Sync Upgrade to Airtable
BankSync may support connections to Upgrade accounts through third-party open banking providers, then route the supported account data shown below to Airtable. Set up takes under 10 minutes and requires no code.
How to sync Upgrade to Airtable
map your columns once
Search for Upgrade in BankSync
Sign up for BankSync and, if Upgrade is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Airtable
Authorise BankSync to write data to your Airtable workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Upgrade fields supplied by the provider to columns in Airtable.
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 Upgrade to Airtable
Transactions
Sync available Upgrade transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Upgrade accounts.
Holdings
Sync supported investment positions, quantities, and market values from Upgrade.
Trades
Sync supported investment trade and activity history from Upgrade.
Loans
Sync supported loan balances and provider-supplied liability details from Upgrade.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Airtable.
Custom Field Mappings
Map any Upgrade field to any column in Airtable — 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 Upgrade with Airtable?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Airtable in minutes.
Get Started FreeBankSync is not affiliated with, endorsed by, or an official partner of Upgrade or Airtable. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.