Configuring Field Mappings

Learn how to map bank data fields to the columns in your sheet, table, or database for precise data synchronization.

3 min read

On this page

Step 1: Choose What to Sync
Step 2: Balance Sync Mode
Step 3: Map Your Fields
Mapped Fields (Top)
Available Fields (Bottom)
Using Auto-Fill
Mapping by Integration
Google Sheets
Notion & Airtable
Transaction Fields Reference
Tips for Effective Field Mapping
Related guides

The Mapping tab is where you configure exactly what data gets synced and which columns it lands in. This guide walks through the interface and all available options.

Prerequisites

Before configuring field mappings, complete the Sources and Destination tabs in your feed configuration. Field mapping requires knowing which accounts you're syncing from and which integration you're syncing to.

Mapping bank fields to destination columns, end to end.

Step 1: Choose What to Sync#

At the top of the Mapping tab, you'll see visual cards for each feed type. Each feed carries one data type; select the one you want:

Transactions

Individual transaction records with dates, amounts, descriptions

Balances

Account balance snapshots, tracked over time or kept current

Trades

Investment transactions (buys, sells, dividends)

Holdings

Current investment positions in your portfolio

Loans

Mortgages, credit lines, and other liabilities

Orders

Open and pending brokerage orders

Account Compatibility

Available feed types depend on your selected accounts. Investment accounts (Trades, Holdings, Orders) can't be mixed with depository accounts (Checking, Savings) in the same feed.

Step 2: Balance Sync Mode#

When syncing balances (or other point-in-time data like holdings and loans), choose how updates are written:

Append

Adds a new row each sync with a timestamp. Use this to track changes over time and build historical data.

Overwrite

Updates the same rows in place, keeping only the most recent value for each account. Best for dashboards showing current state.

Step 3: Map Your Fields#

The field mapping section shows two areas:

Mapped Fields (Top)#

Shows fields currently included in your feed. Each row displays:

Source Field

The bank data field (e.g., Date, Description, Amount)

Target Column

The column or property it maps to in your sheet, table, or database

Drag Handle

Reorder fields by dragging

Remove Button

Click X to remove a field from the mapping

Available Fields (Bottom)#

Shows fields not yet added to your mapping. Click the plus icon or drag a field card to add it.

Using Auto-Fill#

Click the Auto fill button (with sparkle icon) to automatically match source fields to the columns in your sheet or table:

For Google Sheets: Auto-assigns sequential column letters (A, B, C...) to each field
For Notion/Airtable: Matches fields by name similarity (e.g., "Date" → "Date" column)

Auto-Fill Behavior

Auto-fill only fills fields that aren't mapped to a column yet. If you've already mapped some fields, it will only fill the remaining unmapped ones.

The Mapping tab for a transactions feed writing to Notion: a green banner reads All 3 fields mapped successfully above a table mapping the transaction fields Amount, Date, and Description to the Notion properties Amount, Date, and Description, with Clear fields and Auto-fill controls and a note that all available fields are added. — The Mapping tab with every field mapped: the banner flips green when nothing needs attention.

Mapping by Integration#

How you target columns depends on which integration the feed writes to.

Google Sheets#

You map each field to a column reference (A, B, C, etc.). The order of your field mappings determines which data goes in which column.

Date → A

Transaction date

Description → B

Merchant name

Debit → C

Money out

Credit → D

Money in

A nuance worth knowing: column references are positional. If you insert or delete columns in your sheet later, the mapped letters keep pointing at the same positions, so revisit the Mapping tab after restructuring a sheet.

Notion & Airtable#

You map to specific database properties. BankSync fetches your database schema and shows a dropdown of available properties:

BankSync validates field type compatibility (date → date, number → number)
Warnings appear if types don't match
Used properties show as greyed out to prevent duplicate mappings

Because properties are referenced by name rather than position, renaming or deleting a property in Notion or Airtable breaks the mapping until you re-select it.

Transaction Fields Reference#

Date

Transaction date (Date type)

Description

Transaction description (Text)

Credit Amount

Amount credited (Number)

Debit Amount

Amount debited (Number)

Tips for Effective Field Mapping#

Start with essential fields
For transactions, Date, Description, and Amount fields are usually most important. Add more fields as needed.
Use Bank and Account for filtering
If syncing multiple accounts, include these fields to easily filter and analyze data by source.
Match field types when possible
Mapping number fields to number columns enables sorting and calculations in your sheet or database.
Save incomplete mappings
Not ready to finish? Your configuration auto-saves, and you can return to complete it later.

Next Steps

After configuring your field mappings, proceed to the Schedule tab to set when your feed runs, or click Run Now to test your configuration immediately.

Setting Up Scheduled Feeds: the next step after mapping
Creating Your First Feed: the end-to-end setup walkthrough this tab belongs to
Creating Enrichments: transform and categorize data before it reaches your columns
Troubleshooting Guide: fixes for property mismatches and broken mappings

View Scheduling Guide