Google Sheets Add-on: Feeds & Sidebar

Install and use the BankSync Google Workspace Add-on to set up, run, and monitor bank data syncs directly from within Google Sheets.

3 min read

On this page

Installing the Add-on
Using the Add-on
Creating a Feed from the Add-on
Add-on vs Web App
Troubleshooting
Related guides

The BankSync Google Sheets Add-on lets you set up and manage bank data syncs directly from within Google Sheets. No need to switch between apps: configure your feeds right where your data lives.

One-Click Install

Install directly from the Google Workspace Marketplace

In-Sheet Setup

Configure feeds without leaving Google Sheets

Quick Sync

Run syncs with a single click from the sidebar

Watch how to install and use the BankSync Google Sheets Add-on

Installing the Add-on#

Installation Steps

Open Google Sheets
Open any Google Sheets spreadsheet where you want to sync your bank data.
Go to Extensions menu
Click Extensions → Add-ons → Get add-ons to open the Google Workspace Marketplace.
Search for BankSync
Type "BankSync" in the search bar and click on the BankSync add-on.
Install the add-on
Click "Install" and grant the necessary permissions. The add-on needs access to your spreadsheets to write data.
Authorize BankSync
Sign in to your BankSync account to connect the add-on to your workspace and bank connections.
Open the sidebar
Once installed, go to Extensions → BankSync → Open Sidebar to start using it.

Permissions

The add-on requires permission to access your spreadsheet data so it can write rows where you specify. It only writes to the sheets and ranges you configure and never reads or accesses anything else in your Drive.

Using the Add-on#

The BankSync sidebar provides quick access to your feeds and sync controls:

View Your Feeds

See all feeds configured for the current spreadsheet

Run Syncs

Trigger incremental or date-range syncs with one click

Check Status

Monitor sync progress and view recent job history

Quick Setup

Create new feeds directly from the sidebar

Creating a Feed from the Add-on#

Quick Feed Setup

Open the sidebar
Go to Extensions → BankSync → Open Sidebar
Click Create Feed
Click the "Create Feed" button to start the setup wizard.
Select your bank accounts
Choose which connected bank accounts to include in this feed.
Configure field mappings
Map bank data fields to your spreadsheet columns. The add-on will auto-detect your header row.
Set schedule (optional)
Configure automatic syncing on an hourly, daily, weekly, or monthly schedule (the cadences available depend on your plan; see Scheduling feeds).
Save and run
Save your feed and run your first sync to see data flow into your sheet.

Pro Tip

The add-on automatically detects the current spreadsheet and sheet, so the integration side of the feed is pre-filled. Just configure your source accounts and field mappings!

Add-on vs Web App#

Add-on: Quick Access

Best for running syncs and quick setup while working in Sheets

Web App: Full Control

Best for managing banks, viewing all feeds, and advanced configuration

Same Account, Different Interface

The add-on connects to your existing BankSync account. Any feeds you create in the add-on appear in the web app, and vice versa. The add-on writes through the same Google Sheets integration you see on the Integrations tab.

Use formulas freely

Sync data to a dedicated sheet, then reference it from your budget dashboards and reports. Keeping synced rows separate from your formulas means a re-sync never overwrites your work.

Troubleshooting#

Add-on not appearing?

Try refreshing your Google Sheets tab. If the add-on still doesn’t appear in the Extensions menu, check that it was installed successfully in the Marketplace and that you’re signed into the correct Google account.

Permission errors?

The add-on needs permission to access your spreadsheets. Re-authorize by going to Extensions → BankSync → Authorize and following the prompts.

If problems persist, check that your BankSync subscription is active, then try clearing your browser cache and reopening the sidebar.