Skip to main content
Airtable lets you sync transactions into a structured table within a base, giving you access to Airtable’s filtering, grouping, and visualisation features.

​
Setup

1

Connect your Airtable account

Click Add Destination, select Airtable, and sign in. Redbark Sync uses OAuth with PKCE to securely connect to your Airtable workspace.
2

Select a base

Choose the Airtable base where transactions should be stored.
3

Select a table

Pick the table within the base. You can use an existing table or create a new one beforehand.

​
How it works

On each sync, Redbark Sync:
  1. Ensures fields exist — any missing fields are created automatically using the Airtable Meta API
  2. Reads existing Transaction IDs — the “Transaction ID” field is queried to identify transactions that have already been synced
  3. Creates new records — only new transactions are inserted as records, in batches of 10 (Airtable’s API limit)

​
Field schema

The following fields are created in your table:
FieldAirtable TypeDescription
Transaction IDSingle line textUnique identifier used for deduplication
DateDateTransaction date
DescriptionSingle line textTransaction description
AmountNumberTransaction amount
DirectionSingle selectcredit or debit
BalanceNumberAccount balance after transaction
CategorySingle line textTransaction category (if available)
MerchantSingle line textMerchant name (if available)
AccountSingle line textBank account name
StatusSingle line textposted or pending
ClassSingle line textpayment, transfer, fee, interest, or other
Post DateDateDate the transaction was posted
Fields are only created if they don’t already exist. If you’ve pre-created fields with matching names, Redbark Sync will use them as-is.

​
Authentication

Airtable uses OAuth 2.0 with PKCE. Access tokens are refreshed automatically before each sync. If your Airtable session is revoked, you’ll need to re-authenticate from the destinations page.

​
Tips

  • Views and filters — create custom Airtable views to filter transactions by category, date range, or account.
  • Automations — use Airtable’s built-in automations to trigger workflows when new transactions are synced (e.g. send a Slack notification for large transactions).
  • Existing tables — you can point Redbark Sync at an existing table. Missing fields will be added automatically without affecting your existing data.