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Sync UBS to MongoDB

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

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How to sync UBS to MongoDB

Mapping UBS fields into MongoDB

map your columns once

1

Search for UBS in BankSync

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

2

Authorize MongoDB

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

3

Configure field mappings

Map the supported UBS fields supplied by the provider to columns in MongoDB.

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 UBS to MongoDB

Transactions

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

Balances

Sync current and available balances for supported UBS accounts.

Account Details

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

Custom Field Mappings

Map any UBS field to any column in MongoDB — 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 UBS with MongoDB?

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

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