Banking to CSV

Automatically Export & Sync Banking Data to CSV

Banking
a black arrow pointing to the right
CSV
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 integrates with
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.

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

Flatly
Dashboard

Setup

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

Zeta (Plaid) Transactions, Balances
Zions Bank (Plaid) Transactions, Balances
Zions Bank - Mortgage (Plaid) Transactions, Balances
Zeal Credit Union (Plaid) Transactions, Balances
ZIA Credit Union (Plaid) Transactions, Balances
Zapata National Bank - Business (Plaid) Transactions, Balances
Zapata National Bank - Personal (Plaid) Transactions, Balances
Zing Credit Union (Plaid) Transactions, Balances
Zales Diamond Card (Plaid) Transactions, Balances
Zale Benefits Online (Plaid) Transactions, Balances
Zavala County Bank - Online Banking (Plaid) Transactions, Balances
Zellco Credit Union (Plaid) Transactions, Balances
ZenBusiness Banking (Plaid) Transactions, Balances
Zeni (Plaid) Transactions, Balances
Zephyrhills - Natural Spring Water (Plaid) Transactions, Balances
Ziegler Wealth Management (Plaid) Transactions, Balances
ZuntaFi - Consumer Loans (Plaid) Transactions, Balances
Zurp (Plaid) Transactions, Balances

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