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Sync UBB to Notion

BankSync may support connections to UBB 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.

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How to sync UBB to Notion

Mapping UBB fields into Notion

map your columns once

1

Search for UBB in BankSync

Sign up for BankSync and, if UBB 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 UBB 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 UBB to Notion

Transactions

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

Balances

Sync current and available balances for supported UBB accounts.

Account Details

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

Custom Field Mappings

Map any UBB 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 UBB with Notion?

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

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