Automatically Export & Sync Copper CRM Data to Airtable
Flatly automatically enriches some fields in some Copper data sets if they contain Custom Fields. Your resulting data will contain extra columns, created by Flatly, which are labeled by a combination of the prefix "flatly_enriched" and a suffix derived from your Custom Field's label. The values under these enriched columns will be useful and interpretable by human users, instead of being identifiers meant for computer programs.
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 is available on all Airtable plans and does not require CSV Sync setup or personal tokens.
Schema can be adjusted inside Airtable and Flatly will automatically adapt fields based on that schema.
Cell limit is based on Airtable plan and not subject to CSV Sync limitations.
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