Sync ADP - Retirement Services to Microsoft Excel
BankSync may support connections to ADP - Retirement Services accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync ADP - Retirement Services to Microsoft Excel
Search for ADP - Retirement Services in BankSync
Sign up for BankSync and, if ADP - Retirement Services is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported ADP - Retirement Services fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from ADP - Retirement Services to Microsoft Excel
Transactions
Sync available ADP - Retirement Services transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported ADP - Retirement Services accounts.
Holdings
Sync supported investment positions, quantities, and market values from ADP - Retirement Services.
Trades
Sync supported investment trade and activity history from ADP - Retirement Services.
Loans
Sync supported loan balances and provider-supplied liability details from ADP - Retirement Services.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any ADP - Retirement Services field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync ADP - Retirement Services with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync ADP - Retirement Services somewhere else
The same ADP - Retirement Services connection can feed any of these destinations.
- Sync ADP - Retirement Services to Actual Budget
- Sync ADP - Retirement Services to Airtable
- Sync ADP - Retirement Services to Firefly III
- Sync ADP - Retirement Services to Google Sheets
- Sync ADP - Retirement Services to Home Assistant
- Sync ADP - Retirement Services to MongoDB
- Sync ADP - Retirement Services to MySQL
- Sync ADP - Retirement Services to Notion
- Sync ADP - Retirement Services to PostgreSQL
- Sync ADP - Retirement Services to Securo
- Sync ADP - Retirement Services to SimpleFIN
- Sync ADP - Retirement Services to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of ADP - Retirement Services or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.