sure/docs/hosting/redbark.md

Setting Up Redbark (Australian Banks)

Redbark connects Australian bank accounts to Sure through the Consumer Data Right (CDR) open banking framework. Data flows one way, from your banks into Sure, using read-only consented access.

Note

Redbark covers Australian institutions (banks under the CDR regime). If you're outside Australia, see the other provider integrations in the onboarding guide.

1. Create Your Redbark Account

1. Go to app.redbark.com and sign up.
2. Connect your bank accounts. You'll be taken through your bank's official consent flow, so Redbark never sees your bank login.

2. Create an API Key

Note

API access requires a Redbark Developer or Professional plan. It is not available on the Saver plan.

1. In Redbark, go to Settings > API Keys.
2. Create a new key and copy it. It is only shown once.

3. Add Redbark to Sure

1. In Sure, go to Settings > Providers and find the Redbark panel.
2. Paste your API key and save.
3. Your connected bank accounts will appear for setup. Link each one to an existing Sure account or create a new account from it. Accounts you don't want in Sure can be skipped.

4. Syncing

• The first sync pulls 90 days of history for each linked account (or from the start date you pick during setup).
• Later syncs are incremental, with a 7 day lookback to catch late-posting transactions.
• Balances come from your bank via Redbark on every sync.
• Transactions are deduplicated by their Redbark transaction id, so re-syncing never creates duplicates.

Pending transactions

By default only posted transactions are imported. To also import pending transactions, set:

REDBARK_INCLUDE_PENDING=true

When a pending transaction settles, the posted version replaces it automatically.

Troubleshooting

Connection requires update Your API key was revoked or expired. Create a new key in Redbark and update it in the Sure provider panel.

An account is missing Only banking accounts are synced. Brokerage accounts connected to Redbark are not imported by this integration. Also check the account's consent is still active in Redbark under Settings > Consents.

Sync errors Provider sync failures are captured in Sure's debug log (super admin: Settings > Debug), including counts of skipped and failed rows.