Integration Finmap-Airtable
270 USD It is necessary to create an integration between Finmap and Airtable.
On the main principles
1. Operations that appear in Finmap are displayed in Airtable.
2. When editing operations in Finmap, changes are reflected in Airtable and the history of changes is saved in the edited row.
3. In the case of a "transfer" operation, deleted rows are saved in Airtable and a new "transfer" operation appears.
Input data.
Airtable base
https://airtable.com/appD1pP9mxPLfg3wZ/shr02vU9DjOA1M0T4
Field values.
Airtable | Finmap |
Payment date | Date of money receipt |
Accrual date | Transaction/receipt date |
From account | Expense operation/From account |
Expense amount | Expense operation/Amount |
To account | Income operation/To account |
Income amount | Income operation/Amount |
Transfer amount | Transfer operation/movement |
Category | Category |
Counterparty | My counterparty |
Project | Project |
Tags | Tags |
Comment | Comment |
File | File (field type “attachment”) |
Last changes | Date and time of the last change (this field is not in the user part of Finmap) |
ID | Operation ID in Finmap (this field is not in the user part of Finmap) |
Who made changes | Who made changes (this field is not in the user part of Finmap) |
Status | Explanations below |
Sequence of actions
1. An operation is created in Finmap. This operation should be displayed in Airtable.
2. The created operation is edited. (Categories, tags, projects, etc. are added). These changes are saved in the history of the Airtable field.
3. The "transfer" operation (transferring money from one of your accounts to another) in Airtable is carried out as follows.
Expenses and income are deleted from Finmap when clicking “Combine in transfer”, 
And a new "transfer" operation appears.
In Airtable, this should look like this.
The “Income” and “Expense” operations are saved in Airtable, but they are assigned the status “Deleted”. And a new "transfer" operation appears.
4. All deleted operations in Finmap should be displayed in Airtable with the status “Deleted”
Synchronization can occur once an hour.
I don't know if all this can be set up through Zapier or Make. I wouldn't mind.
Link to Finmap documentation
Client's review of cooperation with Mikita Linnyk
Integration Finmap-AirtableWas in touch. Went to meet the wishes
Freelancer's review of cooperation with Zahar Pronin
Integration Finmap-AirtableClear specifications and a clear task assignment, pleasant communication, timely payment. I recommend the client!
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3 days92 USD
1257 34 0 3 days92 USD
Good afternoon.
I have worked with Finmap, but I have not worked with Airtable. I think there will be no problems.
The price is negotiable.
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Winning proposal6 days270 USD
2830 19 0 Winning proposal6 days270 USD
Hello. I am ready to complete the task. I have experience with Airtable integration, I haven't done finmap, but from the documentation, I see that I can handle it.
I suggest we discuss the details in private messages, and I will guide you on the terms.
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