Is Heritage Bank supported?

Yes. Heritage Bank connects through CDR Open Banking (via Fiskil), so you can link your accounts and start syncing in minutes.

How often does Heritage Bank sync to Airtable?

Syncs are event-driven: Heritage Bank notifies Redbark via CDR webhooks when new data is available, and your Airtable updates within minutes, with no fixed polling schedule.

Is my Heritage Bank connection read-only?

Yes. Redbark requests read-only access under the CDR. It can read transactions and balances, and can never move money or change your Heritage Bank accounts.

Does Redbark store my Heritage Bank data?

No. Redbark uses a pass-through architecture: your Heritage Bank transactions are proxied live to Airtable. We store consent records, encrypted tokens and minimal account metadata, never transaction amounts, descriptions or balances.

Do I have to give Redbark access to my whole Airtable account?

No. Airtable lets you grant access to only the bases you choose during authorisation. Redbark can only read and write the bases you share with it.

Will my Airtable views and automations keep working?

Yes. Redbark only creates and updates transaction records. Any views, interfaces, formulas or automations you build on top keep working as the data grows.

Australia · Database sync

Sync Heritage Bank to Airtable

Connect Heritage Bank via CDR Open Banking and push every transaction into an Airtable base, automatically, the moment it posts. Turn your bank feed into views, interfaces and automations without manual exports.

Connect Heritage Bank free See pricing

No credit card required

Everyday Account

Heritage Bank

Savings Account

Heritage Bank

Credit Card

Heritage Bank

Finances

Table: Transactions

SyncingLast synced: 2 min ago

Database sync

Every Heritage Bank transaction, in your Airtable base

Each sync writes an Airtable record per transaction with typed fields (date, description, amount, direction, category, merchant and account). Build grid and calendar views, link records and trigger automations on top of live Heritage Bank data.

Get started

Sync Heritage Bank to Airtable in three steps

Connect Heritage Bank

Link your Heritage Bank accounts through CDR Open Banking. You consent at your bank, and Redbark never sees your login.

Connect Airtable

Authorise Redbark, choose the base you want to use, then pick a table (or have Redbark create a Transactions table).

Watch it sync

The transaction fields are created automatically on the first run. After that, new Heritage Bank transactions appear as records within minutes of posting.