NetExchange Client
Sync NetExchange Client to Notion
BankSync may support connections to NetExchange Client accounts through third-party open banking providers, then route the supported account data shown below to Notion. Set up takes under 10 minutes and requires no code.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with NetExchange Client or Notion. Names are used only to describe potential account-data coverage and destination compatibility.
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How to sync NetExchange Client to Notion
1
Search for NetExchange Client in BankSync
Sign up for BankSync and, if NetExchange Client is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
2
Authorize Notion
Authorise BankSync to write data to your Notion workspace. Select the database, table, or sheet where the supported account data should land.
3
Configure field mappings
Map the supported NetExchange Client fields supplied by the provider to columns in Notion.
4
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
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How to Get Started
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What gets synced from NetExchange Client to Notion
Transactions
Sync available NetExchange Client transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported NetExchange Client accounts.
Holdings
Sync supported investment positions, quantities, and market values from NetExchange Client.
Trades
Sync supported investment trade and activity history from NetExchange Client.
Loans
Sync supported loan balances and provider-supplied liability details from NetExchange Client.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Notion.
Custom Field Mappings
Map any NetExchange Client field to any column in Notion — 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 NetExchange Client with Notion?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Notion in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of NetExchange Client or Notion. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.