Transactions, Balances
WesTex Federal Credit Union (Plaid) Transactions, Balances
Westfield Bank (OH) (Plaid) Transactions, Balances
Westlake Village Qasite1 (Plaid) Transactions, Balances
Westmark Credit Union (Plaid) Transactions, Balances
Westminster Federal Credit Union (Plaid) Transactions, Balances
Westoba Credit Union - Online Banking (Plaid) Transactions, Balances
Westport Federal Credit Union (Plaid) Transactions, Balances
Westport Resources (Plaid) Transactions, Balances
WestSide State Bank (Plaid) Transactions, Balances
WestStar Bank (Plaid) Transactions, Balances
WestStar Credit Union (NV) (Plaid) Transactions, Balances
Westwood Holdings Group - Trust Account (Plaid) Transactions, Balances
Wetherby Asset Management (Plaid) Transactions, Balances
Wexford Community Credit Union (Plaid) Transactions, Balances
Weyburn Credit Union (Plaid) Transactions, Balances
Weyco Community Credit Union (Plaid) Transactions, Balances
WH Security (Plaid) Transactions, Balances
Wheatland Bank (Plaid) Transactions, Balances
Wheatland FCU (Plaid) Transactions, Balances
Wheaton Bank & Trust Company N.A. - .COMmunity Banking (Plaid) Transactions, Balances
Wheaton Bank & Trust Company N.A. - iBusiness Banking (Plaid) Transactions, Balances
Wheelhouse Credit Union (Plaid) Transactions, Balances
Whitaker Bank (KY) - Whitaker Bank WeB (Plaid) Transactions, Balances
White County Federal Credit Union (Plaid) Transactions, Balances
White Crown FCU (Plaid) Transactions, Balances
White Eagle Credit Union (Plaid) Transactions, Balances
White Oaks Wealth Private Bank - Personal (Plaid) Transactions, Balances
White River Credit Union (VM) (Plaid) Transactions, Balances
White River Credit Union (WA) (Plaid) Transactions, Balances
White Rose Credit Union (Plaid) Transactions, Balances
White Sands Credit Union (Plaid) Transactions, Balances
White State Bank (Plaid) Transactions, Balances
Whitefish Credit Union (Plaid) Transactions, Balances
Whitesville State Bank (Plaid) Transactions, Balances
Whiting Refinery Federal Credit Union (Plaid) Transactions, Balances
Whitney Securities - Streetscape (Plaid) Transactions, Balances
Whitney Treasury Management (Plaid) Transactions, Balances
Whitney Trust & Asset Management - 401k Access (Plaid) Transactions, Balances
Wichita Federal Credit Union (Plaid) Transactions, Balances
Widget Financial (Plaid) Transactions, Balances
Wilcox County State Bank (Plaid) Transactions, Balances
Wildfire Credit Union (Plaid) Transactions, Balances
Wiley Bros (Plaid) Transactions, Balances
Willa (Plaid) Transactions, Balances
Willamette Community Bank - Personal (Plaid) Transactions, Balances
Willamette Valley Bank - Personal (Plaid) Transactions, Balances
William Penn Bank, FSB (Plaid) Transactions, Balances
Williams Financial Group (Plaid) Transactions, Balances
Williams Lake & District Credit Union (Plaid) Transactions, Balances
Williams Lake & District Credit Union - Credit Card (Plaid) Transactions, Balances
Williamstown Bank (Plaid) Transactions, Balances
Wilmington Savings Bank - Personal (Plaid) Transactions, Balances
Wilson & Muir Bank & Trust Co. (Plaid) Transactions, Balances
Wilson-Davis & Co. Inc. (Plaid) Transactions, Balances
Winchester Co-operative Bank (Plaid) Transactions, Balances
Winchester Co-operative Bank (Plaid) Transactions, Balances
Winchester Savings Bank - Personal (Plaid) Transactions, Balances
Winden (Plaid) Transactions, Balances
Windowpane Bank (Plaid) Transactions, Balances
Windsor Family Credit Union - Personal Banking (Plaid) Transactions, Balances
Windsor Federal Savings (Plaid) Transactions, Balances
Windsor Locks Credit Union (Plaid) Transactions, Balances
WinFirst Bank (Plaid) Transactions, Balances
Wingspan (Plaid) Transactions, Balances
Winnebago Community Credit Union (WI) (Plaid) Transactions, Balances
Winnipeg Police Credit Union (Plaid) Transactions, Balances
Winona National Bank (Plaid) Transactions, Balances
Winslow (Plaid) Transactions, Balances
Winslow - MyStreetscape (Plaid) Transactions, Balances
Winslow Green Mutual Funds - Shareholder Access (Plaid) Transactions, Balances
Winter Hill Bank - Personal (Plaid) Transactions, Balances
Winter Park National Bank (Plaid) Transactions, Balances
Winthrop Area Credit Union (Plaid) Transactions, Balances
Winthrop-University Hospital Employ Credit Union (Plaid) Transactions, Balances
Winton Savings & Loan Company (Plaid) Transactions, Balances
Wintrust - Wealth Management Investments (Plaid) Transactions, Balances
WipFli LLP Benefit Plan Services (Plaid) Transactions, Balances
Wisconsin Bank & Trust (Plaid) Transactions, Balances
Wisconsin Housing and Economic Development (Plaid) Transactions, Balances
Wisconsin Medical Credit Union (Plaid) Transactions, Balances
Wisconsin's Cleveland State Bank (WI) (Plaid) Transactions, Balances
Wise (US) (Plaid) Transactions, Balances
Wise (CA) (Plaid) Transactions, Balances
Wit Federal Credit Union (Plaid) Transactions, Balances
Wix (Plaid) Transactions, Balances
WNB Financial (Winona, MN) (Plaid) Transactions, Balances
Woburn Municipal Federal Credit Union (Plaid) Transactions, Balances
Wolf River Community Bank (Plaid) Transactions, Balances
Wolverine State Credit Union (Plaid) Transactions, Balances
Woman Within (Plaid) Transactions, Balances
Womens Financial Network at Siebert (Plaid) Transactions, Balances
WonderFi (Plaid) Transactions, Balances
Woodbury Financial (Plaid) Transactions, Balances
Woodford State Bank (WI) - Personal (Plaid) Transactions, Balances
Woodland Bank (MN) - Personal (Plaid) Transactions, Balances
Woodlands National Bank - Personal (Plaid) Transactions, Balances
Woodsboro Bank (Plaid) Transactions, Balances
Woodsfield Savings Bank (OH) (Plaid) Transactions, Balances
WoodStock Corporation (Plaid) Transactions, Balances
Woodsville Guaranty Savings Bank (Plaid) Transactions, Balances
WoodTrust Bank - Personal (Plaid) Transactions, Balances
WoodTrust Bank - Business Internet Banking (Plaid) Transactions, Balances
Woodway Financial Advisors - Client Access (Plaid) Transactions, Balances
Woori America Bank - Internet Banking (Plaid) Transactions, Balances
Worcester Credit Union (Plaid) Transactions, Balances
Workmade (Plaid) Transactions, Balances
Worthington Federal Bank (Plaid) Transactions, Balances
Worthington Federal Savings Bank (Plaid) Transactions, Balances
Wray State Bank & Windsor State Bank (Plaid) Transactions, Balances
Wrentham Co-operative Bank - Personal (Plaid) Transactions, Balances
WSECU (Plaid) Transactions, Balances
WyHy Federal Credit Union (Plaid) Transactions, Balances
Wymar Federal Credit Union (Plaid) Transactions, Balances
WYO Central Federal Credit Union (Plaid) Transactions, Balances
WYO Central Federal Credit Union (Plaid) Transactions, Balances
Wyo-Central Fedral Credit Union (Plaid) Transactions, Balances
Wyoming Bank (Cheyenne, Burns WI) - Personal (Plaid) Transactions, Balances
Wyoming Community Bank (Plaid) Transactions, Balances
Wyrope Williamsport Credit Union (Plaid) Transactions, Balances

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