Airtable Destination
Documentation on using Finicom's Airtable destination to sync bank account transactions directly into Airtable bases.
Introduction
Finicom’s Airtable destination allows you to sync financial transactions directly to a table in your Airtable base, enabling your team to create financial reports right in Airtable.
Setting Up an Airtable Destination
- Go to your organization's Destinations page.
- Click "Add Destination."
- Select "Airtable."
- Ensure your Airtable account is connected to Finicom. If not, use the "Airtable Connection" dropdown to select "Add a new Airtable" and follow Airtable’s connection flow.
- Tip: Use our provided template to automatically set up a base and table with the required fields.
- Choose the Airtable Base to sync into.
- Select the specific Table within that base. Only tables with all required fields will be selectable.
- Complete adding details for your Airtable destination, including the source account and Airtable table.
Note: Only tables with the required fields are selectable.
How It Works
- New Transactions: Each new transaction will create a new record in the table.
- Modified Transactions: When a transaction changes status (e.g., pending to posted), the record will update automatically. If the transaction doesn’t yet exist, a new record will be created.
- Removed Transactions: Voided transactions will delete the corresponding record.
Required Table Fields
To sync successfully, the Airtable table must include the following fields with these exact names and types:
| Field Name | Field Type | Description |
|---|---|---|
| Created At | Date & Time | Date and time when the transaction record was created |
| Merchant | Single line text | Name of the merchant for the transaction |
| Description | Single line text | Details from your financial account related to the transaction |
| Amount | Currency | Transaction amount in its original currency |
| Status | Status | Transaction state (pending, posted, or void) |
| Institution | Single line text | Name of the financial institution (e.g., "Wells Fargo") |
| Category | Single line text | Categorization of the transaction (e.g., "Food and Drink: Restaurant") |
| Account | Single line text | Source account name (e.g., "Business Checking") |
| Currency | Single line text | Currency code for the transaction |
| Transaction Id | Single line text | Unique identifier for the transaction |
| Account Id | Single line text | Unique identifier for the financial account |
You can add extra fields, hide existing ones, or change sorting orders as needed, but the above fields must be present for successful syncing.