Sync Guideline to Sure

BankSync may support connections to Guideline accounts through third-party open banking providers, then route the supported account data shown below to Sure. Set up takes under 10 minutes and requires no code.

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How to sync Guideline to Sure

Mapping Guideline fields into Sure — map your columns once

Search for Guideline in BankSync

Sign up for BankSync and, if Guideline is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

Authorize Sure

Authorise BankSync to write data to your Sure workspace. Select the database, table, or sheet where the supported account data should land.

Configure field mappings

Map the supported Guideline fields supplied by the provider to columns in Sure.

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

What gets synced from Guideline to Sure

Transactions

Sync available Guideline transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported Guideline accounts.

Holdings

Sync supported investment positions, quantities, and market values from Guideline.

Trades

Sync supported investment trade and activity history from Guideline.

Loans

Sync supported loan balances and provider-supplied liability details from Guideline.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in Sure.

Custom Field Mappings

Map any Guideline field to any column in Sure — fully configurable.

Sync Schedules

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Ready to sync Guideline with Sure?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Sure in minutes.

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Sync Guideline somewhere else

The same Guideline connection can feed any of these destinations.

Other banks that sync to Sure

Institutions in the same market that can also route account data to Sure.

BankSync is not affiliated with, endorsed by, or an official partner of Guideline or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.