Connecting Excel (Microsoft 365 / OneDrive)

Connect Microsoft OneDrive, pick an Excel workbook and worksheet in a feed's Destination tab, and sync bank data into it.

3 min read

On this page

Connect OneDrive
Point a feed at your workbook
If your Microsoft connection expires
Confirm it worked
Troubleshooting
Next steps
Related guides

BankSync can write your bank data straight into an Excel workbook stored on Microsoft OneDrive. Connect once with your Microsoft account, then point a feed at a specific workbook and worksheet.

Before you start

You need Editor access (or higher) in the workspace to add a connection. You also need an Excel workbook saved in OneDrive (Microsoft 365 / personal or work account). Work or school accounts may need a one-time approval from your IT admin (covered below).

What this guide covers

Connecting OneDrive, then choosing a workbook and worksheet when you build a feed. For the full feed walkthrough (accounts, mapping, schedule), see Creating Your First Feed.

Watch how to connect Excel and sync bank data automatically.

Connect OneDrive#

Connect Microsoft Excel

Open the Add Connection dialog
Go to the Integrations tab and click the add card ("Connect to an Integration"). The "Add Connection" dialog opens.
Pick Microsoft Excel
In the "Add Connection" dialog, find Microsoft Excel under "Spreadsheets & docs" (or type "excel" in the search box) and click it.
Open the authorization link
On the "Connect to OneDrive" screen, click "Open Authorization Link". A Microsoft sign-in popup opens.
Sign in and grant access
Sign in to the Microsoft account that holds your workbook, then approve access to your OneDrive files. BankSync detects the completed authorization automatically and the dialog closes.

When it finishes you'll see a "Successfully connected to OneDrive!" message, and Microsoft Excel appears on your Integrations tab.

Work and school accounts (SharePoint)

Excel connects through Microsoft's OneDrive / SharePoint OAuth. With a personal Microsoft account, BankSync sees the workbooks in your OneDrive. With a work or school account, your files live in OneDrive for Business, so make sure the workbook is saved there (not only on your desktop or a local drive) before you search for it.

Point a feed at your workbook#

The workbook and worksheet are chosen while you build the feed, not at connect time.

Point a feed at a workbook

Start a feed and open its Destination tab
Create or edit a feed and open the feed's Destination tab. Select your Microsoft Excel connection there.
Pick the workbook
Use the "Search for Excel workbooks..." field to find the workbook on your OneDrive, then select it.
Pick the worksheet
Use the "Search worksheets in [workbook]..." field to choose the worksheet (tab) where rows should be written.
Map your fields
Continue to the Mapping step to match bank fields to columns. BankSync can also set up the columns for you from the data type. Row vs column direction and the header row live under Mapping, Advanced.

The feed's Destination tab with Microsoft Excel connected: a selected OneDrive Excel connection card, the chosen workbook 'Household Budget 2026.xlsx', and the chosen worksheet 'Transactions' nested beneath it, each shown filled in as selected. — An Excel workbook and worksheet selected in the feed's Destination tab.

Let BankSync set up the columns

In the Destination tab you can have BankSync create the matching columns in your worksheet automatically, so you don't have to add headers by hand before the first sync.

If your Microsoft connection expires#

Microsoft OAuth tokens can expire, and an organization admin can also revoke BankSync's access. When that happens, feeds writing to Excel stop adding rows and the workbook picker in a feed's Destination tab can't list your files. To fix it, re-run the connect flow from the Integrations tab (Add Connection, Microsoft Excel, Open Authorization Link) and sign in again. Re-authorizing refreshes access in place: your feeds, their chosen workbook and worksheet, and field mappings are untouched, and rows already written are never deleted.

Confirm it worked#

Microsoft Excel shows on the Integrations tab.
In the feed's Destination tab, the workbook name and worksheet name both appear as selected (not the search placeholders).
After the feed runs its first sync, open the workbook in OneDrive: new rows appear on the worksheet you chose.

Troubleshooting#

If the connection or sync fails

Authorization window closed without finishing: the sign-in was cancelled, or your organization requires admin approval. Work or school account needs admin approval: on the OneDrive connect screen use "Need your IT admin to approve this first? Get a link to send them." (or "My IT admin needs to approve first" after a failed attempt) to email a single-use approval link to your admin. Approval is tenant-wide and only needed once. Personal vs work account: make sure you signed in with the account that actually holds the workbook. Workbook or worksheet not found: confirm the file lives in OneDrive (not only on your local disk) and that you're signed in with the matching account.

Next steps#

With OneDrive connected, build the feed that writes into your workbook.

Create your first feed

Creating your first feed: the complete walkthrough from bank to workbook.
Configuring field mappings: control which bank fields land in which columns.
Managing your integrations: rename, reconnect, or disconnect the Excel connection later.
Troubleshooting guide: diagnose a feed that stops writing rows.