BankSync processes your data in sync jobs, which handle the transfer of transactions from your bank accounts to your chosen destination. This guide explains how to manage and monitor these jobs.
Understanding Sync Jobs
Each time you run a feed, BankSync creates a job that:
Job Processing Steps
Divides into chunks
Your date range is split into manageable 7-day periods.
Processes sequentially
Each chunk is processed one at a time.
Fetches transactions
Transactions are retrieved from your bank for each period.
Maps the data
Data is transformed according to your field mappings.
Writes to destination
Processed data is sent to your spreadsheet/database.
Provides updates
Real-time progress is shown throughout.
Viewing Job Status
Access Job History
Open your feed
From the Feeds tab, click on the feed you want to check.
Click "History"
View all past and current sync jobs for this feed.
Click a job for details
See progress percentage, dates, transaction counts, and any errors.
Job Status Indicators
Created
Job created but not yet started
In Progress
Job is actively processing chunks
Completed
All chunks processed successfully
Paused
Job paused by user
Failed
Job encountered errors
Job Control Actions
Pausing a Job
Open the job details
Click on the running job in the history list.
Click the "Pause" button
The pause option appears for in-progress jobs.
Job stops after current chunk
The job will complete its current chunk before pausing.
Resuming a Job
Open the paused job
Find the paused job in the history list.
Click "Resume"
The resume button appears for paused jobs.
Job continues from where it stopped
Processing resumes from the next unprocessed chunk.
Retrying a Failed Job
Review error messages
Open the failed job to understand what went wrong.
Resolve the issue
Fix the problem (e.g., reconnect bank if connection expired).
Click "Retry"
The job will restart failed chunks while preserving successful ones.
Troubleshooting Tips
Bank Connection Issues
If a job fails due to bank authentication, reconnect your bank in the Banks tab.
Rate Limits
Some banks limit API calls. Wait a few minutes before retrying if you hit a rate limit.
Large Date Ranges
Processing years of transactions takes time. Consider breaking into smaller jobs.
Destination Connectivity
Ensure your destination (Notion, Airtable, Google Sheets) is properly connected.