Up to Airtable

Sync your Up transactions, balances and holdings into Airtable on a schedule, through the regulated CDR consent, with no screen-scraping.

Up Spending and 2Up Spending, synced at 6:02am into the Finances base.

Up to Airtable, in three steps.

  1. 01

    Connect your Up account

    Choose Up from the bank list. Authorise read-only access under the Consumer Data Right (CDR), on your bank’s own consent screen. Your credentials stay with Up.

    UpRead-only
    CommBankRead-only
    NABRead-only
    ConsentCDR
  2. 02

    Pick Airtable and map fields

    Connect your Airtable workspace and point each supported field at a column.

    MerchantDescription · Text
    AmountAmount · Currency
    CategoryCategory · Single select
    DateDate · Date
    AccountAccount · Link
  3. 03

    Save and sync

    Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

    HourlyDailyWeekly
    Next runTomorrow, 6:00am
    Last run● 3 new rows, 6:02am

Set up Airtable, start to finish.

Pick the base and table, then map bank fields into Airtable views. Filmed with sample accounts; Up connects the same way.

What lands in your base.

Description
The description the bank gives the transaction. Market Lane Coffee
Amount
Signed, in the account’s currency: money out is negative. -$5.80
Category
A spending category you can filter, group and chart by. Eating out
Date
The day the bank posted the transaction. 19/10/2026
Account
The account the row came from, so several banks share one table. 2Up Spending
Map them onto the columns you already have, in any order. One row per transaction, keyed so a re-sync never writes it twice.

One bank, one destination. Not the whole story.

Up to Airtable, in short.

How
To sync Up to Airtable: sign up for BankSync, authorise Up via the regulated CDR consent (your credentials never leave Up), pick Airtable as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
CDR
Consumer Data Right, regulated by ACCC & Treasury. Australia's Consumer Data Right (CDR) is the regulated open banking framework letting you securely share your bank data with accredited recipients. BankSync routes through Fiskil, an accredited Data Recipient (ADR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).CDR overview (Treasury)CDR register (ACCC)Data standards (DSB)
Data
Transactions, balances and holdings, where the provider, account type and your consent support them.
History
United States, Canada and Australia up to 2 years, and United Kingdom up to 60 days.

Questions, answered.

How do I sync Up transactions to Airtable?

Sign up for BankSync, connect your Up account via the regulated CDR consent flow, choose Airtable as the destination, map fields, and save. Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Is Up supported by BankSync?

Yes. Up is supported via Consumer Data Right (CDR). Routed via Fiskil (Accredited Data Recipient, ADRBNK000246).

What Up data can I sync to Airtable?

The available data types depend on the provider, account type, and permissions you grant. BankSync offers only the supported fields for mapping into Airtable.

Is my Up data safe with BankSync?

Yes. BankSync only ever holds a scoped, revocable CDR consent, never your Up credentials. Data is encrypted in transit (TLS 1.3) and at rest (AES-256). You can revoke consent at any time from Up or BankSync.

How often does Airtable update?

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Can I sync multiple Australian banks to the same Airtable workspace?

Yes. Add as many Australian institutions as you want; BankSync writes them all into the same Airtable database with a per-account column.