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Sync PenSam to Sure

BankSync may support connections to PenSam 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 PenSam to Sure

Mapping PenSam fields into Sure

map your columns once

1

Search for PenSam in BankSync

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

2

Authorize Sure

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

3

Configure field mappings

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

4

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 PenSam to Sure

Transactions

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

Balances

Sync current and available balances for supported PenSam accounts.

Account Details

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

Custom Field Mappings

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