Managing your integrations

Rename, reorder, reconnect, and delete the integrations (Google Sheets, Excel, Notion, Airtable, databases) that feeds write to.

7 min read

On this page

Supported integrations
Connect a new integration
Rename an integration
Reorder integrations
Reconnect an expired connection
Disconnect an integration
Confirm it worked
Troubleshooting
Related guides

An integration is a connected tool that BankSync writes your bank data into: a Google spreadsheet, an Excel workbook, a Notion database, an Airtable base, or your own SQL or document database. This page is the home for everything that happens after you connect one: renaming, reordering, reconnecting an expired connection, and disconnecting. To set up a brand new integration, follow the dedicated guide for the tool you use (linked below); to manage the ones you already have, stay here.

Before you start

You manage integrations from the Integrations tab in your BankSync workspace. You need Editor access or higher to add, rename, or disconnect a connection. Viewers see a "View only" badge and can browse but not change anything.

Supported integrations#

BankSync connects to two kinds of integration. OAuth integrations authorize through a sign-in popup with the provider. Database integrations connect through a connection form with host, credentials, and TLS settings.

Integration	Type	Connects via	Setup guide
Google Sheets	OAuth	Google sign-in popup	Connecting Google Sheets
Microsoft Excel	OAuth	Microsoft / OneDrive sign-in popup	Connecting Excel
Notion	OAuth	Notion authorization popup	Connecting Notion
Airtable	OAuth	Airtable authorization popup	Connecting Airtable
PostgreSQL	Database	Connection form	Database integrations
MySQL	Database	Connection form	Database integrations
MongoDB	Database	Connection form	Database integrations

One connection, many feeds

A single integration can power any number of feeds. For example, one Google Sheets connection can write transactions to one spreadsheet and balances to another. Manage the connection here; choose which spreadsheet, database, or table each feed targets in that feed's Destination tab when you build the feed.

How many integrations can I connect?

Your plan caps the number of connected integrations in a workspace: 1 on Free, 3 on Starter and Standard, and unlimited from Professional up. If you hit the cap, disconnect an integration you no longer use or upgrade. See Managing your plan for details.

Connect a new integration#

The same flow adds every integration type. OAuth providers open a sign-in popup; databases open a connection form.

Add a connection

Open the Integrations tab
From your workspace, click the Integrations tab, then click "Add Connection". The integration picker opens.
Find your integration
Search by name (for example "Postgres", "Notion", or "Sheets") or pick from the grouped list under "Spreadsheets & docs" and "Databases".
Authorize or fill in the form
For Google Sheets, Excel, Notion, or Airtable, click "Open Authorization Link", sign in, and grant access in the popup. BankSync detects the completed authorization and closes the dialog automatically. For PostgreSQL, MySQL, or MongoDB, enter your connection details and click "Test connection", then "Connect".

Database least-privilege user

For a database connection, use a least-privilege user: INSERT, plus CREATE if you want BankSync to create the table for you. You can also click "Paste a connection string instead" to fill the host, port, database, and credentials in one step.

Sending Australian (CDR) bank data to an integration

If you connect an Australian bank, its data is protected under the Consumer Data Right (CDR). When you set up a feed that sends that data to an integration, BankSync asks you to confirm a disclosure first: data delivered to the integration is no longer regulated under the CDR and is instead governed by the Privacy Act 1988 and the integration's own privacy policy. You confirm this per feed, and again if you change the destination. See Managing your CDR consents for details.

The informational CDR notice shown when connecting an integration in a workspace with Australian banks, explaining that CDR data sent to the destination leaves the CDR-protected environment and will be governed by the Privacy Act 1988 and the destination's privacy policy.

Rename an integration#

Renaming makes connections easy to tell apart, for example "Personal Notion" versus "Business Airtable". The name is cosmetic and does not affect any feed that already uses the connection.

Rename a connection

Open the connection
On the Integrations tab, click the integration card you want to rename. Its detail pane opens.
Edit the title
Click the name at the top of the pane (the editable title) and type a new name.
Save by clicking away
Click outside the field or press Enter. BankSync saves the new name as soon as the field loses focus and the card updates immediately.

Reorder integrations#

The Integrations tab shows your integrations as draggable cards. Reordering is purely visual: it controls the order they appear in, so you can put your most-used integrations first.

Change the order

Grab a card
Click and hold an integration card on the Integrations tab.
Drag it into place
Drag the card to its new position. The other cards shift to make room.
Drop to save
Release the card. The new order is saved automatically in one batch and persists for everyone in the workspace.

Reconnect an expired connection#

OAuth tokens (Google, Microsoft, Notion, Airtable) can expire, or you may revoke BankSync's access from the provider's own settings. When that happens the connection is still listed, but feeds that use it stop writing and you will see an error when BankSync tries to write to your sheet or page, such as a message asking you to reconnect Google Sheets.

What an expired connection looks like

Signs a token has expired: a feed run fails with a permission or authorization error, the picker in the feed's Destination tab can't list your spreadsheets / databases / bases, or opening the connection shows an error like "Your Google connection is missing permission to access spreadsheets. Please reconnect...". The fix is to re-authorize the same provider.

Reconnect an OAuth integration

Re-run the connect flow
On the Integrations tab, click "Add Connection" and pick the same provider (Google Sheets, Excel, Notion, or Airtable).
Authorize again
Click "Open Authorization Link", sign in, and grant access. This mints a fresh token for that provider.
Confirm the feed recovers
Re-authorizing refreshes the connection's access. Open a feed that uses it, confirm the picker in its Destination tab can list your files again, then trigger a sync.

The Integrations tab: connected integrations plus one Excel connection that needs reconnecting.

Database connections don't use tokens

Databases authenticate with the credentials you stored, so they don't expire on a timer. A database connection reports one of four health states: ok (reachable and authenticated), auth_failed (usually a rotated password or dropped user), unreachable (changed host, closed port, or a firewall rule), and tls_error (a certificate problem, for example a renewed certificate that no longer matches your SSL mode or CA). To fix one, open the connection, click "Edit connection", update the details, run "Test connection", and click "Save changes".

Disconnect an integration#

Disconnecting removes the connection from your workspace.

Effect on feeds

Disconnecting an integration disconnects every feed that uses it. Those feeds stop syncing and no new rows are written. The data already written to your spreadsheet, database, or Notion page is not deleted, but nothing new arrives until you connect an integration again and point each feed at it in the feed's Destination tab. If you only want to pause syncing, disable the feed instead of disconnecting the integration.

Disconnect a connection

Open the connection
On the Integrations tab, click the integration you want to remove.
Click Disconnect
In the detail pane, click the red "Disconnect" button in the bottom-left of the footer.
Confirm
Confirm in the dialog (it warns that this will disconnect all feeds using the integration). BankSync shows an "Integration disconnected" confirmation and the card disappears from the list.

Confirm it worked#

Connected

A new connection appears as a card on the Integrations tab and is selectable in a feed's Destination tab when you build or edit a feed.

Renamed

The card and its detail pane show the new name immediately, with no page reload needed.

Reordered

The cards stay in your chosen order after a refresh, for everyone in the workspace.

Reconnected

After re-authorizing, the picker in a feed's Destination tab can list your files / tables again, and the next sync writes new rows.

Troubleshooting#

Problem	Likely cause	Fix
The authorization popup closed without finishing	Sign-in was cancelled, or your organization requires admin approval	Click "Try again". For Excel / OneDrive, use "My IT admin needs to approve first" to send your admin a consent link.
A feed fails with a permission or authorization error	The OAuth token expired or access was revoked at the provider	Reconnect the integration by re-running the "Add Connection" flow for that provider (see above).
"Test connection" fails for a database	Wrong host or port, bad credentials, TLS mode, or BankSync's IP is not allowed by your firewall	Re-check the fields, confirm your database accepts connections from BankSync, and adjust the SSL / TLS mode. The error message under the form names what failed.
Can't add or change a connection	You have Viewer access	Ask a workspace owner for Editor access or higher. See Roles and permissions.
Don't see the integration you need	It isn't a wired integration yet (Coda, Zapier, and Make are not connectable here)	In the picker, click "Don't see your integration? Request one" to send us a request.

Changing where a feed writes

Renaming or reconnecting an integration does not change which spreadsheet, table, database, or Notion page a feed writes to. To change the target, open the feed's Destination tab and update it there.

Creating your first feed: route bank data into a connected integration via the feed's Destination tab.
Per-tool setup: Google Sheets, Excel, Notion, Airtable, and databases: connect a new integration end to end.
Connect a bank: add a data source if you still need one to sync from.
Workspaces and roles: control who can manage integrations.