# Automating export of bank transactions into google sheets

**URL:** <https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621>\
**Category:** Uncategorized\
**Created:** [16 July 2026 14:56 UTC](https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621 "2026-07-16T14:56:42Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![rachel.hughes](https://api-discuss.freeagent.com/letter_avatar_proxy/v4/letter/r/e99b99/32.png) [@rachel.hughes](https://api-discuss.freeagent.com/u/rachel.hughes)\
**Post date:** [16 July 2026 14:56 UTC](https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621/1 "2026-07-16T14:56:42Z")

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Hi all, I’m trying to build a dashboard for my company and want it to be automated as much as possible. One of the required fields is outflow of cash from the company bank account. Obviously I can export all data into google sheets and then the info can flow from there, but I’m looking at automating it so I’m not having to do a download on a weekly basis. We have zoho flow, I was looking at creating a flow but bank account isn’t currently mapped on there - just the CRM/Project fields. Googling provided this solution:

### How to set it up:

1. **Create your Flow starting with a Webhook:** In Zoho Flow, create a new flow and choose **Webhook** as your trigger type. Zoho Flow will generate a unique payload URL.

2. **Register the Webhook in FreeAgent:**

3. **Map the incoming data:** Once FreeAgent triggers the webhook, the transaction details will flow into Zoho Flow, allowing you to map them to Zoho CRM, Zoho Books, or any other connected software.

but I’m not sure how to actually do that, or if in reality it’s possible? Does anyone have any advice please?

I’ve tried using Syft, which has a dashboard function, but that didn’t hit what I was looking for so went down the route of trying to build my own.

Thank you!

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**Author:** ![Fiona\_Mclaren](https://api-discuss.freeagent.com/user_avatar/api-discuss.freeagent.com/fiona_mclaren/32/1134_2.png) [@Fiona\_Mclaren](https://api-discuss.freeagent.com/u/Fiona_Mclaren)\
**Post date:** [30 July 2026 13:35 UTC](https://api-discuss.freeagent.com/t/automating-export-of-bank-transactions-into-google-sheets/6621/2 "2026-07-30T13:35:40Z")

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Heya rachel.hughes! 👋

Warm welcome to the API forum!

While we don’t provide help when it comes to specific implementations like this one, what we can lend a hand with is any questions you have using our API. Here are our [Getting Started docs](https://dev.freeagent.com/docs/quick_start) for that.

I hope this clears things up a bit for you, and you won’t be a stranger if anything comes up in that department - I’ll be here to help! 😀

Have a lovely day!