Import & Sync Intrinio Financials into Notion

If you track company data in Notion, you probably copy numbers from filings, paste them into a table, then repeat the process every quarter. It's slow and it never feels current.

In this post you will connect Intrinio to Notion with Note API Connector and turn raw fundamentals into clean rows you can sort, filter, and chart. We will pull Standardized Financials, then "zoom in" on the exact rows you care about. By the end you will have a Notion database that updates on a schedule.

Quick start with Note API Connector

Start syncing your data to Notion in just a few clicks. Connect your Notion workspace, grant the necessary permissions, and you're ready to create powerful API-based automations, no coding required.

Tip: Follow the official setup guide to get started in minutes.

Step 1) Getting access to Intrinio

Intrinio offers several affordable data plans and a two-week free trial. The quickest way to get started is to chat with their team or fill out a short intake form so a rep can enable your trial and point you to the right endpoints. Once your trial is active, you can follow the steps to plug your API key into Note API Connector and start importing standardized financials into Notion.

Step 2) Create or open your Notion database

Open Notion and create a new empty database. Give it a clear name like Financials AAPL 2008 Q1. You can add columns later, so keep it simple for now. The goal is to create a destination for the import.

Step 3) Copy a ready URL from Intrinio

Go to Intrinio's docs for Standardized Financials and copy the URL pattern that identifies your company, statement, period, and year. It looks like this:

https://api-v2.intrinio.com/fundamentals/AAPL-income_statement-2018-Q1/standardized_financials

Step 4) Create a request in Note API Connector

In Note API Connector, open Create request.

• Select your Notion database from Step 2
• Paste the Intrinio API URL into the URL field
• In Parameters, add api_key = YOUR_INTRINIO_KEY
• Click Run

The app calls the API and brings you to Preview & Map view.

Intrinio API returned a structured JSON response that includes an array named standardized_financials. That array is where your statement rows live.

Step 5) Tell the tool where the rows should come from

This is the step that makes non-technical users successful. You will "zoom in" on the part of the response that should become table rows.

• Click Transform API Response
• In the JSON tree on the left, find and select standardized_financials
• After you select it, the preview table refreshes and shows one row per statement entry

Now decide which pieces of each row you want in Notion. The Intrinio structure gives you both human-readable names and machine-friendly tags.

Select the checkboxes for the fields you need, set each property to Text or Number so it matches your Notion schema, then click Save & Import. A fresh set of standardized financial rows lands in your database moments later.

Step 6) Keep your data fresh with Automatic Scheduling

For financial statement data like quarterly fundamentals, it usually isn't necessary to refresh every day. Numbers don't change until the next filing comes out, so running a manual update once a quarter may be enough. Still, Note API Connector gives you the option to turn on automatic scheduling so your requests run in the background. You could, for example, set a monthly refresh to catch any restatements, or a quarterly sync to align with earnings season.

Where scheduling really shines is with live or fast-moving data such as stock prices or company news. Instead of clicking "Run" repeatedly, you can schedule hourly or daily updates so your Notion dashboards always reflect the latest numbers. This way, you control the cadence quarterly for fundamentals, daily for prices, or even hourly for intraday monitoring without adding more manual work.

Conclusion

With Intrinio and Note API Connector working together, you can turn raw fundamentals into a Notion database that's always organized and easy to explore. Once you've mapped the statement rows you care about, everything else becomes simple: filter by tag, compare periods, and even connect multiple statements in one view.

For most financial data, a manual refresh or a light quarterly schedule will be enough. But when you expand into live data like stock prices or company news, scheduling becomes a powerful way to keep your dashboards up to date without any extra effort. The result: a Notion workspace that gives you reliable insights at a glance, whether you're checking a single company's net income or monitoring your entire portfolio.

Frequently Asked Questions