The answer is yes; there are several ways to integrate core banking systems with HubSpot.

Read more to see just how step by step below.

Probably the simplest way to do it is to generate extracts in the form of like a CSV file or even a JSON file of your members and your accounts. 

Then, you would use a middleware tool, sometimes called an ETL (Extract, Transform, Load) tool, to pass that data into HubSpot. 

We recommend setting up an SFTP to facilitate data transfers from your core banking system, whether it’s Symitar or FiServe. The process involves scheduling a daily export of data that is saved to the SFTP.

After the data is deposited into the SFTP, you can use middleware or ETL (Extract, Transform, Load) tools to connect to the SFTP and pass the data into HubSpot.

In essence, the core banking system generates a file every day, saves it to the SFTP, and then another tool is used to pass that file into HubSpot daily.

This process is often referred to as a "batching of data," as it involves a daily batch transfer into HubSpot.

This is the easiest way to do this. 

Another approach is to work directly with raw API code. However, APIs are subject to change, which can make things complicated. It's essential to have someone monitoring these changes and making necessary adjustments. 

Whereas if you are using an an ETL tool, those tools are meant to handle API changes for you and are typically quick to adapt when any adjustments are needed.

If you are interested in seeing how this would work for your Credit Union, please schedule a call with our team, who will be happy to help.