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 to Airtable, in three steps.
- 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-onlyCommBankRead-onlyNABRead-onlyConsentCDR - 02
Pick Airtable and map fields
Connect your Airtable workspace and point each supported field at a column.
MerchantDescription · TextAmountAmount · CurrencyCategoryCategory · Single selectDateDate · DateAccountAccount · Link - 03
Save and sync
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
HourlyDailyWeeklyNext runTomorrow, 6:00amLast 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
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.
- Bank
- Up bank details
- Other destinations
- Up → Google SheetsUp → NotionUp → ExcelUp → ClaudeUp → ChatGPT
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.


