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Sync Viva First to Sure

BankSync may support connections to Viva First 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 Viva First to Sure

Mapping Viva First fields into Sure
map your columns once
1

Search for Viva First in BankSync

Sign up for BankSync and, if Viva First 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 Viva First 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 Viva First to Sure

Transactions

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

Balances

Sync current and available balances for supported Viva First accounts.

Holdings

Sync supported investment positions, quantities, and market values from Viva First.

Trades

Sync supported investment trade and activity history from Viva First.

Loans

Sync supported loan balances and provider-supplied liability details from Viva First.

Account Details

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

Custom Field Mappings

Map any Viva First 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 Viva First 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 Viva First or Sure. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.