How to filter and export financial transactions from UBS Automatically
This article will show you how to link your live UBS financial transactions data directly to a spreadsheet. Removing the need for constant manual exports, see your live transactional data instantly.
Transactional account data from your bank is often the most frustrating to get your hands on. It usually involves a secure login process, a manual data export, and then manual work in Excel to get at the data you need. That is now changing, with the advent of oauth and open banking, you are now able to set up a live feed of your transactional bank account data directly into your spreadsheet or analytics tools. Here's how:
How to Create A Live Data Feed for UBS Transactions Data:
- First Create A Cloudslurp account at https://www.cloudslurp.com You will be directed to an empty data 'board'. This is a place where all your data sets are listed.
- On the left search for the connector you want. Type UBS into the 'Search Connectors' box. Hit the connect button. Authorise Cloudslurp to have access to your data set. You will then be redirected back to the data board and your data will automatically populate.
How to use UBS accounts inside excel or google sheets?
Click on the corresponding Excel of Google Sheet button to copy and paste a simple spreadsheet formula into your workbook. This will give you a live feed of data that refreshes directly in your spreadsheet.
How Can I download my UBS accounts data? Select the tickbox for the data table you want and click 'Download Data'.
How to do advanced filtering on UBS accounts data?
You can also use SQL to do more advanced queries to filter and join your data sets. Just connect your systems and then hit the create query button to generate a new dataset using SQL. Switch over to canvas mode, you can drag drop a 'Query' box and use natural language to generate SQL statements to do more complex queries that include advanced filters, joins and so on.
How to get UBS accounts data via an API call? Sometimes you want to pull the UBS data programatically, but you may not want to deal with the oauth flow involved, Cloudslurp gives you a way to access your data with just an authorisation token which is great for using it with REST connectors in analytics tools.
curl --location --request GET 'https://www.cloudslurp.com/data' --header 'token: YOUR_CLOUDSLURP_API_TOKEN'
Is this data up to date?
Cloudslurp data is pulled from UBS every time you do a query. So yes! In the UI the result is cached, but the API returns live results every time you query it from a spreadsheet or analytics tool.
How can I give my team access to UBS data without giving everyone access to my UBS account?
Cloudslurp means you can give data access to your team without the need for everyone to have access to the source system. It is your data after all and you should own it.