Sync Edelman Financial Engines to Zapier
BankSync connects Edelman Financial Engines to Zapier via secure open banking APIs, automatically syncing transactions, balances, and account data in real time. Set up takes under 10 minutes — no coding required.
How to sync Edelman Financial Engines to Zapier
Connect Edelman Financial Engines to BankSync
Sign up for BankSync and securely link your Edelman Financial Engines account through our open banking integration. Your credentials are never stored.
Connect Zapier
Authorise BankSync to write data to your Zapier workspace. Select the database or sheet where your transactions should land.
Configure field mappings
Map your Edelman Financial Engines transaction fields — date, amount, merchant, category — to the columns in Zapier however you like.
Set your sync schedule
Choose how often BankSync runs: every 15 minutes, hourly, daily, or on demand. Your data stays up to date automatically.
What gets synced from Edelman Financial Engines to Zapier
Transactions
Full transaction history from Edelman Financial Engines including date, amount, merchant, and category.
Balances
Current and available balances for all your Edelman Financial Engines accounts, updated on every sync.
Account Details
Account names, numbers, and types so you can filter and organise data in Zapier.
Merchant Info
Merchant names and category codes for richer transaction context.
Custom Field Mappings
Map any Edelman Financial Engines field to any column in Zapier — fully configurable.
Sync Schedules
Run syncs every 15 minutes, hourly, daily, or trigger them manually at any time.
Ready to sync Edelman Financial Engines with Zapier?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Zapier in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of Edelman Financial Engines or Zapier. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.